Universe · entity
GoodHaven Capital Management, LLC
Institutional manager (13F) · CIK 1542300
13F holdings · as of 2026-03-31 · top 24 · reported portfolio $286M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $59M | 122,366 |
| 2 | ALPHABET INC | $37M | 127,340 |
| 3 | DEVON ENERGY CORP NEW | $23M | 454,459 |
| 4 | BANK AMERICA CORP | $21M | 423,479 |
| 5 | JEFFERIES FINANCIAL GROUP IN | $18M | 444,837 |
| 6 | CHUBB LIMITED SWITZ | $18M | 54,338 |
| 7 | BUILDERS FIRSTSOURCE INC | $15M | 185,430 |
| 8 | BROOKFIELD CORP | $14M | 347,280 |
| 9 | LENNAR CORP | $14M | 163,440 |
| 10 | KKR & CO INC | $13M | 143,303 |
| 11 | PROGRESSIVE CORP | $11M | 57,448 |
| 12 | ARROW ELECTRS INC | $10M | 69,866 |
| 13 | ASBURY AUTOMOTIVE GROUP INC | $9M | 43,761 |
| 14 | OCCIDENTAL PETE CORP | $7M | 154,697 |
| 15 | MARKEL GROUP INC | $6M | 2,922 |
| 16 | HESS MIDSTREAM LP | $5M | 134,235 |
| 17 | JPMORGAN CHASE & CO | $2M | 8,000 |
| 18 | TOLL BROTHERS INC | $2M | 16,969 |
| 19 | GLOBAL INDUSTRIAL COMPANY | $1M | 32,990 |
| 20 | CAMDEN PPTY TR | $857k | 8,775 |
| 21 | LOAR HOLDINGS INC | $573k | 10,000 |
| 22 | ALPHABET INC | $330k | 1,146 |
| 23 | BROOKFIELD ASSET MANAGMT LTD | $252k | 5,673 |
| 24 | BROOKFIELD WEALTH SOL LTD | $8k | 204 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.