GoodHaven Capital Management as of Sept. 30, 2013
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 26 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hewlett-Packard Company | 12.4 | $52M | 2.5M | 20.99 | |
| SPECTRUM BRANDS Hldgs | 10.3 | $44M | 663k | 65.84 | |
| Walter Investment Management | 8.4 | $36M | 898k | 39.54 | |
| Leucadia National | 7.5 | $32M | 1.2M | 27.24 | |
| Microsoft Corporation (MSFT) | 7.2 | $30M | 914k | 33.28 | |
| Barrick Gold Corp (GOLD) | 6.9 | $29M | 1.6M | 18.62 | |
| 4.7 | $20M | 23k | 875.92 | ||
| Berkshire Hathaway (BRK.B) | 4.7 | $20M | 174k | 113.51 | |
| White Mountains Insurance Gp (WTM) | 4.6 | $19M | 34k | 567.61 | |
| Staples | 4.1 | $18M | 1.2M | 14.65 | |
| Alleghany Corporation | 4.0 | $17M | 42k | 409.65 | |
| Sears Holdings Corporation | 3.7 | $16M | 262k | 59.49 | |
| Wpx Energy | 3.7 | $16M | 805k | 19.26 | |
| Federated Investors (FHI) | 3.3 | $14M | 512k | 27.16 | |
| Devon Energy Corporation (DVN) | 2.5 | $11M | 182k | 57.76 | |
| EXCO Resources | 1.8 | $7.8M | 1.2M | 6.74 | |
| Republic Services (RSG) | 1.6 | $7.0M | 209k | 33.36 | |
| Seacor Holdings | 1.6 | $6.6M | 73k | 90.43 | |
| Sprint | 1.3 | $5.7M | 909k | 6.22 | |
| Goldcorp | 1.3 | $5.6M | 215k | 26.01 | |
| Systemax | 1.3 | $5.5M | 598k | 9.27 | |
| Harbinger | 0.9 | $3.6M | 350k | 10.37 | |
| Blackberry (BB) | 0.6 | $2.4M | 300k | 7.94 | |
| Deutsche Bk Ag London Brh 3x inv jap gov | 0.5 | $2.2M | 126k | 17.51 | |
| Powershares Db Inverse | 0.4 | $1.9M | 98k | 19.11 | |
| Proshares Tr ulsh msci eurp | 0.4 | $1.7M | 95k | 18.07 |
