GoodHaven Capital Management as of March 31, 2012
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 27 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SPECTRUM BRANDS Hldgs | 17.1 | $27M | 757k | 34.96 | |
| Microsoft Corporation (MSFT) | 10.2 | $16M | 488k | 32.26 | |
| Hewlett-Packard Company | 8.8 | $14M | 567k | 23.83 | |
| Jefferies | 8.5 | $13M | 695k | 18.84 | |
| Berkshire Hathaway (BRK.B) | 7.4 | $12M | 141k | 81.15 | |
| Walter Investment Management | 7.3 | $11M | 498k | 22.55 | |
| Federated Investors (FHI) | 6.9 | $11M | 473k | 22.41 | |
| 6.9 | $11M | 17k | 641.25 | ||
| White Mountains Insurance Gp (WTM) | 3.4 | $5.3M | 11k | 501.71 | |
| Republic Services (RSG) | 3.0 | $4.7M | 154k | 30.56 | |
| Wal-Mart Stores (WMT) | 2.6 | $4.0M | 65k | 61.20 | |
| Sears Holdings Corporation | 2.6 | $4.0M | 60k | 66.25 | |
| Alleghany Corporation | 2.6 | $4.0M | 12k | 329.13 | |
| Barrick Gold Corp (GOLD) | 2.2 | $3.4M | 79k | 43.48 | |
| Systemax | 2.1 | $3.2M | 193k | 16.86 | |
| Quanex Building Products Corporation (NX) | 1.9 | $2.9M | 164k | 17.63 | |
| Mueller Industries (MLI) | 1.8 | $2.8M | 61k | 45.46 | |
| EXCO Resources | 1.6 | $2.4M | 360k | 6.63 | |
| Seacor Holdings | 0.9 | $1.5M | 15k | 95.76 | |
| Hartford Financial Services (HIG) | 0.9 | $1.4M | 65k | 21.08 | |
| Leucadia National | 0.5 | $691k | 27k | 26.08 | |
| Morgan Stanley (MS) | 0.2 | $350k | 18k | 19.66 | |
| W.R. Berkley Corporation (WRB) | 0.2 | $309k | 8.6k | 36.08 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $252k | 2.9k | 86.63 | |
| Ace Limited Cmn | 0.1 | $239k | 3.3k | 73.20 | |
| Gyrodyne Company of America | 0.1 | $201k | 2.0k | 100.20 | |
| American Intl Group | 0.1 | $181k | 17k | 10.64 |
