GCM

GoodHaven Capital Management Portfolio holdings

AUM $309M
1-Year Est. Return 10.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.36M
3
+$900K
4
Y
Alleghany Corp
Y
+$634K
5
LEN.B icon
Lennar Class B
LEN.B
+$184K

Top Sells

1
+$2.12M
2
+$1.09M
3
+$473K
4
BNT
Brookfield Wealth Solutions
BNT
+$1.24K

Sector Composition

1 Financials 48.49%
2 Communication Services 18.21%
3 Energy 7.59%
4 Industrials 7.17%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
-5,559
28
– –
0
1
2