GoodHaven Capital Management as of Dec. 31, 2019
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 22 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Barrick Gold Corp (GOLD) | 10.9 | $14M | 737k | 18.59 | |
| Alphabet Inc Class C cs (GOOG) | 9.9 | $12M | 9.3k | 1337.00 | |
| Berkshire Hathaway (BRK.B) | 9.8 | $12M | 54k | 226.49 | |
| Wpx Energy | 9.6 | $12M | 877k | 13.74 | |
| Jefferies Finl Group (JEF) | 9.4 | $12M | 550k | 21.37 | |
| American Airls (AAL) | 5.4 | $6.8M | 237k | 28.68 | |
| Spectrum Brands Holding (SPB) | 4.9 | $6.2M | 96k | 64.29 | |
| Builders FirstSource (BLDR) | 4.5 | $5.7M | 223k | 25.41 | |
| Delta Air Lines (DAL) | 4.5 | $5.6M | 97k | 58.48 | |
| Systemax | 4.2 | $5.2M | 207k | 25.16 | |
| Mohawk Industries (MHK) | 3.8 | $4.8M | 35k | 136.37 | |
| Hp (HPQ) | 3.8 | $4.8M | 234k | 20.55 | |
| Alleghany Corporation | 3.8 | $4.8M | 6.0k | 799.50 | |
| Verizon Communications (VZ) | 3.6 | $4.6M | 75k | 61.41 | |
| Lennar Corporation (LEN.B) | 3.1 | $3.9M | 88k | 44.70 | |
| Federated Investors (FHI) | 2.3 | $2.9M | 88k | 32.60 | |
| Hess Midstream Lp cl a (HESM) | 1.9 | $2.4M | 104k | 22.68 | |
| Brookfield Asset Management | 1.8 | $2.2M | 39k | 57.80 | |
| Store Capital Corp reit | 1.7 | $2.1M | 57k | 37.25 | |
| Macy's (M) | 0.7 | $884k | 52k | 17.00 | |
| Sprott Physical Gold & S (CEF) | 0.3 | $366k | 25k | 14.64 | |
| Alphabet Inc Class A cs (GOOGL) | 0.0 | $56k | 42.00 | 1333.33 |
