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| Name: |
GOODHAVEN CAPITAL MANAGEMENT, LLC |
| City: |
MIAMI |
| State: |
FL |
| Zip: |
33143 |
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data |
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| Holdings
Found :
15 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BLDR |
Builders Firstsource Inc |
2 |
- |
$149.55 |
$35,618,000 |
170,790 |
13.4% |
7,106,000 |
0 |
0.082 |
Home Improvement Stores |
|
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GOOG |
Alphabet Inc |
3 |
- |
$178.37 |
$26,346,000 |
173,030 |
9.91% |
1,961,000 |
0 |
0.003 |
Search Engines & Info... |
|
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LUK |
Leucadia National Corp |
4 |
- |
$44.02 |
$19,826,000 |
449,558 |
7.46% |
1,659,000 |
0 |
0.065 |
Integrated Telecommun... |
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BAC |
Bank of America Corp |
5 |
- |
$39.24 |
$17,818,000 |
469,881 |
6.71% |
1,997,000 |
0 |
0.005 |
Domestic Money Center... |
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LEN.B |
Lennar Corp Class B |
6 |
- |
$142.59 |
$15,866,000 |
102,906 |
5.97% |
2,071,000 |
0 |
0.274 |
Residential Construct... |
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DVN |
Devon Energy Corp |
7 |
- |
$45.56 |
$14,548,000 |
289,907 |
5.47% |
1,415,000 |
0 |
0.043 |
Independent Oil & Gas |
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KKR |
KKR Financial Holdings LLC |
8 |
- |
$109.18 |
$12,599,000 |
125,265 |
4.74% |
2,221,000 |
0 |
0.022 |
Asset Management |
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PGR |
Progressive Corp |
9 |
- |
$203.92 |
$12,415,000 |
60,030 |
4.67% |
2,853,000 |
0 |
0.01 |
Property & Casualty I... |
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BN |
BROOKFIELD Corp |
11 |
- |
$40.95 |
$9,197,000 |
219,648 |
3.46% |
385,000 |
0 |
0.014 |
N/A |
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GIC |
Global Industrial Co |
16 |
- |
$32.13 |
$3,937,000 |
87,926 |
1.48% |
522,000 |
0 |
0.235 |
Catalog & Mail Order ... |
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JPM |
JP Morgan Chase & Co |
22 |
- |
$193.78 |
$1,602,000 |
8,000 |
0.6% |
241,000 |
0 |
0 |
Domestic Money Center... |
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CB |
Chubb Ltd (ACE Ltd) |
23 |
- |
$259.46 |
$920,000 |
3,550 |
0.35% |
118,000 |
0 |
0.001 |
Property & Casualty I... |
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BAM |
Brookfield Asset Management... |
24 |
- |
$38.01 |
$661,000 |
15,730 |
0.25% |
29,000 |
0 |
0.004 |
Asset Management |
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GOOGL |
Alphabet Inc |
25 |
- |
$176.79 |
$173,000 |
1,146 |
0.07% |
13,000 |
0 |
0 |
Search Engines & Info... |
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BNRE |
Brookfield Asset Management... |
26 |
- |
$40.84 |
$17,000 |
411 |
0.01% |
0 |
0 |
0.004 |
N/A |
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