GoodHaven Capital Management, LLC
GoodHaven Capital Management, LLC reported 26 holdings worth US$318M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
GoodHaven Capital Management, LLC reported 26 holdings worth US$318M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Bank Of America Corporation. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 26
- Value as reported
- US$318M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 123K | US$61.4M | 19.3% |
| Alphabet Inc (google) Class C | 127K | US$45.4M | 14.3% |
| Bank Of America Corporation | 423K | US$24.1M | 7.6% |
| Jefferies Financial Group Inc. | 446K | US$22.3M | 7.0% |
| Builders Firstsource, Inc. | 229K | US$20.5M | 6.4% |
| Devon Energy Corporation | 453K | US$18.7M | 5.9% |
| Arrow Electronics, Inc. | 69,866 | US$14.9M | 4.7% |
| Brookfield Corporation | 347K | US$14.8M | 4.7% |
| Lennar Corporation | 160K | US$14.5M | 4.6% |
| Progressive Corporation (the) | 61,671 | US$13.5M | 4.2% |
| Kkr & Co. Inc. | 143K | US$13.1M | 4.1% |
| Asbury Automotive Group Inc | 56,450 | US$11.4M | 3.6% |
| Markel Group Inc. | 3,142 | US$6.14M | 1.9% |
| Hess Midstream Lp | 134K | US$5.03M | 1.6% |
| Toll Brothers, Inc. | 16,969 | US$2.8M | 0.88% |
| Jp Morgan Chase & Co. | 8,000 | US$2.62M | 0.82% |
| Camden Property Trust | 8,775 | US$1M | 0.32% |
| Global Industrial Company | 29,550 | US$989K | 0.31% |
| Loar Holdings Inc. | 10,000 | US$806K | 0.25% |
| Brookfield Asset Management Inc | 5,673 | US$254K | 0.08% |
| Brookfield Wealth Solutions Ltd. Class A | 204 | US$8,703 | <0.01% |