GoodHaven Capital Management Q4 2021 holdings

$171 Million is the total value of GoodHaven Capital Management's 28 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 11.1% .

 Value Shares↓ Weighting
BRKB BuyBERKSHIRE HATHAWAY INC DELcl b new$26,886
+9.6%
89,919
+0.1%
15.70%
-1.5%
GOOG SellALPHABET INCcap stk cl c$24,274
+8.4%
8,389
-0.1%
14.18%
-2.6%
JEF  JEFFERIES FINL GROUP INC$17,522
+4.5%
451,5990.0%10.24%
-6.1%
BLDR  BUILDERS FIRSTSOURCE INC$14,734
+65.7%
171,9000.0%8.61%
+48.8%
LENB BuyLENNAR CORPcl b$8,266
+23.4%
86,446
+0.1%
4.83%
+10.8%
GOLD SellBARRICK GOLD CORP$8,001
-5.8%
421,080
-10.5%
4.67%
-15.4%
STOR BuySTORE CAP CORP$6,827
+8.5%
198,451
+1.0%
3.99%
-2.5%
Y BuyALLEGHANY CORP MD$6,611
+7.3%
9,903
+0.3%
3.86%
-3.6%
PGR BuyPROGRESSIVE CORP$6,212
+13.7%
60,520
+0.1%
3.63%
+2.1%
DVN SellDEVON ENERGY CORP NEW$5,892
-22.0%
133,762
-37.1%
3.44%
-29.9%
BAC  BK OF AMERICA CORP$5,543
+4.8%
124,5980.0%3.24%
-5.8%
KKR  KKR & CO INC$5,493
+22.4%
73,7250.0%3.21%
+9.9%
PCG  PG&E CORP$4,961
+26.5%
408,6750.0%2.90%
+13.6%
GHLD BuyGUILD HLDGS COcl a$4,854
+33.7%
345,969
+31.1%
2.84%
+20.1%
FB BuyMETA PLATFORMS INC.cl a$4,144
+1.2%
12,320
+2.1%
2.42%
-9.1%
HESM SellHESS MIDSTREAM LP$4,022
-2.0%
145,563
-0.0%
2.35%
-12.0%
BAM  BROOKFIELD ASSET MGMT INCcl a ltd vt sh$3,834
+12.8%
63,5020.0%2.24%
+1.4%
MKL BuyMARKEL CORP$2,900
+3.5%
2,350
+0.2%
1.69%
-7.1%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$2,777
-9.8%
23,380
+12.4%
1.62%
-19.0%
GIC  GLOBAL INDUSTRIAL COMPANY$2,288
+7.9%
55,9510.0%1.34%
-3.0%
ASO NewACADEMY SPORTS & OUTDOORS IN$1,57235,800
+100.0%
0.92%
VZ BuyVERIZON COMMUNICATIONS INC$1,327
-2.6%
25,532
+1.3%
0.78%
-12.5%
JPM  JPMORGAN CHASE & CO$1,267
-3.3%
8,0000.0%0.74%
-13.1%
CB  CHUBB LIMITED$701
+11.4%
3,6250.0%0.41%0.0%
GOOGL BuyALPHABET INCcap stk cl a$151
+19.8%
52
+10.6%
0.09%
+7.3%
GOLD NewBARRICK GOLD CORPcall$79500
+100.0%
0.05%
BABA BuyALIBABA GROUP HLDG LTDcall$27
-30.8%
140
+55.6%
0.02%
-36.0%
BAMR  BROOKFIELD ASSET MGMT REINScl a exch lt vtg$26
+13.0%
4150.0%0.02%0.0%
ARKK ExitARK ETF TRput$0-200
-100.0%
-0.08%
Signed by
  • Bernadette Murphy — Chief Compliance Officer

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