GoodHaven Capital Management as of March 31, 2026
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 24 positions in its portfolio as reported in the March 2026 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) | 20.6 | $59M | 124k | 479.20 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.7 | $37M | 127k | 286.86 | |
| Devon Energy Corporation (DVN) | 8.0 | $23M | 455k | 50.32 | |
| Bank of America Corporation (BAC) | 7.2 | $21M | 424k | 48.75 | |
| Jefferies Finl Group (JEF) | 6.4 | $18M | 445k | 41.27 | |
| Chubb (CB) | 6.2 | $18M | 54k | 325.93 | |
| Builders FirstSource (BLDR) | 5.3 | $15M | 185k | 82.33 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 4.9 | $14M | 347k | 40.47 | |
| Lennar Corp CL B (LEN.B) | 4.9 | $14M | 166k | 84.12 | |
| Kkr & Co (KKR) | 4.6 | $13M | 143k | 92.50 | |
| Progressive Corporation (PGR) | 4.0 | $11M | 57k | 198.24 | |
| Arrow Electronics (ARW) | 3.5 | $10M | 70k | 143.41 | |
| Asbury Automotive (ABG) | 3.0 | $8.6M | 44k | 195.41 | |
| Occidental Pete Corp *w Exp 08/03/2027 (OXY.WS) | 2.3 | $6.6M | 155k | 42.90 | |
| Markel Corporation (MKL) | 1.9 | $5.6M | 2.9k | 1914.07 | |
| Hess Midstream Cl A Shs (HESM) | 1.8 | $5.2M | 134k | 38.87 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $2.4M | 8.0k | 294.16 | |
| Toll Brothers (TOL) | 0.8 | $2.3M | 17k | 136.47 | |
| Global Industrial Company (GIC) | 0.4 | $1.0M | 33k | 31.52 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.3 | $857k | 8.8k | 97.66 | |
| Loar Holdings Com Shs (LOAR) | 0.2 | $573k | 10k | 57.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $330k | 1.1k | 287.56 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $252k | 5.7k | 44.45 | |
| Brookfield Wealth Sol Cl A Exchangab (BNT) | 0.0 | $8.4k | 204.00 | 41.40 |
