Guest hellsten Posted November 2, 2012 Posted November 2, 2012 http://www.goodhavenfunds.com/media/pdfs/GoodHaven_8.31.12_NQ.pdf They seem to like Hewlett-Packard, Spectrum Brands Holdings Inc., Walter Investment Management Corp., Jefferies, and Microsoft. I wish I owned Spectrum Brands Holdings Inc. and Walter Investment Management Corp… Spectacular returns YTD.
zarley Posted November 2, 2012 Posted November 2, 2012 Thanks for sharing. I own a bit of GOODX in a retirement account. It's a good proxy for my own approach/positions.
eclecticvalue Posted November 2, 2012 Posted November 2, 2012 Yep I agree about SPB I wanted to get into that one. I am surprised it hasn't come down due to Phil Falcone's legal troubles.
BargainValueHunter Posted November 2, 2012 Posted November 2, 2012 They should switch out HPQ for DELL! ;)
fareastwarriors Posted January 23, 2013 Posted January 23, 2013 2012 Annual report. attached.GoodHaven_Fund_2012_Annual_Report.pdf
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