GoodHaven Capital Management holdings history

96 is the total number of securities GoodHaven Capital Management has owned. The longest GoodHaven Capital Management has owned a single stock is 42 quarters.

GoodHaven Capital Management historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
BRKB BERKSHIRE HATHAWAY INC...42421.54%9.54%18.93%Q2 2013Q3 202342
GOLD BARRICK GOLD CORPORATION40401.94%9.92%20.25%Q2 2013Q1 202340
Y ALLEGHANY CORP MD36361.23%3.94%5.60%Q2 2013Q1 202236
VZ VERIZON COMMUNICATIONS...36360.39%2.92%6.24%Q4 2014Q3 202336
GOOG ALPHABET INC CAP STOCK...32324.60%9.93%14.56%Q4 2015Q3 202332
FHI FEDERATED INVS INC PA32320.64%4.03%7.79%Q2 2013Q1 202132
SYX SYSTEMAX INC32321.28%2.66%5.42%Q2 2013Q1 202132
GOOGL ALPHABET INC CAP STOCK...32320.04%0.78%4.33%Q4 2015Q3 202332
WPX WPX ENERGY INC31312.62%10.39%19.42%Q2 2013Q4 202031
BLDR BUILDERS FIRSTSOURCE INC27270.67%5.13%14.04%Q1 2017Q3 202327
SHLDQ SEARS HOLDINGS CORP23230.00%1.76%3.70%Q2 2013Q4 201823
JEF JEFFERIES FINL GROUP INC22227.80%9.11%10.90%Q2 2018Q3 202322
SPB SPECTRUM BRANDS HOLDIN...21214.12%6.03%10.35%Q2 2013Q2 201821
HPQ HP INC21210.93%4.92%7.54%Q4 2015Q4 202021
LUK LEUCADIA NATL CORP20205.13%6.42%8.60%Q2 2013Q1 201820
WTM WHITE MTNS INS GROUP LTD20202.92%5.12%7.01%Q2 2013Q1 201820
LENB LENNAR CORP CL B20201.90%4.19%6.86%Q4 2018Q3 202320
STOR STORE CAP CORP19191.19%3.60%7.16%Q2 2018Q4 202219
SPLS STAPLES INC17173.38%4.74%7.35%Q2 2013Q2 201717
WAC WALTER INVT MGMT CORP16160.65%8.96%18.41%Q2 2013Q1 201716
DVN DEVON ENERGY CORP NEW1152.40%4.37%7.29%Q3 2013Q3 202316
HESM HESS MIDSTREAM LP16161.63%2.45%2.96%Q4 2019Q3 202316
PGR PROGRESSIVE CORP OHIO15152.36%3.98%5.57%Q1 2020Q3 202315
MSFT MICROSOFT CORP15150.41%3.72%8.24%Q2 2013Q4 201615
BAC BK OF AMERICA CORP15152.63%3.38%5.55%Q1 2020Q3 202315
KKR KKR & CO INC15151.98%3.24%4.27%Q1 2020Q3 202315
MKL MARKEL GROUP INC15151.45%2.00%2.42%Q1 2020Q3 202315
JPM JPMORGAN CHASE & CO15150.60%0.74%0.91%Q1 2020Q3 202315
XCO EXCO RESOURCES INC14140.01%1.06%2.58%Q2 2013Q3 201614
AAL AMERICAN AIRLS GROUP INC13132.70%4.61%6.38%Q1 2017Q1 202013
BAM BROOKFIELD ASSET MGMT ...13131.01%1.97%2.24%Q3 2019Q3 202213
GG GOLDCORP INC NEW1030.07%0.80%2.09%Q3 2013Q3 201813
SPY SPDR S&P 500 ETF TR510.06%0.24%0.44%Q4 2014Q2 202113
SPB SPECTRUM BRANDS HLDGS ...12120.32%3.58%6.16%Q3 2018Q2 202112
CB CHUBB LIMITED12120.40%0.63%1.26%Q4 2020Q3 202312
WPXP WPX ENERGY INC PFD SER...11110.03%0.44%1.74%Q3 2015Q1 201811
HPQ HEWLETT PACKARD CO10106.88%12.31%16.12%Q2 2013Q3 201510
GOOGL Google Inc Cl A10102.26%3.79%5.23%Q2 2013Q3 201510
BABA ALIBABA GROUP HOLDING LTD10101.29%1.58%2.00%Q2 2021Q3 202310
GHLD GUILD HLDS CO10101.00%1.57%2.84%Q2 2021Q3 202310
GIC GLOBAL INDUSTRIAL COMPANY10101.34%1.51%1.94%Q2 2021Q3 202310
M MACYS INC10100.66%1.14%2.33%Q3 2017Q4 201910
FB META PLATFORMS INC.991.70%2.50%2.87%Q1 2021Q1 20239
OAK OAKTREE CAP GROUP LLC ...991.34%2.45%2.94%Q3 2017Q3 20199
JGBD DEUTSCHE BK AG LONDON BRH990.40%0.59%0.82%Q2 2013Q2 20159
JGBS DEUTSCHE BK AG LONDON BRH990.36%0.50%0.71%Q2 2013Q2 20159
CEF CENTRAL FUND CDA LTD CL A720.04%0.11%0.15%Q3 2015Q4 20179
ASO ACADEMY SPORTS & OUTDO...880.92%1.54%2.14%Q4 2021Q3 20238
CEF SPROTT PHYSICAL GOLD &...880.19%0.24%0.29%Q1 2018Q4 20198
HESM HESS MIDSTREAM PARTNER...770.56%0.87%1.52%Q1 2018Q3 20197
GOLD BARRICK GOLD CORPORATION610.02%0.09%0.34%Q2 2020Q1 20237
DAL DELTA AIR LINES INC DEL662.82%3.90%4.50%Q4 2018Q1 20206
MHK MOHAWK INDUSTRIES INC663.16%3.61%4.10%Q4 2018Q1 20206
GOOG GOOGLE INC662.22%3.12%4.53%Q2 2014Q3 20156
GS GOLDMAN SACHS GROUP INC661.34%2.29%2.93%Q2 2022Q3 20236
PCG PG&E CORP661.75%2.20%2.90%Q3 2020Q4 20216
HRG Harbinger Group Inc660.80%1.39%2.40%Q3 2013Q4 20146
SRG SERITAGE GROWTH PROPER...661.18%1.34%1.44%Q3 2015Q4 20166
BAMR BROOKFIELD ASSET MGMT ...660.01%0.01%0.02%Q2 2021Q3 20226
HPE HEWLETT PACKARD ENTERP...553.79%4.22%4.85%Q4 2015Q4 20165
OCN Ocwen Finl Corp550.50%3.59%5.02%Q1 2014Q1 20155
HRG HRG GROUP INC552.19%2.44%2.63%Q1 2015Q1 20165
RH RH550.75%1.83%2.55%Q1 2022Q1 20235
S Sprint Corp Ser 1550.02%1.15%2.23%Q3 2013Q3 20145
CKH SEACOR HOLDINGS INC410.29%1.10%1.55%Q2 2013Q4 20155
BROOKFIELD CORP441.48%1.85%2.82%Q4 2022Q3 20234
GDX MARKET VECTORS ETF TR440.15%1.20%1.87%Q3 2014Q2 20154
BROOKFIELD ASSET MANAG...440.28%0.31%0.34%Q4 2022Q3 20234
BROOKFIELD REINS LTD C...440.01%0.01%0.01%Q4 2022Q3 20234
VITESSE ENERGY INC COM...332.86%3.06%3.19%Q1 2023Q3 20233
RSG REPUBLIC SVCS INC331.42%1.62%1.78%Q2 2013Q4 20133
EPV ProShares UltraShort M...330.30%0.42%0.57%Q2 2013Q4 20133
SHLWQ SEARS HLDGS CORP330.32%0.41%0.54%Q4 2014Q2 20153
OSTK OVERSTOCK COM INC DEL330.20%0.40%0.69%Q3 2018Q1 20193
BABA ALIBABA GROUP HOLDING LTD330.00%0.01%0.02%Q3 2021Q1 20223
OXYWS OCCIDENTAL PETE CORP220.95%1.20%1.46%Q2 2023Q3 20232
ARHAUS INC CL A221.02%1.13%1.25%Q2 2023Q3 20232
NYRT NEW YORK REIT INC220.65%0.90%1.15%Q2 2017Q3 20172
DDS DILLARDS INC220.57%0.65%0.74%Q3 2017Q4 20172
BB Blackberry Ltd220.46%0.51%0.56%Q3 2013Q4 20132
SPDR S&P 500 ETF TR220.08%0.11%0.14%Q1 2017Q2 20172
GDX MARKET VECTORS ETF TR220.01%0.02%0.03%Q1 2015Q2 20152
OSTK OVERSTOCK COM INC DEL220.01%0.01%0.01%Q4 2018Q1 20192
S SPRINT NEXTEL CORP116.14%6.14%6.14%Q2 2013Q2 20131
CPT CAMDEN PPTY TR111.28%1.28%1.28%Q3 2023Q3 20231
CFX COLFAX CORP110.84%0.84%0.84%Q1 2016Q1 20161
ATVI ACTIVISION BLIZZARD INC110.70%0.70%0.70%Q3 2022Q3 20221
DELL DELL INC110.54%0.54%0.54%Q2 2013Q2 20131
WALTER INVT MGMT CORP110.40%0.40%0.40%Q1 2016Q1 20161
SPDR S&P 500 ETF TR110.33%0.33%0.33%Q3 2014Q3 20141
SPY SPDR S&P 500 ETF TR110.29%0.29%0.29%Q3 2016Q3 20161
EPV Proshares TR110.25%0.25%0.25%Q1 2014Q1 20141
ERA ERA GROUP INC110.20%0.20%0.20%Q2 2013Q2 20131
RICK RCI HOSPITALITY HLDGS INC110.13%0.13%0.13%Q1 2020Q1 20201
HPQ Hewlett Packard Co110.13%0.13%0.13%Q4 2014Q4 20141
ARKK ARK ETF TR110.08%0.08%0.08%Q3 2021Q3 20211

The securities at the top of the list , including BERKSHIRE HATHAWAY INC DEL, BARRICK GOLD CORPORATION, and ALLEGHANY CORP MD, are the highest-conviction holdings of GoodHaven Capital Management.

The conviction is calculated by counting the number of quarters a security has been reported by GoodHaven Capital Management. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that GoodHaven Capital Management owns currently or has owned in the past.