GoodHaven Capital Management as of Sept. 30, 2012
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 25 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spectrum Brands Holdings | 13.9 | $34M | 850k | 40.01 | |
| Hewlett Packard | 11.0 | $27M | 1.6M | 17.06 | |
| Walter Inv Mngt | 9.7 | $24M | 643k | 37.01 | |
| Microsoft Corp | 7.6 | $19M | 627k | 29.76 | |
| Google Inc Co m 3 | 7.2 | $18M | 23k | 754.50 | |
| Jefferies Group | 7.2 | $18M | 1.3M | 13.69 | |
| Berkshire Hath-cl B | 5.8 | $14M | 160k | 88.20 | |
| D Federated Invs Inc P A Cl B Co Common Stock 3 | 4.4 | $11M | 524k | 20.69 | |
| Sprint Nextel Opt ion 8 | 4.4 | $11M | 2.0M | 5.52 | |
| Alleghany Corp Del | 3.3 | $8.1M | 24k | 344.95 | |
| Republic Svcs | 3.2 | $7.9M | 287k | 27.51 | |
| Barrick Gold Corp | 3.1 | $7.5M | 180k | 41.76 | |
| Wal Mart Stores | 3.1 | $7.5M | 101k | 73.80 | |
| White Mtn Insurance Grp | 3.0 | $7.2M | 14k | 513.32 | |
| Systemax | 2.7 | $6.6M | 555k | 11.81 | |
| Sears Holdings Corp 8 | 2.5 | $6.2M | 112k | 55.49 | |
| Seacor Hldgs | 2.2 | $5.5M | 66k | 83.36 | |
| Exco Resources | 1.8 | $4.4M | 545k | 8.01 | |
| Quanex Bldg Prods | 1.3 | $3.1M | 164k | 18.84 | |
| Mueller Inds | 1.1 | $2.8M | 61k | 45.47 | |
| D Hartford Financial Services Gr Common Stock 4 | 0.9 | $2.2M | 115k | 19.44 | |
| Leucadia National Corp | 0.2 | $603k | 27k | 22.76 | |
| Morgan Stanley Dean | 0.1 | $298k | 18k | 16.74 | |
| Ace Ltd Sh s h | 0.1 | $247k | 3.3k | 75.65 | |
| American Intl Grp Wts 19/01/21 | 0.1 | $229k | 17k | 13.46 |
