GoodHaven Capital Management as of Dec. 31, 2011
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 28 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spectrum Brands Holdings | 15.4 | $18M | 646k | 27.40 | |
| Microsoft Corp | 10.8 | $12M | 477k | 25.96 | |
| Hewlett Packard | 10.4 | $12M | 461k | 25.76 | |
| Google Inc Co m 3 | 8.9 | $10M | 16k | 645.88 | |
| Jefferies Group | 8.3 | $9.5M | 693k | 13.75 | |
| Berkshire Hath-cl B | 7.7 | $8.8M | 115k | 76.30 | |
| Walter Inv Mngt | 7.1 | $8.1M | 396k | 20.51 | |
| D Federated Invs Inc P A Cl B Co Common Stock 3 | 5.7 | $6.6M | 434k | 15.15 | |
| White Mtn Insurance Grp | 3.8 | $4.4M | 9.7k | 453.43 | |
| Republic Svcs | 3.6 | $4.1M | 149k | 27.55 | |
| Systemax | 2.4 | $2.7M | 167k | 16.41 | |
| Mohawk Inds | 2.3 | $2.7M | 44k | 59.86 | |
| Quanex Bldg Prods | 2.1 | $2.4M | 161k | 15.02 | |
| Mueller Inds | 2.0 | $2.4M | 61k | 38.42 | |
| Sears Holdings Corp 8 | 2.0 | $2.3M | 74k | 31.78 | |
| Sprint Nextel Opt ion 8 | 2.0 | $2.3M | 999k | 2.34 | |
| Barrick Gold Corp | 1.8 | $2.1M | 47k | 45.25 | |
| Seacor Hldgs | 1.2 | $1.4M | 15k | 88.94 | |
| Leucadia National Corp | 0.5 | $602k | 27k | 22.72 | |
| Berkley W R Corp | 0.3 | $295k | 8.6k | 34.44 | |
| Ebay Inc Co m 2 | 0.3 | $303k | 10k | 30.30 | |
| Wal Mart Stores | 0.2 | $271k | 4.5k | 59.82 | |
| Morgan Stanley Dean | 0.2 | $269k | 18k | 15.11 | |
| Exxon Mobil Corp | 0.2 | $247k | 2.9k | 84.91 | |
| Ace Ltd Sh s h | 0.2 | $229k | 3.3k | 70.14 | |
| Tjx Companies Inc 8 | 0.2 | $203k | 3.2k | 64.44 | |
| Gyrodyne Company Of America | 0.2 | $205k | 2.0k | 102.19 | |
| American Intl Grp Wts 19/01/21 | 0.1 | $94k | 17k | 5.52 |
