GoodHaven Capital Management as of March 31, 2019
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 23 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Barrick Gold Corp (GOLD) | 11.6 | $14M | 1.0M | 13.71 | |
| Alphabet Inc Class C cs (GOOG) | 9.2 | $11M | 9.7k | 1173.31 | |
| Berkshire Hathaway (BRK.B) | 9.1 | $11M | 56k | 200.90 | |
| Wpx Energy | 8.7 | $11M | 821k | 13.11 | |
| Jefferies Finl Group (JEF) | 8.5 | $11M | 557k | 18.79 | |
| Spectrum Brands Holding (SPB) | 5.9 | $7.3M | 133k | 54.78 | |
| American Airls (AAL) | 5.6 | $6.9M | 217k | 31.76 | |
| Verizon Communications (VZ) | 4.9 | $6.1M | 103k | 59.13 | |
| Federated Investors (FHI) | 4.7 | $5.8M | 198k | 29.31 | |
| Hp (HPQ) | 4.6 | $5.6M | 291k | 19.43 | |
| Delta Air Lines (DAL) | 4.0 | $4.9M | 95k | 51.65 | |
| Systemax | 4.0 | $4.9M | 217k | 22.64 | |
| Mohawk Industries (MHK) | 3.5 | $4.3M | 34k | 126.16 | |
| Alleghany Corporation | 3.3 | $4.1M | 6.6k | 612.37 | |
| Oaktree Cap | 2.9 | $3.6M | 72k | 49.65 | |
| Builders FirstSource (BLDR) | 2.6 | $3.2M | 237k | 13.34 | |
| Lennar Corporation (LEN.B) | 2.4 | $3.0M | 77k | 39.12 | |
| Store Capital Corp reit | 1.7 | $2.1M | 63k | 33.49 | |
| Hess Midstream Partners Lp unit ltd pr int | 1.0 | $1.3M | 59k | 21.20 | |
| Macy's (M) | 1.0 | $1.2M | 50k | 24.02 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $332k | 282.00 | 1177.30 | |
| Sprott Physical Gold & S (CEF) | 0.2 | $310k | 25k | 12.40 | |
| Overstock (BYON) | 0.2 | $254k | 15k | 16.64 |
