GoodHaven Capital Management, LLC Buys Hess Midstream Operations LP, Brookfield Asset Management Inc, Sells Hess Midstream Operations LP, Spectrum Brands Holdings Inc, Verizon Communications Inc

Feb 13, 2020

Miami, FL, based Investment company GoodHaven Capital Management, LLC (Current Portfolio) buys Hess Midstream Operations LP, Brookfield Asset Management Inc, sells Hess Midstream Operations LP, Spectrum Brands Holdings Inc, Verizon Communications Inc, Federated Hermes Inc, Macy's Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, GoodHaven Capital Management, LLC. As of 2019Q4, GoodHaven Capital Management, LLC owns 22 stocks with a total value of $125 million. These are the details of the buys and sells.

New Purchases: 5HM,
Added Positions: BAM, DAL,
Reduced Positions: GOLD, SPB, VZ, FHI, HPQ, BRK.B, WPX, Y, GOOG, AAL, M, GOOGL, JEF, BLDR, SYX, MHK, LEN.B, STOR,
Sold Out: HESM,

For the details of GoodHaven Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/goodhaven+capital+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of GoodHaven Capital Management, LLC

Barrick Gold Corp (GOLD) - 737,355 shares, 10.93% of the total portfolio. Shares reduced by 16.73%
Alphabet Inc (GOOG) - 9,267 shares, 9.88% of the total portfolio. Shares reduced by 4%
Berkshire Hathaway Inc (BRK.B) - 54,064 shares, 9.76% of the total portfolio. Shares reduced by 5.83%
WPX Energy Inc (WPX) - 876,971 shares, 9.61% of the total portfolio. Shares reduced by 5.74%
Jefferies Financial Group Inc (JEF) - 550,030 shares, 9.37% of the total portfolio. Shares reduced by 2.8%

New Purchase: Hess Midstream Operations LP (5HM)

GoodHaven Capital Management, LLC initiated holding in Hess Midstream Operations LP. The purchase prices were between $17.37 and $19.64, with an estimated average price of $18.48. The stock is now traded at around $19.98. The impact to a portfolio due to this purchase was 1.88%. The holding were 104,067 shares as of .

Added: Brookfield Asset Management Inc (BAM)

GoodHaven Capital Management, LLC added to a holding in Brookfield Asset Management Inc by 59.46%. The purchase prices were between $50.84 and $58.41, with an estimated average price of $56. The stock is now traded at around $66.75. The impact to a portfolio due to this purchase was 0.66%. The holding were 38,737 shares as of .

Sold Out: Hess Midstream Operations LP (HESM)

GoodHaven Capital Management, LLC sold out a holding in Hess Midstream Operations LP. The sale prices were between $19.39 and $22.98, with an estimated average price of $20.97.

Here is the complete portfolio of GoodHaven Capital Management, LLC. Also check out:

1. GoodHaven Capital Management, LLC's Undervalued Stocks
2. GoodHaven Capital Management, LLC's Top Growth Companies, and
3. GoodHaven Capital Management, LLC's High Yield stocks
4. Stocks that GoodHaven Capital Management, LLC keeps buying

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