Letters by company
Leucadia National Corporation
1 letter discussing LUK. Everything written about it on this site is on its ticker page.
- GoodHaven Capital Management Annual Report GoodHaven Fund retained large positions in WPX Energy and Barrick Gold, arguing that lower costs, reduced debt and improved asset portfolios have strengthened both businesses. It maintained cash amid elevated equity valuations, added selectively to Barrick, and warned that heavy flows into passive index funds could leave investors owning expensive securities. fiscal year ended November 30, 2016 BIREY $1.8BFHI $4.9BGOOGL $3.5T