GoodHaven Capital Management as of March 31, 2020
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 26 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 16.3 | $15M | 81k | 182.82 | |
| Barrick Gold Corp (GOLD) | 12.8 | $12M | 636k | 18.32 | |
| Alphabet Inc Class C cs (GOOG) | 11.3 | $10M | 8.8k | 1162.82 | |
| Jefferies Finl Group (JEF) | 7.8 | $7.1M | 519k | 13.67 | |
| Alleghany Corporation | 4.4 | $4.0M | 7.3k | 552.41 | |
| Hp (HPQ) | 3.8 | $3.4M | 198k | 17.36 | |
| Mohawk Industries (MHK) | 3.4 | $3.1M | 41k | 76.24 | |
| Spectrum Brands Holding (SPB) | 3.2 | $2.9M | 80k | 36.37 | |
| Systemax | 3.1 | $2.8M | 160k | 17.73 | |
| American Airls (AAL) | 3.1 | $2.8M | 233k | 12.19 | |
| Builders FirstSource (BLDR) | 3.0 | $2.7M | 220k | 12.23 | |
| Store Capital Corp reit | 2.9 | $2.6M | 144k | 18.12 | |
| Delta Air Lines (DAL) | 2.8 | $2.6M | 90k | 28.53 | |
| Bank of America Corporation (BAC) | 2.7 | $2.5M | 118k | 21.23 | |
| Wpx Energy | 2.7 | $2.5M | 817k | 3.05 | |
| Lennar Corporation (LEN.B) | 2.7 | $2.4M | 84k | 28.92 | |
| Progressive Corporation (PGR) | 2.4 | $2.2M | 30k | 73.85 | |
| Kkr & Co (KKR) | 2.0 | $1.8M | 77k | 23.47 | |
| Verizon Communications (VZ) | 2.0 | $1.8M | 33k | 53.73 | |
| Brookfield Asset Management | 1.8 | $1.7M | 38k | 44.26 | |
| Markel Corporation (MKL) | 1.7 | $1.5M | 1.7k | 927.71 | |
| Hess Midstream Lp cl a (HESM) | 1.6 | $1.5M | 146k | 10.16 | |
| Federated Investors (FHI) | 1.5 | $1.3M | 71k | 19.06 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $720k | 8.0k | 90.00 | |
| Rci Hospitality Hldgs (RICK) | 0.1 | $119k | 12k | 9.93 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $49k | 42.00 | 1166.67 |
