GoodHaven Capital Management as of Sept. 30, 2019
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 23 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Barrick Gold Corp (GOLD) | 12.1 | $15M | 886k | 17.33 | |
| Berkshire Hathaway (BRK.B) | 9.4 | $12M | 57k | 208.02 | |
| Alphabet Inc Class C cs (GOOG) | 9.2 | $12M | 9.7k | 1219.00 | |
| Jefferies Finl Group (JEF) | 8.2 | $10M | 566k | 18.40 | |
| Wpx Energy | 7.7 | $9.9M | 930k | 10.59 | |
| Spectrum Brands Holding (SPB) | 5.4 | $6.9M | 130k | 52.72 | |
| American Airls (AAL) | 5.3 | $6.8M | 253k | 26.97 | |
| Verizon Communications (VZ) | 4.8 | $6.2M | 102k | 60.36 | |
| Hp (HPQ) | 4.3 | $5.5M | 291k | 18.92 | |
| Delta Air Lines (DAL) | 4.3 | $5.5M | 95k | 57.60 | |
| Alleghany Corporation | 4.2 | $5.3M | 6.6k | 797.74 | |
| Builders FirstSource (BLDR) | 3.8 | $4.9M | 237k | 20.57 | |
| Systemax | 3.8 | $4.8M | 219k | 22.01 | |
| Mohawk Industries (MHK) | 3.6 | $4.6M | 37k | 124.06 | |
| Federated Investors (FHI) | 3.4 | $4.3M | 133k | 32.41 | |
| Lennar Corporation (LEN.B) | 3.2 | $4.1M | 93k | 44.37 | |
| Store Capital Corp reit | 1.9 | $2.4M | 63k | 37.41 | |
| Hess Midstream Partners Lp unit ltd pr int | 1.5 | $1.9M | 100k | 19.26 | |
| Oaktree Cap | 1.3 | $1.7M | 33k | 51.52 | |
| Brookfield Asset Management | 1.0 | $1.3M | 24k | 53.10 | |
| Macy's (M) | 0.9 | $1.1M | 72k | 15.54 | |
| Sprott Physical Gold & S (CEF) | 0.3 | $354k | 25k | 14.16 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $344k | 282.00 | 1219.86 |
