GoodHaven Capital Management Q4 2020 13F Holdings

GoodHaven Capital Management Q4 2020 holdings
TickerName ValueShares↓ Weighting
BRKB BERKSHIRE HATHAWAY INC...cl bReduce  $20,797
7.5%
89,694
-1.3%
17.30%
-2.2%
GOOG ALPHABET INCcap stk cl cReduce  $14,714
13.8%
8,399
-4.6%
12.24%
3.5%
JEF JEFFERIES FINL GROUP INCReduce  $11,540
22.8%
469,119
-10.1%
9.60%
11.7%
GOLD BARRICK GOLD CORPReduce  $10,645
-22.3%
467,305
-4.1%
8.86%
-29.3%
BLDR BUILDERS FIRSTSOURCE INCReduce  $8,552
19.2%
209,550
-4.7%
7.11%
8.5%
STOR STORE CAP CORPReduce  $6,665
23.7%
196,150
-0.2%
5.55%
12.5%
WPX WPX ENERGY INCReduce  $6,049
56.5%
742,171
-5.9%
5.03%
42.3%
Y ALLEGHANY CORP DELReduce  $5,821
12.0%
9,643
-3.5%
4.84%
1.9%
LENB LENNAR CORPcl bReduce  $5,156
-6.9%
84,246
-0.1%
4.29%
-15.3%
BAC BK OF AMERICA CORPAdd  $3,776
31.3%
124,568
4.4%
3.14%
19.4%
SPB SPECTRUM BRANDS HLDGS ...Reduce  $3,327
18.3%
42,123
-14.4%
2.77%
7.6%
KKR KKR & CO INCReduce  $2,985
13.2%
73,725
-3.9%
2.48%
3.0%
HESM HESS MIDSTREAM LPReduce  $2,845
29.4%
145,367
-0.2%
2.37%
17.7%
PGR PROGRESSIVE CORPReduce  $2,835
-0.5%
28,675
-4.7%
2.36%
-9.5%
BAM BROOKFIELD ASSET MGMT INCcla ltd vt shReduce  $2,617
17.2%
63,403
-6.1%
2.18%
6.7%
PCG PG&E CORPReduce  $2,483
24.6%
199,275
-6.1%
2.07%
13.3%
SYX SYSTEMAX INCReduce  $2,008
43.0%
55,951
-4.6%
1.67%
30.1%
MKL MARKEL CORPReduce  $1,746
-10.3%
1,690
-15.5%
1.45%
-18.4%
CB CHUBB LIMITEDNew  $1,5199,8701.26%
HPQ HP INCReduce  $1,115
-57.0%
45,351
-66.8%
0.93%
-60.9%
VZ VERIZON COMMUNICATIONS...Reduce  $1,024
-14.1%
17,434
-13.0%
0.85%
-21.8%
JPM JPMORGAN CHASE & CO  $1,017
32.1%
8,0000.0%0.85%
20.2%
FHI FEDERATED HERMES INCcl bReduce  $787
-27.7%
27,235
-46.2%
0.65%
-34.2%
SPY SPDR S&P 500... SPYputtr unitAdd  $101
-30.3%
430
16.2%
0.08%
-36.6%
GOOGL ALPHABET INCcap stk cl a  $74
19.4%
420.0%0.06%
8.6%