Holdings
GoodHaven Capital Management, LLC
As of Jun 30, 2026, GoodHaven Capital Management, LLC reported 21 positions worth US$294M. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Bank Of America Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 123K | US$61.4M | +306 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 127K | US$45.4M | −1,130 | Jun 30, 2026 |
| Bank Of America Corporation | 423K | US$24.1M | no change | Jun 30, 2026 |
| Jefferies Financial Group Inc. | 446K | US$22.3M | +1,105 | Jun 30, 2026 |
| Builders Firstsource, Inc. | 229K | US$20.5M | +43,330 | Jun 30, 2026 |
| Devon Energy Corporation | 453K | US$18.7M | −1,500 | Jun 30, 2026 |
| Arrow Electronics, Inc. | 69,866 | US$14.9M | no change | Jun 30, 2026 |
| Brookfield Corporation | 347K | US$14.8M | no change | Jun 30, 2026 |
| Lennar Corporation | 160K | US$14.5M | +1,463 | Jun 30, 2026 |
| Progressive Corporation (the) | 61,671 | US$13.5M | +4,223 | Jun 30, 2026 |