GoodHaven Capital Management as of March 31, 2025
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 25 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 22.1 | $65M | 122k | 532.58 | |
| Alphabet Inc Cap Cap Stk Cl C (GOOG) | 8.9 | $26M | 169k | 156.23 | |
| Jefferies Finl Group (JEF) | 8.0 | $24M | 440k | 53.57 | |
| Builders FirstSource (BLDR) | 7.1 | $21M | 168k | 124.94 | |
| Bank of America Corporation (BAC) | 6.6 | $19M | 465k | 41.73 | |
| Devon Energy Corporation (DVN) | 5.7 | $17M | 447k | 37.40 | |
| Progressive Corporation (PGR) | 5.5 | $16M | 58k | 283.01 | |
| Lennar Corp CL B (LEN.B) | 4.9 | $15M | 134k | 109.07 | |
| Kkr & Co (KKR) | 4.8 | $14M | 121k | 115.61 | |
| Vitesse Energy Common Stock (VTS) | 4.5 | $13M | 538k | 24.59 | |
| Chubb (CB) | 4.4 | $13M | 43k | 301.99 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 3.9 | $12M | 219k | 52.41 | |
| Arrow Electronics (ARW) | 3.1 | $9.2M | 89k | 103.83 | |
| Hess Midstream Cl A Shs (HESM) | 1.9 | $5.7M | 134k | 42.29 | |
| Markel Corporation (MKL) | 1.8 | $5.4M | 2.9k | 1869.61 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 1.6 | $4.8M | 39k | 122.30 | |
| Asbury Automotive (ABG) | 1.5 | $4.3M | 20k | 220.84 | |
| Occidental Pete Corp *w Exp 08/03/2027 (OXY.WS) | 1.4 | $4.2M | 152k | 27.67 | |
| Guild Hldgs Cl A (GHLD) | 0.8 | $2.5M | 162k | 15.30 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $2.0M | 8.0k | 245.30 | |
| Global Industrial Company (GIC) | 0.3 | $761k | 34k | 22.40 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.2 | $722k | 15k | 48.45 | |
| Loar Holdings Com Shs (LOAR) | 0.2 | $707k | 10k | 70.65 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $177k | 1.1k | 154.64 | |
| Brookfield Wealth Sol Cl A Exchangab (BNT) | 0.0 | $21k | 396.00 | 52.18 |
