Institutions / GoodHaven Capital Management, LLC
GoodHaven Capital Management, LLC
CIK 1542300 · Institution · as of Dec 31, 2025
Portfolio value
$308.83M
Positions
25
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $61.61M | 19.9% |
| Alphabet Inc | $40.01M | 13.0% |
| Jefferies Finl Group Inc | $27.42M | 8.9% |
| Bank of America Corp /De | $23.29M | 7.5% |
| Builders Firstsource Inc | $17.54M | 5.7% |
| Chubb Limited | $16.96M | 5.5% |
| Devon Energy Corp New | $16.65M | 5.4% |
| Brookfield Corp | $15.82M | 5.1% |
| KKR & Co Inc | $15.47M | 5.0% |
| Lennar Corp | $14.37M | 4.7% |
| Progressive CORP/OH | $13.09M | 4.2% |
| Vitesse Energy Inc | $10.72M | 3.5% |
| Arrow Electronics, Inc. | $7.70M | 2.5% |
| Markel Group Inc | $6.23M | 2.0% |
| Asbury Automotive Group Inc | $6.18M | 2.0% |
| Hess Midstream LP | $4.63M | 1.5% |
| Occidental Pete Corp | $2.98M | 1.0% |
| JPMorgan Chase & Co | $2.58M | 0.8% |
| Toll Brothers Incorporated | $2.29M | 0.7% |
| Global Industrial Company | $965.4K | 0.3% |
| Camden Property Trust | $965.4K | 0.3% |
| Loar Holdings Inc | $680.0K | 0.2% |
| Alphabet Inc | $358.7K | 0.1% |
| Brookfield Asset Managmt Ltd | $297.2K | 0.1% |
| Brookfield Wealth Sol Ltd | $9.5K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.