GoodHaven Capital Management, LLC
24 holdingsFiling period: 2026-03-31Current AUM: $300.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 123.6K | $59.2M | $59.2M | 19.70% | +997 | 2026-03-31 |
| 2 | — | ALPHABET INC | 127.3K | $36.5M | $36.5M | 12.15% | -170 | 2026-03-31 |
| 3 | — | DEVON ENERGY CORP NEW | 454.5K | $22.9M | $22.9M | 7.61% | -212 | 2026-03-31 |
| 4 | BAC | BANK AMERICA CORP | 423.5K | $20.6M | $26.2M | 8.73% | -50 | 2026-03-31 |
| 5 | — | JEFFERIES FINANCIAL GROUP IN | 444.8K | $18.4M | $18.4M | 6.11% | +2.4K | 2026-03-31 |
| 6 | — | CHUBB LIMITED SWITZ | 54.3K | $17.7M | $17.7M | 5.89% | +8 | 2026-03-31 |
| 7 | — | BUILDERS FIRSTSOURCE INC | 185.4K | $15.3M | $15.3M | 5.08% | +14.9K | 2026-03-31 |
| 8 | — | BROOKFIELD CORP | 347.3K | $14.1M | $14.1M | 4.68% | +2.6K | 2026-03-31 |
| 9 | LEN/B | LENNAR CORP | 166.4K | $14.0M | $14.0M | 4.66% | +15.4K | 2026-03-31 |
| 10 | — | KKR & CO INC | 143.3K | $13.3M | $13.3M | 4.41% | +22.0K | 2026-03-31 |
| 11 | PGR | PROGRESSIVE CORP | 57.4K | $11.4M | $12.1M | 4.04% | -22 | 2026-03-31 |
| 12 | ARW | ARROW ELECTRS INC | 69.9K | $10.0M | $15.1M | 5.03% | -27 | 2026-03-31 |
| 13 | ABG | ASBURY AUTOMOTIVE GROUP INC | 43.8K | $8.6M | $10.1M | 3.37% | +17.2K | 2026-03-31 |
| 14 | OXY/WS | OCCIDENTAL PETE CORP | 154.7K | $6.6M | $6.6M | 2.21% | -- | 2026-03-31 |
| 15 | MKL | MARKEL GROUP INC | 2.9K | $5.6M | $5.5M | 1.83% | +24 | 2026-03-31 |
| 16 | HESM | HESS MIDSTREAM LP | 134.2K | $5.2M | $5.5M | 1.82% | -- | 2026-03-31 |
| 17 | — | JPMORGAN CHASE & CO | 8.0K | $2.4M | $2.4M | 0.78% | -- | 2026-03-31 |
| 18 | TOL | TOLL BROTHERS INC | 17.0K | $2.3M | $2.5M | 0.82% | +4 | 2026-03-31 |
| 19 | — | GLOBAL INDUSTRIAL COMPANY | 33.0K | $1.0M | $1.0M | 0.35% | -50 | 2026-03-31 |
| 20 | CPT | CAMDEN PPTY TR | 8.8K | $856K | $971K | 0.32% | +5 | 2026-03-31 |
| 21 | — | LOAR HOLDINGS INC | 10.0K | $572K | $572K | 0.19% | -- | 2026-03-31 |
| 22 | — | ALPHABET INC | 1.1K | $329K | $329K | 0.11% | -- | 2026-03-31 |
| 23 | BAM | BROOKFIELD ASSET MANAGMT LTD | 5.7K | $252K | $274K | 0.09% | -- | 2026-03-31 |
| 24 | — | BROOKFIELD WEALTH SOL LTD | 204 | $8K | $8K | 0.00% | -3 | 2026-03-31 |
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