GoodHaven Capital Management as of June 30, 2012
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 24 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spectrum Brands Holdings | 17.4 | $28M | 843k | 32.57 | |
| Microsoft Corp | 11.1 | $18M | 574k | 30.59 | |
| Walter Inv Mngt | 9.6 | $15M | 644k | 23.44 | |
| Google Inc Co m 3 | 8.2 | $13M | 22k | 580.07 | |
| Berkshire Hath-cl B | 8.1 | $13M | 152k | 83.33 | |
| D Federated Invs Inc P A Cl B Co Common Stock 3 | 6.9 | $11M | 501k | 21.85 | |
| Alleghany Corp Del | 4.7 | $7.4M | 22k | 339.73 | |
| Republic Svcs | 4.5 | $7.1M | 269k | 26.46 | |
| Wal Mart Stores | 4.5 | $7.1M | 101k | 69.72 | |
| White Mtn Insurance Grp | 4.4 | $7.0M | 13k | 521.73 | |
| Systemax | 3.8 | $6.0M | 511k | 11.82 | |
| Sears Holdings Corp 8 | 3.4 | $5.3M | 89k | 59.70 | |
| Barrick Gold Corp | 2.7 | $4.2M | 112k | 37.57 | |
| Exco Resources | 2.6 | $4.1M | 535k | 7.59 | |
| Seacor Hldgs | 2.1 | $3.3M | 37k | 89.37 | |
| Quanex Bldg Prods | 1.9 | $2.9M | 164k | 17.88 | |
| Mueller Inds | 1.6 | $2.6M | 61k | 42.60 | |
| D Hartford Financial Services Gr Common Stock 4 | 1.3 | $2.0M | 115k | 17.63 | |
| Leucadia National Corp | 0.4 | $564k | 27k | 21.29 | |
| Berkley W R Corp | 0.2 | $333k | 8.6k | 38.88 | |
| Morgan Stanley Dean | 0.2 | $260k | 18k | 14.61 | |
| Ace Ltd Sh s h | 0.1 | $242k | 3.3k | 74.12 | |
| Gyrodyne Company Of America | 0.1 | $229k | 2.0k | 114.16 | |
| American Intl Grp Wts 19/01/21 | 0.1 | $175k | 17k | 10.29 |
