13F HOLDINGS REPORT
GoodHaven Capital Management, LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001398344-25-015195
Total Value
$287.8M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 122,419 | $59.5M | 20.66% |
| 2 | JEFFERIES FINL GROUP INC | JEF | 442,287 | $24.2M | 8.40% |
| 3 | ALPHABET INC | GOOG | 132,640 | $23.5M | 8.18% |
| 4 | BANK AMERICA CORP | 060505104 | 423,829 | $20.1M | 6.97% |
| 5 | BUILDERS FIRSTSOURCE INC | BLDR | 170,570 | $19.9M | 6.92% |
| 6 | KKR & CO INC | KKRT | 121,325 | $16.1M | 5.61% |
| 7 | PROGRESSIVE CORP | 743315103 | 57,520 | $15.3M | 5.33% |
| 8 | LENNAR CORP | LEN-B | 138,655 | $14.6M | 5.07% |
| 9 | DEVON ENERGY CORP NEW | 25179m103 | 446,971 | $14.2M | 4.94% |
| 10 | BROOKFIELD CORP | 11271j107 | 225,873 | $14.0M | 4.85% |
| 11 | CHUBB LIMITED | CB | 43,380 | $12.6M | 4.37% |
| 12 | VITESSE ENERGY INC | VTS | 552,151 | $12.2M | 4.24% |
| 13 | ARROW ELECTRS INC | 042735100 | 88,688 | $11.3M | 3.93% |
| 14 | MARKEL GROUP INC | MKL | 2,898 | $5.8M | 2.01% |
| 15 | ASBURY AUTOMOTIVE GROUP INC | ABG | 23,558 | $5.6M | 1.95% |
| 16 | HESS MIDSTREAM LP | HESM | 134,375 | $5.2M | 1.80% |
| 17 | OCCIDENTAL PETE CORP | 674599162 | 153,197 | $3.2M | 1.10% |
| 18 | GUILD HLDGS CO | 40172n107 | 153,901 | $3.0M | 1.06% |
| 19 | JPMORGAN CHASE & CO | VYLD | 8,000 | $2.3M | 0.81% |
| 20 | TOLL BROTHERS INC | TOL | 16,965 | $1.9M | 0.67% |
| 21 | CAMDEN PPTY TR | 133131102 | 8,770 | $988,291 | 0.34% |
| 22 | GLOBAL INDUSTRIAL COMPANY | GIC | 33,040 | $892,410 | 0.31% |
| 23 | LOAR HOLDINGS INC | LOAR | 10,000 | $861,700 | 0.30% |
| 24 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 5,708 | $315,538 | 0.11% |
| 25 | ALPHABET INC | GOOG | 1,146 | $201,960 | 0.07% |
| 26 | BROOKFIELD WEALTH SOL LTD | BNT | 144 | $8,896 | 0.00% |