GoodHaven Capital Management as of June 30, 2020
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 23 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 15.0 | $15M | 81k | 178.51 | |
| Barrick Gold Corp (GOLD) | 13.6 | $13M | 488k | 26.94 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.9 | $12M | 8.8k | 1413.59 | |
| Jefferies Finl Group (JEF) | 8.4 | $8.1M | 522k | 15.55 | |
| Wpx Energy | 5.2 | $5.0M | 791k | 6.38 | |
| Store Capital Corp reit | 4.9 | $4.7M | 197k | 23.81 | |
| Alleghany Corporation | 4.8 | $4.7M | 9.6k | 489.17 | |
| Builders FirstSource (BLDR) | 4.7 | $4.6M | 220k | 20.70 | |
| Lennar Corp CL B (LEN.B) | 4.0 | $3.9M | 84k | 46.10 | |
| Hp (HPQ) | 3.2 | $3.1M | 176k | 17.43 | |
| Bank of America Corporation (BAC) | 2.9 | $2.8M | 118k | 23.75 | |
| Hess Midstream Cl A Shs (HESM) | 2.8 | $2.7M | 146k | 18.32 | |
| Spectrum Brands Holding (SPB) | 2.5 | $2.4M | 53k | 45.91 | |
| Progressive Corporation (PGR) | 2.5 | $2.4M | 30k | 80.10 | |
| Kkr & Co Cl A (KKR) | 2.5 | $2.4M | 77k | 30.88 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 1.9 | $1.8M | 56k | 32.91 | |
| Markel Corporation (MKL) | 1.9 | $1.8M | 2.0k | 923.00 | |
| Verizon Communications (VZ) | 1.9 | $1.8M | 33k | 55.12 | |
| Federated Hermes Com New (FHI) | 1.7 | $1.7M | 71k | 23.70 | |
| Systemax | 1.5 | $1.4M | 69k | 20.54 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $752k | 8.0k | 94.00 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 0.2 | $211k | 845.00 | 249.70 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $60k | 42.00 | 1428.57 |
