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	$64,274 25.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR CB MKL 3 stocks	$34,710 13.92% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$26,520 10.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services JEF 1 stocks	$23,570 9.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM 2 stocks	$21,359 8.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR 1 stocks	$20,954 8.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy DVN 1 stocks	$16,716 6.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$14,026 5.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology ARW 1 stocks	$9,208 3.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy HESM 1 stocks	$5,710 2.29% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate CPT 1 stocks	$4,778 1.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical ABG 1 stocks	$4,266 1.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services GHLD 1 stocks	$2,573 1.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GIC 1 stocks	$765 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts

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