Good Haven Capital Management, LLC Portfolio Holdings by Sector

Good Haven Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$58,047 22.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR 1 stocks	$33,394 13.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$29,150 11.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services JEF GS 2 stocks	$27,925 11.0% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR CB MKL 3 stocks	$25,236 9.94% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM 2 stocks	$20,354 8.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$16,357 6.44% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy DVN 1 stocks	$15,360 6.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology ARW 1 stocks	$7,337 2.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ASO 1 stocks	$5,040 1.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy HESM 1 stocks	$5,012 1.97% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate CPT 1 stocks	$4,917 1.94% of portfolio	-	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GIC 1 stocks	$2,982 1.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services GHLD 1 stocks	$2,823 1.11% of portfolio	-	-	-	-	0 Calls 0 Puts

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