HoldingsChannel.com
GoodHaven Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $14,804
     BRK.B80,974+26,910$14,804
BARRICK GOLD CORPORATION 635,655 -101,700 $11,645
     GOLD635,655-101,700$11,645
ALPHABET INC 8,801 -466 $10,234
     GOOG8,801-466$10,234
JEFFERIES FINANCIAL GROUP INC 518,869 -31,161 $7,093
     JEF518,869-31,161$7,093
ALLEGHANY CORP DEL 7,308 +1,338 $4,037
     Y7,308+1,338$4,037
HP INC 197,466 -36,050 $3,428
     HPQ197,466-36,050$3,428
MOHAWK INDS INC 41,015 +5,765 $3,127
     MHK41,015+5,765$3,127
SPECTRUM BRANDS HLDGS INC NE 79,601 -16,171 $2,895
     SPB79,601-16,171$2,895
SYSTEMAX INC 160,401 -46,713 $2,844
     SYX160,401-46,713$2,844
AMERICAN AIRLS GROUP INC 232,625 -4,500 $2,836
     AAL232,625-4,500$2,836
BUILDERS FIRSTSOURCE INC 219,900 -3,500 $2,689
     BLDR219,900-3,500$2,689
STORE CAP CORP 143,750 +86,700 $2,605
     STOR143,750+86,700$2,605
DELTA AIR LINES INC DEL 89,875 -6,700 $2,564
     DAL89,875-6,700$2,564
BK OF AMERICA CORP 117,468 +117,468 $2,494
     BAC117,468+117,468$2,494
WPX ENERGY INC 816,471 -60,500 $2,490
     WPX816,471-60,500$2,490
LENNAR CORP      $2,439
     LEN.B84,346-3,600$2,439
PROGRESSIVE CORP OHIO 30,100 +30,100 $2,223
     PGR30,100+30,100$2,223
KKR & CO INC 76,750 +76,750 $1,801
     KKR76,750+76,750$1,801
VERIZON COMMUNICATIONS INC 33,184 -41,450 $1,783
     VZ33,184-41,450$1,783
BROOKFIELD ASSET MGMT INC 37,487 -1,250 $1,659
     BAM37,487-1,250$1,659
MARKEL CORP 1,660 +1,660 $1,540
     MKL1,660+1,660$1,540
HESS MIDSTREAM LP 145,617 +41,550 $1,479
     HESM145,617+41,550$1,479
FEDERATED HERMES INC 70,794 -17,500 $1,349
     FII70,794-17,500$1,349
JPMORGAN CHASE & CO 8,000 +8,000 $720
     JPM8,000+8,000$720
RCI HOSPITALITY HLDGS INC 11,980 +11,980 $119
     RICK11,980+11,980$119

See Full List: All Stocks Held By GoodHaven Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By GoodHaven Capital Management LLC

Size ($ in 1000's)
At 03/31/2020: $90,946
At 12/31/2019: $125,441

GoodHaven Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from GoodHaven Capital Management LLC 13F filings. Link to 13F filings: SEC filings

GoodHaven Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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