GoodHaven Capital Management as of Dec. 31, 2025
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 25 positions in its portfolio as reported in the December 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) | 19.9 | $62M | 123k | 502.65 | |
| Alphabet Cap Stk Cl C (GOOG) | 13.0 | $40M | 128k | 313.80 | |
| Jefferies Finl Group (JEF) | 8.9 | $27M | 443k | 61.97 | |
| Bank of America Corporation (BAC) | 7.5 | $23M | 424k | 55.00 | |
| Builders FirstSource (BLDR) | 5.7 | $18M | 171k | 102.89 | |
| Chubb (CB) | 5.5 | $17M | 54k | 312.12 | |
| Devon Energy Corporation (DVN) | 5.4 | $17M | 455k | 36.63 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 5.1 | $16M | 345k | 45.89 | |
| Kkr & Co (KKR) | 5.0 | $16M | 121k | 127.48 | |
| Lennar Corp CL B (LEN.B) | 4.7 | $14M | 151k | 95.12 | |
| Progressive Corporation (PGR) | 4.2 | $13M | 58k | 227.72 | |
| Vitesse Energy Common Stock (VTS) | 3.5 | $11M | 557k | 19.26 | |
| Arrow Electronics (ARW) | 2.5 | $7.7M | 70k | 110.18 | |
| Markel Corporation (MKL) | 2.0 | $6.2M | 2.9k | 2149.65 | |
| Asbury Automotive (ABG) | 2.0 | $6.2M | 27k | 232.53 | |
| Hess Midstream Cl A Shs (HESM) | 1.5 | $4.6M | 134k | 34.50 | |
| Occidental Pete Corp *w Exp 08/03/2027 (OXY.WS) | 1.0 | $3.0M | 155k | 19.27 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $2.6M | 8.0k | 322.22 | |
| Toll Brothers (TOL) | 0.7 | $2.3M | 17k | 135.22 | |
| Global Industrial Company (GIC) | 0.3 | $965k | 33k | 29.22 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.3 | $965k | 8.8k | 110.08 | |
| Loar Holdings Com Shs (LOAR) | 0.2 | $680k | 10k | 68.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $359k | 1.1k | 313.00 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $297k | 5.7k | 52.39 | |
| Brookfield Wealth Sol Cl A Exchangab (BNT) | 0.0 | $9.5k | 207.00 | 45.95 |
