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GoodHaven Capital Management, LLC 13F holdings

Filed 2026-08-10 · GoodHaven Capital Management, LLC · 26 positions · $317.7M

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TickerCompanySharesValue% of portfolio
BRK-BBERKSHIRE HATHAWAY INC DEL122.7K$61.4M19.3%
GOOGALPHABET INC127.3K$45.0M14.2%
BACBANK OF AMER CORP423.5K$24.1M7.6%
JEFJEFFERIES FINANCIAL GROUP IN445.9K$22.3M7.0%
BLDRBUILDERS FIRSTSOURCE INC228.8K$20.5M6.4%
DVNDEVON ENERGY CORP NEW453.0K$18.7M5.9%
CBCHUBB LIMITED54.3K$18.5M5.8%
ARWARROW ELECTRS INC69.9K$14.9M4.7%
BNBROOKFIELD CORP347.3K$14.8M4.7%
LEN-BLENNAR CORP163.0K$14.5M4.6%
PGRPROGRESSIVE CORP61.7K$13.5M4.2%
KKRKKR & CO INC143.1K$13.1M4.1%
ABGASBURY AUTOMOTIVE GROUP INC56.5K$11.4M3.6%
MKLMARKEL GROUP INC3.1K$6.1M1.9%
HESMHESS MIDSTREAM LP133.7K$5.0M1.6%
OXY-WSOCCIDENTAL PETE CORP151.7K$4.0M1.3%
TOLTOLL BROTHERS INC17.0K$2.8M0.9%
JPMJPMORGAN CHASE & CO8.0K$2.6M0.8%
CPTCAMDEN PPTY TR8.8K$1.0M0.3%
GICGLOBAL INDUSTRIAL COMPANY29.6K$988,7430.3%
LOARLOAR HOLDINGS INC10.0K$806,1000.3%
BRK-BBERKSHIRE HATHAWAY INC DEL1.5K$750,5850.2%
GOOGLALPHABET INC1.1K$409,5460.1%
LEN-BLENNAR CORP3.0K$266,1300.1%
BAMBROOKFIELD ASSET MANAGMT LTD5.7K$254,4340.1%
—BROOKFIELD WEALTH SOL LTD204$8,7030.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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