Guest hellsten Posted November 2, 2012 Share 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. Link to comment Share on other sites More sharing options...
zarley Posted November 2, 2012 Share 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. Link to comment Share on other sites More sharing options...
eclecticvalue Posted November 2, 2012 Share 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. Link to comment Share on other sites More sharing options...
Palantir Posted November 2, 2012 Share Posted November 2, 2012 HPQ? Yucky. Link to comment Share on other sites More sharing options...
BargainValueHunter Posted November 2, 2012 Share Posted November 2, 2012 They should switch out HPQ for DELL! ;) Link to comment Share on other sites More sharing options...
fareastwarriors Posted January 23, 2013 Share Posted January 23, 2013 2012 Annual report. attached.GoodHaven_Fund_2012_Annual_Report.pdf Link to comment Share on other sites More sharing options...
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