GoodHaven Capital Management as of June 30, 2025
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 26 positions in its portfolio as reported in the June 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) | 20.7 | $60M | 122k | 485.77 | |
| Jefferies Finl Group (JEF) | 8.4 | $24M | 442k | 54.69 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.2 | $24M | 133k | 177.39 | |
| Bank of America Corporation (BAC) | 7.0 | $20M | 424k | 47.32 | |
| Builders FirstSource (BLDR) | 6.9 | $20M | 171k | 116.69 | |
| Kkr & Co (KKR) | 5.6 | $16M | 121k | 133.03 | |
| Progressive Corporation (PGR) | 5.3 | $15M | 58k | 266.86 | |
| Lennar Corp CL B (LEN.B) | 5.1 | $15M | 139k | 105.25 | |
| Devon Energy Corporation (DVN) | 4.9 | $14M | 447k | 31.81 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 4.9 | $14M | 226k | 61.85 | |
| Chubb (CB) | 4.4 | $13M | 43k | 289.72 | |
| Vitesse Energy Common Stock (VTS) | 4.2 | $12M | 552k | 22.09 | |
| Arrow Electronics (ARW) | 3.9 | $11M | 89k | 127.43 | |
| Markel Corporation (MKL) | 2.0 | $5.8M | 2.9k | 1997.36 | |
| Asbury Automotive (ABG) | 2.0 | $5.6M | 24k | 238.54 | |
| Hess Midstream Cl A Shs (HESM) | 1.8 | $5.2M | 134k | 38.51 | |
| Occidental Pete Corp *w Exp 08/03/2027 (OXY.WS) | 1.1 | $3.2M | 153k | 20.71 | |
| Guild Hldgs Cl A (GHLD) | 1.1 | $3.0M | 154k | 19.77 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $2.3M | 8.0k | 289.91 | |
| Toll Brothers (TOL) | 0.7 | $1.9M | 17k | 114.13 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.3 | $988k | 8.8k | 112.69 | |
| Global Industrial Company (GIC) | 0.3 | $892k | 33k | 27.01 | |
| Loar Holdings Com Shs (LOAR) | 0.3 | $862k | 10k | 86.17 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $316k | 5.7k | 55.28 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $202k | 1.1k | 176.23 | |
| Brookfield Wealth Sol Cl A Exchangab (BNT) | 0.0 | $8.9k | 144.00 | 61.78 |
