GoodHaven Capital Management, LLC
Net buyer this quarter
$318M
24
+$7.59M
80.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.B | $61.4M | 19.32% | Not reported | +0.3% | Q2 2013 |
 GOOG | $45M | 14.16% | Not reported | Not reported | Q4 2015 |
 BAC | $24.1M | 7.59% | 0.01% | Not reported | Q1 2020 |
 JEF | $22.3M | 7.02% | 0.22% | +0.3% | Q2 2018 |
 BLDR | $20.5M | 6.44% | 0.21% | +23.4% | Q1 2017 |
 DVN | $18.7M | 5.89% | 0.07% | -0.3% | Q3 2013 |
 CB | $18.5M | 5.83% | 0.01% | Not reported | Q4 2020 |
 ARW | $14.9M | 4.69% | 0.14% | Not reported | Q2 2024 |
 BN | $14.8M | 4.66% | Not reported | Not reported | Q4 2022 |
 LEN.B | $14.5M | 4.55% | Not reported | -0.3% | Q4 2018 |
 PGR | $13.5M | 4.24% | 0.01% | +7.4% | Q1 2020 |
 KKR | $13.1M | 4.13% | 0.02% | -0.1% | Q1 2020 |
 ABG | $11.4M | 3.57% | 0.30% | +29.0% | Q4 2024 |
 MKL | $6.14M | 1.93% | 0.03% | +7.5% | Q1 2020 |
 HESM | $5.03M | 1.58% | 0.10% | -0.4% | Q1 2018 |
 OXY | $4.04M | 1.27% | 0.02% | -1.9% | Q2 2023 |
 TOL | $2.8M | 0.88% | 0.02% | Not reported | Q2 2025 |
 JPM | $2.62M | 0.82% | 0.00% | Not reported | Q1 2020 |
 CPT | $1M | 0.32% | 0.01% | Not reported | Q3 2023 |
 GIC | $989K | 0.31% | 0.08% | -10.4% | Q2 2021 |
 LOAR | $806K | 0.25% | 0.01% | Not reported | Q2 2024 |
| GOOGL | $410K | 0.13% | 0.00% | Not reported | Q4 2015 |
| BAM | $254K | 0.08% | Not reported | Not reported | Q3 2019 |
| BNT | $8.7K | 0.00% | 0.00% | Not reported | Q3 2024 |
| Q1 2026 | |||||
| BRK.B | $58.6M | 20.43% | Not reported | -0.2% | Q2 2013 |
| GOOG | $36.5M | 12.73% | Not reported | -0.1% | Q4 2015 |
| DVN | $22.9M | 7.97% | 0.07% | -0.1% | Q3 2013 |
| BAC | $20.6M | 7.19% | 0.01% | 0.0% | Q1 2020 |
| JEF | $18.4M | 6.40% | 0.22% | +0.5% | Q2 2018 |
| CB | $17.7M | 6.17% | 0.01% | 0.0% | Q4 2020 |
| BLDR | $15.3M | 5.32% | 0.17% | +8.7% | Q1 2017 |
| BN | $14.1M | 4.90% | Not reported | +0.8% | Q4 2022 |
| LEN.B | $13.7M | 4.79% | Not reported | +8.2% | Q4 2018 |
| KKR | $13.3M | 4.62% | 0.02% | +18.1% | Q1 2020 |
| PGR | $11.4M | 3.97% | 0.01% | 0.0% | Q1 2020 |
| ARW | $10M | 3.49% | 0.14% | 0.0% | Q2 2024 |
| ABG | $8.55M | 2.98% | 0.23% | +64.5% | Q4 2024 |
| OXY | $6.64M | 2.31% | 0.02% | Not reported | Q2 2023 |
| MKL | $5.59M | 1.95% | 0.02% | +0.8% | Q1 2020 |
| HESM | $5.22M | 1.82% | 0.10% | Not reported | Q1 2018 |
| JPM | $2.35M | 0.82% | 0.00% | Not reported | Q1 2020 |
| TOL | $2.32M | 0.81% | 0.02% | 0.0% | Q2 2025 |
| GIC | $1.04M | 0.36% | 0.09% | -0.2% | Q2 2021 |
| CPT | $857K | 0.30% | 0.01% | +0.1% | Q3 2023 |
| LOAR | $573K | 0.20% | 0.01% | Not reported | Q2 2024 |
| GOOGL | $330K | 0.11% | 0.00% | Not reported | Q4 2015 |
| BAM | $252K | 0.09% | Not reported | Not reported | Q3 2019 |
| BNT | $8.45K | 0.00% | 0.00% | -1.5% | Q3 2024 |
| Q4 2025 | |||||
| BRK.B | $61.6M | 19.95% | Not reported | Not reported | Q2 2013 |
| GOOG | $40M | 12.96% | Not reported | -0.1% | Q4 2015 |
| JEF | $27.4M | 8.88% | 0.21% | +0.1% | Q2 2018 |
| BAC | $23.3M | 7.54% | 0.01% | Not reported | Q1 2020 |
| BLDR | $17.5M | 5.68% | 0.15% | Not reported | Q1 2017 |
| CB | $17M | 5.49% | 0.01% | +12.8% | Q4 2020 |
| DVN | $16.7M | 5.39% | 0.07% | +1.7% | Q3 2013 |
| BN | $15.8M | 5.12% | Not reported | +1.7% | Q4 2022 |
| KKR | $15.5M | 5.01% | 0.01% | Not reported | Q1 2020 |
| LEN.B | $14.4M | 4.65% | Not reported | +8.9% | Q4 2018 |
| PGR | $13.1M | 4.24% | 0.01% | Not reported | Q1 2020 |
 VTS | $10.7M | 3.47% | 1.44% | Not reported | Q1 2023 |
| ARW | $7.7M | 2.49% | 0.14% | -21.5% | Q2 2024 |
| MKL | $6.23M | 2.02% | 0.02% | Not reported | Q1 2020 |
| ABG | $6.18M | 2.00% | 0.14% | +11.0% | Q4 2024 |
| HESM | $4.63M | 1.50% | 0.10% | Not reported | Q1 2018 |
| OXY | $2.98M | 0.97% | 0.02% | +1.0% | Q2 2023 |
| JPM | $2.58M | 0.83% | 0.00% | Not reported | Q1 2020 |
| TOL | $2.29M | 0.74% | 0.02% | Not reported | Q2 2025 |
| GIC | $965K | 0.31% | 0.09% | Not reported | Q2 2021 |
| CPT | $965K | 0.31% | 0.01% | Not reported | Q3 2023 |
| LOAR | $680K | 0.22% | 0.01% | Not reported | Q2 2024 |
| GOOGL | $359K | 0.12% | 0.00% | Not reported | Q4 2015 |
| BAM | $297K | 0.10% | Not reported | Not reported | Q3 2019 |
| BNT | $9.51K | 0.00% | 0.00% | -4.2% | Q3 2024 |
| Q3 2025 | |||||
| BRK.B | $61.6M | 19.84% | Not reported | +0.1% | Q2 2013 |
| GOOG | $31.1M | 10.01% | Not reported | -3.8% | Q4 2015 |
| JEF | $28.9M | 9.31% | 0.21% | -0.1% | Q2 2018 |
| BAC | $21.8M | 7.04% | 0.01% | -0.1% | Q1 2020 |
| BLDR | $20.7M | 6.66% | 0.15% | 0.0% | Q1 2017 |
| LEN.B | $16.6M | 5.36% | Not reported | Not reported | Q4 2018 |
| KKR | $15.8M | 5.08% | 0.01% | Not reported | Q1 2020 |
| DVN | $15.7M | 5.05% | 0.07% | Not reported | Q3 2013 |
| BN | $15.5M | 4.99% | Not reported | Not reported | Q4 2022 |
| PGR | $14.2M | 4.57% | 0.01% | -0.1% | Q1 2020 |
| CB | $13.6M | 4.38% | 0.01% | +11.1% | Q4 2020 |
| VTS | $12.9M | 4.16% | 1.44% | +0.8% | Q1 2023 |
| ARW | $10.8M | 3.47% | 0.17% | +0.3% | Q2 2024 |
| ABG | $5.86M | 1.89% | 0.12% | +1.7% | Q4 2024 |
| MKL | $5.54M | 1.78% | 0.02% | Not reported | Q1 2020 |
| HESM | $4.64M | 1.49% | 0.10% | -0.1% | Q1 2018 |
| OXY | $3.91M | 1.26% | 0.02% | Not reported | Q2 2023 |
| GHLD | $3M | 0.97% | 0.77% | -2.2% | Q2 2021 |
| JPM | $2.52M | 0.81% | 0.00% | Not reported | Q1 2020 |
| TOL | $2.34M | 0.75% | 0.02% | Not reported | Q2 2025 |
| GIC | $1.21M | 0.39% | 0.09% | Not reported | Q2 2021 |
| CPT | $936K | 0.30% | 0.01% | Not reported | Q3 2023 |
| LOAR | $800K | 0.26% | 0.01% | Not reported | Q2 2024 |
| BAM | $323K | 0.10% | Not reported | -0.6% | Q3 2019 |
| GOOGL | $279K | 0.09% | 0.00% | Not reported | Q4 2015 |
| BNT | $9.86K | 0.00% | 0.00% | Not reported | Q3 2024 |