13F HOLDINGS REPORT
GoodHaven Capital Management, LLC
Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001398344-25-020505
Total Value
$310.6M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 122,569 | $61.6M | 19.84% |
| 2 | ALPHABET INC | GOOG | 127,610 | $31.1M | 10.01% |
| 3 | JEFFERIES FINL GROUP INC | JEF | 441,987 | $28.9M | 9.31% |
| 4 | BANK AMERICA CORP | 060505104 | 423,529 | $21.8M | 7.04% |
| 5 | BUILDERS FIRSTSOURCE INC | BLDR | 170,520 | $20.7M | 6.66% |
| 6 | LENNAR CORP | LEN-B | 138,655 | $16.6M | 5.36% |
| 7 | KKR & CO INC | KKRT | 121,325 | $15.8M | 5.08% |
| 8 | DEVON ENERGY CORP NEW | 25179m103 | 446,971 | $15.7M | 5.05% |
| 9 | BROOKFIELD CORP | 11271j107 | 225,873 | $15.5M | 4.99% |
| 10 | PROGRESSIVE CORP | 743315103 | 57,470 | $14.2M | 4.57% |
| 11 | CHUBB LIMITED | CB | 48,180 | $13.6M | 4.38% |
| 12 | VITESSE ENERGY INC | VTS | 556,501 | $12.9M | 4.16% |
| 13 | ARROW ELECTRS INC | 042735100 | 88,978 | $10.8M | 3.47% |
| 14 | ASBURY AUTOMOTIVE GROUP INC | ABG | 23,958 | $5.9M | 1.89% |
| 15 | MARKEL GROUP INC | MKL | 2,898 | $5.5M | 1.78% |
| 16 | HESS MIDSTREAM LP | HESM | 134,235 | $4.6M | 1.49% |
| 17 | OCCIDENTAL PETE CORP | 674599162 | 153,197 | $3.9M | 1.26% |
| 18 | GUILD HLDGS CO | 40172n107 | 150,461 | $3.0M | 0.97% |
| 19 | JPMORGAN CHASE & CO | VYLD | 8,000 | $2.5M | 0.81% |
| 20 | TOLL BROTHERS INC | TOL | 16,965 | $2.3M | 0.75% |
| 21 | GLOBAL INDUSTRIAL COMPANY | GIC | 33,040 | $1.2M | 0.39% |
| 22 | CAMDEN PPTY TR | 133131102 | 8,770 | $936,461 | 0.30% |
| 23 | LOAR HOLDINGS INC | LOAR | 10,000 | $800,000 | 0.26% |
| 24 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 5,673 | $323,021 | 0.10% |
| 25 | ALPHABET INC | GOOG | 1,146 | $278,593 | 0.09% |
| 26 | BROOKFIELD WEALTH SOL LTD | BNT | 144 | $9,863 | 0.00% |