GoodHaven Capital Management as of Dec. 31, 2020
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 25 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del CL B (BRK.B) | 17.3 | $21M | 90k | 231.87 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.2 | $15M | 8.4k | 1751.88 | |
| Jefferies Finl Group (JEF) | 9.6 | $12M | 469k | 24.60 | |
| Barrick Gold Corp (GOLD) | 8.9 | $11M | 467k | 22.78 | |
| Builders FirstSource (BLDR) | 7.1 | $8.6M | 210k | 40.81 | |
| Store Capital Corp reit | 5.5 | $6.7M | 196k | 33.98 | |
| Wpx Energy | 5.0 | $6.0M | 742k | 8.15 | |
| Alleghany Corporation | 4.8 | $5.8M | 9.6k | 603.65 | |
| Lennar Corp CL B (LEN.B) | 4.3 | $5.2M | 84k | 61.20 | |
| Bank of America Corporation (BAC) | 3.1 | $3.8M | 125k | 30.31 | |
| Spectrum Brands Holding (SPB) | 2.8 | $3.3M | 42k | 78.98 | |
| Kkr & Co (KKR) | 2.5 | $3.0M | 74k | 40.49 | |
| Hess Midstream Cla A Shs (HESM) | 2.4 | $2.8M | 145k | 19.57 | |
| Progressive Corporation (PGR) | 2.4 | $2.8M | 29k | 98.87 | |
| Brookfield Asset Mgmt Cla Ltd Vt Sh | 2.2 | $2.6M | 63k | 41.28 | |
| PG&E Corporation (PCG) | 2.1 | $2.5M | 199k | 12.46 | |
| Systemax | 1.7 | $2.0M | 56k | 35.89 | |
| Markel Corporation (MKL) | 1.5 | $1.7M | 1.7k | 1033.14 | |
| Chubb (CB) | 1.3 | $1.5M | 9.9k | 153.90 | |
| Hp (HPQ) | 0.9 | $1.1M | 45k | 24.59 | |
| Verizon Communications (VZ) | 0.9 | $1.0M | 17k | 58.74 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $1.0M | 8.0k | 127.12 | |
| Federated Hermes CL B (FHI) | 0.7 | $787k | 27k | 28.90 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 0.1 | $101k | 430.00 | 234.88 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $74k | 42.00 | 1761.90 |
