GoodHaven Capital Management as of Dec. 31, 2013
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 26 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Hewlett-Packard Company | 15.3 | $74M | 2.7M | 27.98 | |
SPECTRUM BRANDS Hldgs | 9.6 | $47M | 662k | 70.55 | |
Walter Investment Management | 8.1 | $39M | 1.1M | 35.36 | |
Microsoft Corporation (MSFT) | 7.6 | $37M | 988k | 37.41 | |
Leucadia National | 7.0 | $34M | 1.2M | 28.34 | |
Barrick Gold Corp (GOLD) | 6.1 | $30M | 1.7M | 17.63 | |
5.2 | $25M | 23k | 1120.70 | ||
White Mountains Insurance Gp (WTM) | 4.6 | $22M | 37k | 603.08 | |
Berkshire Hathaway (BRK.B) | 4.2 | $21M | 173k | 118.56 | |
Wpx Energy | 3.9 | $19M | 937k | 20.38 | |
Staples | 3.9 | $19M | 1.2M | 15.89 | |
Alleghany Corporation | 3.7 | $18M | 45k | 399.96 | |
Federated Investors (FHI) | 3.0 | $15M | 510k | 28.80 | |
Sears Holdings Corporation | 3.0 | $14M | 293k | 49.04 | |
Devon Energy Corporation (DVN) | 2.4 | $12M | 191k | 61.87 | |
Sprint | 2.2 | $11M | 1.0M | 10.75 | |
EXCO Resources | 1.6 | $8.0M | 1.5M | 5.31 | |
Goldcorp | 1.6 | $8.0M | 369k | 21.67 | |
Systemax | 1.5 | $7.2M | 641k | 11.25 | |
Republic Services (RSG) | 1.4 | $6.9M | 209k | 33.20 | |
Seacor Holdings | 1.4 | $6.6M | 73k | 91.19 | |
Harbinger | 0.8 | $4.1M | 350k | 11.85 | |
Deutsche Bk Ag London Brh 3x inv jap gov | 0.5 | $2.6M | 150k | 17.60 | |
Blackberry (BB) | 0.5 | $2.2M | 300k | 7.44 | |
Powershares Db Inverse | 0.4 | $2.0M | 104k | 19.37 | |
Proshares Tr ulsh msci eurp | 0.3 | $1.4M | 95k | 15.08 |