GoodHaven Capital Management as of June 30, 2014
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 24 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hewlett-Packard Company | 16.0 | $89M | 2.7M | 33.68 | |
| Walter Investment Management | 9.8 | $55M | 1.8M | 29.78 | |
| Microsoft Corporation (MSFT) | 7.5 | $42M | 1.0M | 41.70 | |
| SPECTRUM BRANDS Hldgs | 7.5 | $42M | 484k | 86.03 | |
| Wpx Energy | 6.3 | $35M | 1.5M | 23.91 | |
| Barrick Gold Corp (GOLD) | 6.1 | $34M | 1.9M | 18.30 | |
| Leucadia National | 5.5 | $30M | 1.2M | 26.22 | |
| White Mountains Insurance Gp (WTM) | 4.7 | $26M | 43k | 608.45 | |
| Alleghany Corporation | 4.0 | $23M | 51k | 438.12 | |
| Berkshire Hathaway (BRK.B) | 3.9 | $22M | 173k | 126.56 | |
| Ocwen Financial Corporation | 3.8 | $22M | 579k | 37.10 | |
| Staples | 3.5 | $19M | 1.8M | 10.84 | |
| Federated Investors (FHI) | 2.8 | $16M | 509k | 30.92 | |
| Devon Energy Corporation (DVN) | 2.7 | $15M | 191k | 79.40 | |
| EXCO Resources | 2.6 | $14M | 2.5M | 5.89 | |
| 2.3 | $13M | 22k | 584.69 | ||
| Google Inc Class C | 2.2 | $12M | 22k | 575.27 | |
| Sears Holdings Corporation | 2.2 | $12M | 305k | 39.96 | |
| Goldcorp | 2.1 | $12M | 418k | 27.91 | |
| Systemax | 1.6 | $9.2M | 641k | 14.37 | |
| Harbinger | 1.6 | $8.8M | 695k | 12.70 | |
| Deutsche Bk Ag London Brh 3x inv jap gov | 0.5 | $2.8M | 168k | 16.46 | |
| Powershares Db Inverse | 0.4 | $2.3M | 123k | 18.69 | |
| Sprint | 0.4 | $2.2M | 257k | 8.53 |
