Holdings
GoodHaven Fund
As of May 31, 2026, GoodHaven Fund reported 18 positions worth US$233M. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Terravest Industries, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 85,800 | US$40.7M | no change | May 31, 2026 |
| Alphabet Inc (google) Class C | 83,248 | US$31.7M | −747 | May 31, 2026 |
| Terravest Industries, Inc. | 158K | US$17.7M | no change | May 31, 2026 |
| Bank Of America Corporation | 320K | US$16.5M | no change | May 31, 2026 |
| Devon Energy Corporation | 329K | US$14.6M | no change | May 31, 2026 |
| Chubb Limited | 44,500 | US$13.9M | no change | May 31, 2026 |
| Jefferies Financial Group Inc. | 243K | US$12.8M | no change | May 31, 2026 |
| Exor N.v. | 156K | US$12.2M | no change | May 31, 2026 |
| Builders Firstsource, Inc. | 148K | US$11.3M | +49,000 | May 31, 2026 |
| Arrow Electronics, Inc. | 51,438 | US$11M | no change | May 31, 2026 |