GoodHaven Capital Management as of Dec. 31, 2014
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 26 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hewlett-Packard Company | 12.9 | $53M | 1.3M | 40.13 | |
| Walter Investment Management | 11.4 | $47M | 2.8M | 16.51 | |
| Wpx Energy | 10.9 | $45M | 3.8M | 11.63 | |
| Staples | 6.3 | $26M | 1.4M | 18.12 | |
| Barrick Gold Corp (GOLD) | 6.0 | $25M | 2.3M | 10.75 | |
| White Mountains Insurance Gp (WTM) | 5.8 | $24M | 38k | 630.10 | |
| Leucadia National | 5.7 | $23M | 1.0M | 22.42 | |
| SPECTRUM BRANDS Hldgs | 4.7 | $19M | 201k | 95.68 | |
| Ocwen Financial Corporation | 4.5 | $19M | 1.2M | 15.10 | |
| Federated Investors (FHI) | 4.1 | $17M | 504k | 32.93 | |
| Alleghany Corporation | 4.0 | $17M | 36k | 463.49 | |
| Microsoft Corporation (MSFT) | 2.9 | $12M | 255k | 46.45 | |
| 2.8 | $11M | 22k | 530.66 | ||
| Google Inc Class C | 2.8 | $11M | 22k | 526.39 | |
| Harbinger | 2.4 | $9.8M | 695k | 14.16 | |
| Sears Holdings Corporation | 2.3 | $9.4M | 285k | 32.98 | |
| Berkshire Hathaway (BRK.B) | 2.2 | $9.1M | 61k | 150.14 | |
| Systemax | 2.1 | $8.6M | 638k | 13.50 | |
| Market Vectors Gold Miners ETF | 1.9 | $7.6M | 416k | 18.38 | |
| EXCO Resources | 1.2 | $5.0M | 2.3M | 2.17 | |
| Verizon Communications (VZ) | 0.9 | $3.7M | 79k | 46.78 | |
| Deutsche Bk Ag London Brh 3x inv jap gov | 0.6 | $2.6M | 168k | 15.37 | |
| Powershares Db Inverse | 0.6 | $2.2M | 123k | 18.20 | |
| Spdr S&p 500 Etf (SPY) | 0.4 | $1.8M | 7.3k | 251.03 | |
| Sears Hldgs Corp *w exp 12/15/201 | 0.4 | $1.5M | 72k | 20.89 | |
| Goldcorp | 0.2 | $907k | 49k | 18.51 |
