GoodHaven Capital Management as of Sept. 30, 2015
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 23 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Walter Investment Management | 15.8 | $41M | 2.5M | 16.25 | |
| Wpx Energy | 10.7 | $28M | 4.2M | 6.62 | |
| Barrick Gold Corp (GOLD) | 9.1 | $23M | 3.7M | 6.36 | |
| Hewlett-Packard Company | 6.9 | $18M | 693k | 25.61 | |
| White Mountains Insurance Gp (WTM) | 6.6 | $17M | 23k | 747.28 | |
| Leucadia National | 5.6 | $15M | 716k | 20.26 | |
| Alleghany Corporation | 5.0 | $13M | 28k | 468.10 | |
| Federated Investors (FHI) | 4.9 | $13M | 442k | 28.90 | |
| SPECTRUM BRANDS Hldgs | 4.8 | $12M | 136k | 91.51 | |
| Staples | 4.7 | $12M | 1.0M | 11.73 | |
| Google Inc Class C | 4.5 | $12M | 19k | 608.43 | |
| Verizon Communications (VZ) | 4.1 | $11M | 245k | 43.51 | |
| 4.0 | $10M | 16k | 638.39 | ||
| Sears Holdings Corporation | 3.5 | $9.0M | 399k | 22.60 | |
| Hrg | 2.2 | $5.7M | 482k | 11.73 | |
| Berkshire Hathaway (BRK.B) | 1.8 | $4.6M | 36k | 130.41 | |
| Wpx Energy Inc p | 1.7 | $4.5M | 124k | 36.12 | |
| Systemax | 1.6 | $4.2M | 556k | 7.49 | |
| Seritage Growth Pptys Cl A (SRG) | 1.2 | $3.0M | 82k | 37.25 | |
| Microsoft Corporation (MSFT) | 1.0 | $2.5M | 57k | 44.26 | |
| Goldcorp | 0.2 | $463k | 37k | 12.51 | |
| Central Fd Cda Ltd cl a | 0.0 | $106k | 10k | 10.60 | |
| EXCO Resources | 0.0 | $34k | 45k | 0.76 |
