GoodHaven Capital Management as of June 30, 2015
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 25 positions in its portfolio as reported in the June 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Walter Investment Management | 18.4 | $58M | 2.5M | 22.87 | |
Wpx Energy | 13.8 | $44M | 3.5M | 12.28 | |
Barrick Gold Corp (GOLD) | 7.9 | $25M | 2.3M | 10.66 | |
Hewlett-Packard Company | 7.5 | $24M | 786k | 30.01 | |
Staples | 6.0 | $19M | 1.2M | 15.31 | |
White Mountains Insurance Gp (WTM) | 5.9 | $19M | 28k | 654.94 | |
Leucadia National | 5.8 | $18M | 756k | 24.28 | |
Federated Investors (FHI) | 4.7 | $15M | 442k | 33.49 | |
SPECTRUM BRANDS Hldgs | 4.4 | $14M | 136k | 101.99 | |
Alleghany Corporation | 4.4 | $14M | 30k | 468.77 | |
Sears Holdings Corporation | 3.4 | $11M | 399k | 26.70 | |
3.2 | $10M | 19k | 540.03 | ||
Google Inc Class C | 3.1 | $9.8M | 19k | 520.53 | |
Hrg | 2.6 | $8.3M | 638k | 13.00 | |
Berkshire Hathaway (BRK.B) | 1.5 | $4.8M | 36k | 136.11 | |
Systemax | 1.5 | $4.8M | 560k | 8.64 | |
Market Vectors Gold Miners ETF | 1.3 | $4.1M | 231k | 17.76 | |
Verizon Communications (VZ) | 0.9 | $2.8M | 61k | 46.61 | |
Deutsche Bk Ag London Brh 3x inv jap gov | 0.8 | $2.6M | 168k | 15.34 | |
Microsoft Corporation (MSFT) | 0.8 | $2.5M | 58k | 44.15 | |
Powershares Db Inverse | 0.7 | $2.2M | 123k | 18.25 | |
EXCO Resources | 0.3 | $1.1M | 933k | 1.18 | |
Sears Hldgs Corp *w exp 12/15/201 | 0.3 | $1.0M | 65k | 15.66 | |
Spdr S&p 500 Etf (SPY) | 0.3 | $917k | 1.9k | 476.36 | |
Goldcorp | 0.2 | $790k | 49k | 16.21 |