GoodHaven Capital Management Q1 2021 13F Holdings

GoodHaven Capital Management Q1 2021 holdings
TickerName Value Shares↓ Weighting
BRKB BERKSHIRE HATHAWAY INC...cl b new  $22,914
10.2%
89,6940.0%17.16%
-0.8%
GOOG ALPHABET INCcap stk cl c  $17,374
18.1%
8,3990.0%13.01%
6.3%
JEF JEFFERIES FINL GROUP INCReduce  $13,575
17.6%
450,999
-3.9%
10.17%
5.9%
GOLD BARRICK GOLD CORP  $9,253
-13.1%
467,3050.0%6.93%
-21.8%
BLDR BUILDERS FIRSTSOURCE INCReduce  $7,962
-6.9%
171,700
-18.1%
5.96%
-16.2%
LENB LENNAR CORPcl bReduce  $6,929
34.4%
84,146
-0.1%
5.19%
21.0%
STOR STORE CAP CORP  $6,571
-1.4%
196,1500.0%4.92%
-11.3%
DVN DEVON ENERGY CORP NEWNew  $6,278287,3124.70%
Y ALLEGHANY CORP DELReduce  $6,023
3.5%
9,617
-0.3%
4.51%
-6.9%
PGR PROGRESSIVE CORPAdd  $5,734
102.3%
59,975
109.2%
4.29%
82.0%
BAC BK OF AMERICA CORPReduce  $4,816
27.5%
124,468
-0.1%
3.61%
14.8%
KKR KKR & CO INC  $3,601
20.6%
73,7250.0%2.70%
8.6%
FB FACEBOOK INCcl aNew  $3,55512,0702.66%
HESM HESS MIDSTREAM LP  $3,259
14.6%
145,3670.0%2.44%
3.1%
BAM BROOKFIELD ASSET MGMT INCcl a ltd vt shReduce  $2,821
7.8%
63,402
-0.0%
2.11%
-2.9%
MKL MARKEL CORPAdd  $2,633
50.8%
2,310
36.7%
1.97%
35.7%
PCG PG&E CORP  $2,334
-6.0%
199,2750.0%1.75%
-15.4%
SYX SYSTEMAX INC  $2,301
14.6%
55,9510.0%1.72%
3.1%
CB CHUBB LIMITED  $1,559
2.6%
9,8700.0%1.17%
-7.6%
VZ VERIZON COMMUNICATIONS...Add  $1,275
24.5%
21,934
25.8%
0.96%
12.1%
JPM JPMORGAN CHASE & CO  $1,218
19.8%
8,0000.0%0.91%
7.8%
FHI FEDERATED HERMES INCcl b  $852
8.3%
27,2350.0%0.64%
-2.6%
SPB SPECTRUM BRANDS HLDGS ...Reduce  $516
-84.5%
6,068
-85.6%
0.39%
-86.1%
SPY SPDR S&P 500... SPYputtr unit  $92
-8.9%
4300.0%0.07%
-17.9%
GOOGL ALPHABET INCcap stk cl a  $87
17.6%
420.0%0.06%
4.8%
HPQ HP INCSold out  $0-45,351-0.93%
WPX WPX ENERGY INCSold out  $0-742,171-5.03%