Letters by company
Hess Midstream LP
2 letters discussing HESM. Everything written about it on this site is on its ticker page.
- GoodHaven Capital Management The Best Hedge Is Being Right GoodHaven concentrated the portfolio in Berkshire Hathaway, Alphabet, Barrick Gold, Jefferies Financial and Builders FirstSource after deploying liquidity during the spring selloff. The fund added PG&E and Chubb, maintained energy exposure through WPX Energy and Birchcliff Energy, and sold Stolt-Nielsen to fund newer ideas. fiscal year ended November 30, 2020 BIREF $1.4BBLDR $6.1BBRK.A $1.2T
- GoodHaven Capital Management Annual Report GoodHaven Fund completed its advisory-firm reorganization, leaving Larry Pitkowsky as sole controlling owner and portfolio manager. The portfolio retained major positions in Barrick Gold, Alphabet, Berkshire Hathaway, Jefferies and WPX Energy, while trimming Barrick, adding Fannie Mae common and favoring undervalued businesses with a margin of safety. fiscal 2019 AAL $8.4BBLDR $6.1BBRK.A $1.2T
