GoodHaven Capital Management as of March 31, 2015
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 26 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Walter Investment Management | 13.3 | $44M | 2.7M | 16.15 | |
| Wpx Energy | 12.6 | $41M | 3.8M | 10.93 | |
| Barrick Gold Corp (GOLD) | 7.5 | $25M | 2.3M | 10.96 | |
| Staples | 7.4 | $24M | 1.5M | 16.28 | |
| Hewlett-Packard Company | 7.2 | $23M | 752k | 31.16 | |
| White Mountains Insurance Gp (WTM) | 7.0 | $23M | 34k | 684.53 | |
| Leucadia National | 5.8 | $19M | 854k | 22.29 | |
| Federated Invs Inc PA CL B (FHI) | 5.1 | $17M | 497k | 33.89 | |
| Alleghany Corporation | 5.1 | $17M | 35k | 487.00 | |
| SPECTRUM BRANDS Hldgs | 4.1 | $14M | 151k | 89.56 | |
| Google Cl A | 3.6 | $12M | 21k | 554.69 | |
| Sears Holdings Corporation | 3.5 | $12M | 280k | 41.38 | |
| Google CL C | 3.5 | $12M | 21k | 548.01 | |
| Hrg | 2.4 | $8.0M | 638k | 12.48 | |
| Systemax | 2.4 | $7.7M | 630k | 12.22 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $6.7M | 46k | 144.33 | |
| Market Vectors ETF Tr Gold Miner Etf | 1.5 | $4.8M | 266k | 18.24 | |
| Microsoft Corporation (MSFT) | 1.2 | $3.9M | 96k | 40.65 | |
| Verizon Communications (VZ) | 1.1 | $3.6M | 73k | 48.63 | |
| Deutsche Bk AG London BRH Db 3x Inv Jap Gov | 0.8 | $2.6M | 168k | 15.22 | |
| Deutsche Bk AG London BRH Db Inv Jap Gov Bd | 0.7 | $2.2M | 123k | 18.19 | |
| Sears Hldgs Corp W Exp 12/15/201 | 0.5 | $1.8M | 70k | 25.00 | |
| EXCO Resources | 0.5 | $1.7M | 933k | 1.83 | |
| Ocwen Finl Corp Com New | 0.5 | $1.7M | 200k | 8.25 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 0.4 | $1.3M | 4.4k | 291.26 | |
| Goldcorp | 0.3 | $883k | 49k | 18.11 |
