Institutional Manager · CIK 0001542300
GoodHaven Capital Management, LLC
MILLBURN, NJ · File #028-14869
Latest AUM
$308.9M
Positions
26
Top-10 Concentration
80.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202526 pos · $308.9M
- 13F HOLDINGS REPORTQ/E Sep 202526 pos · $310.6M
- 13F HOLDINGS REPORTQ/E Jun 202526 pos · $287.8M
- 13F HOLDINGS REPORTQ/E Mar 202525 pos · $295.2M
- 13F HOLDINGS REPORTQ/E Dec 202427 pos · $310.1M
- 13F HOLDINGS REPORTQ/E Sep 202426 pos · $301.6M
- 13F HOLDINGS REPORTQ/E Jun 202426 pos · $272.4M
- 13F HOLDINGS REPORTQ/E Mar 202426 pos · $265.7M
- 13F HOLDINGS REPORTQ/E Dec 202327 pos · $190.7M
- 13F HOLDINGS REPORTQ/E Sep 202326 pos · $166.9M
- 13F HOLDINGS REPORTQ/E Jun 202328 pos · $155.4M
- 13F HOLDINGS REPORTQ/E Mar 202328 pos · $148.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 122,569 | $61.6M | 19.95% |
| 2 | ALPHABET INC | GOOG | 127,510 | $40.0M | 12.96% |
| 3 | JEFFERIES FINL GROUP INC | JEF | 442,487 | $27.4M | 8.88% |
| 4 | BANK AMERICA CORP | 060505104 | 423,529 | $23.3M | 7.54% |
| 5 | BUILDERS FIRSTSOURCE INC | BLDR | 170,520 | $17.5M | 5.68% |
| 6 | CHUBB LIMITED | CB | 54,330 | $17.0M | 5.49% |
| 7 | DEVON ENERGY CORP NEW | 25179m103 | 454,671 | $16.7M | 5.39% |
| 8 | BROOKFIELD CORP | 11271j107 | 344,684 | $15.8M | 5.12% |
| 9 | KKR & CO INC | KKRT | 121,325 | $15.5M | 5.01% |
| 10 | LENNAR CORP | LEN-B | 151,055 | $14.4M | 4.65% |
| 11 | PROGRESSIVE CORP | 743315103 | 57,470 | $13.1M | 4.24% |
| 12 | VITESSE ENERGY INC | VTS | 556,501 | $10.7M | 3.47% |
| 13 | ARROW ELECTRS INC | 042735100 | 69,893 | $7.7M | 2.49% |
| 14 | MARKEL GROUP INC | MKL | 2,898 | $6.2M | 2.02% |
| 15 | ASBURY AUTOMOTIVE GROUP INC | ABG | 26,598 | $6.2M | 2.00% |
| 16 | HESS MIDSTREAM LP | HESM | 134,235 | $4.6M | 1.50% |
| 17 | OCCIDENTAL PETE CORP | 674599162 | 154,697 | $3.0M | 0.97% |
| 18 | JPMORGAN CHASE & CO | VYLD | 8,000 | $2.6M | 0.83% |
| 19 | TOLL BROTHERS INC | TOL | 16,965 | $2.3M | 0.74% |
| 20 | GLOBAL INDUSTRIAL COMPANY | GIC | 33,040 | $965,429 | 0.31% |