GoodHaven Capital Management as of June 30, 2019
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 22 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Barrick Gold Corp (GOLD) | 12.6 | $16M | 992k | 15.77 | |
| Berkshire Hathaway (BRK.B) | 9.7 | $12M | 56k | 213.16 | |
| Jefferies Finl Group (JEF) | 8.7 | $11M | 557k | 19.23 | |
| Alphabet Inc Class C cs (GOOG) | 8.4 | $10M | 9.7k | 1080.91 | |
| Wpx Energy | 7.5 | $9.2M | 801k | 11.51 | |
| American Airls (AAL) | 6.4 | $7.9M | 242k | 32.61 | |
| Spectrum Brands Holding (SPB) | 5.1 | $6.3M | 118k | 53.77 | |
| Hp (HPQ) | 4.9 | $6.0M | 291k | 20.79 | |
| Verizon Communications (VZ) | 4.7 | $5.8M | 102k | 57.13 | |
| Delta Air Lines (DAL) | 4.4 | $5.4M | 95k | 56.76 | |
| Mohawk Industries (MHK) | 4.1 | $5.1M | 34k | 147.46 | |
| Systemax | 3.9 | $4.9M | 219k | 22.16 | |
| Alleghany Corporation | 3.6 | $4.5M | 6.6k | 681.15 | |
| Federated Investors (FHI) | 3.5 | $4.4M | 135k | 32.50 | |
| Builders FirstSource (BLDR) | 3.2 | $4.0M | 237k | 16.86 | |
| Oaktree Cap | 2.9 | $3.6M | 72k | 49.54 | |
| Lennar Corporation (LEN.B) | 2.4 | $3.0M | 77k | 38.51 | |
| Store Capital Corp reit | 1.7 | $2.1M | 63k | 33.19 | |
| Hess Midstream Partners Lp unit ltd pr int | 0.9 | $1.2M | 59k | 19.49 | |
| Macy's (M) | 0.9 | $1.1M | 50k | 21.46 | |
| Sprott Physical Gold & S (CEF) | 0.3 | $331k | 25k | 13.24 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $305k | 282.00 | 1081.56 |
