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Institutional Investment Manager
GoodHaven Capital Management, LLC
GoodHaven Capital Management, LLC (CIK: 0001542300) incorporated in Delaware, located at 374 Millburn Avenue, Suite 306, Millburn, NJ. Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Portfolio Summary: 21 holdings with a total value of $223,136,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 WPX ENERGY INC 4,800 291,000 0.13%
2 CENTRAL FD CDA LTD 23,000 296,000 0.13%
3 SPDR S&P 500 ETF TR 1,250 312,000 0.14% Put
4 WALTER INVT MGMT CORP 1,342,078 1,449,000 0.65%
5 BUILDERS FIRSTSOURCE INC 100,000 1,490,000 0.67%
6 SEARS HLDGS CORP 280,397 3,222,000 1.44%
7 Systemax Inc 498,031 5,523,000 2.48%
8 Alphabet Inc Cap Stock Cl A 7,111 6,029,000 2.70%
9 AMERICAN AIRLINES GROUP INC 142,650 6,034,000 2.70%
10 WHITE MTNS INS GROUP LTD 8,563 7,534,000 3.38%
11 ALLEGHANY CORP 12,902 7,930,000 3.55%
12 BERKSHIRE HATHAWAY INC DEL 57,549 9,592,000 4.30%
13 Verizon Communications Inc 215,904 10,525,000 4.72%
14 STAPLES INC 1,231,310 10,799,000 4.84%
15 FEDERATED HERMES INC CL B 443,205 11,674,000 5.23%
16 HP INC 674,349 12,057,000 5.40%
17 Spectrum Brands Holdings Inc. 98,470 13,688,000 6.13%
18 ALPHABET INC. CLASS C 17,482 14,502,000 6.50%
19 LEUCADIA NATL CORP 699,465 18,186,000 8.15%
20 WPX ENERGY INC 3,024,577 40,499,000 18.15%
21 BARRICK GOLD CORP 2,185,585 41,504,000 18.60%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-17-006242, filed 2017.05.11).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.