GoodHaven Capital Management, LLC 13F Holdings

CIK 0001542300 · MIAMI, FL

As of Sep 30, 2025, GoodHaven Capital Management, LLC reported 26 positions worth $310.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services122,569$61.6M19.84%
ALPHABET INCGOOGCommunication Services127,610$31.1M10.01%
JEFFERIES GROUP INC NEW COMJEFFinancial Services441,987$28.9M9.31%
BANK OF AMERICA CORPBACFinancial Services423,529$21.8M7.04%
BUILDERS FIRSTSOURCE INCBLDRBasic Materials170,520$20.7M6.66%
LENNAR CORPLEN.BConsumer Cyclical138,655 6.6M5.36%
KKR & CO L P DELKKRFinancial Services121,325 5.8M5.08%
Devon Energy Corp.DVN—446,971 5.7M5.05%
BROOKFIELD CORPBNFinancial Services225,873 5.5M4.99%
PROGRESSIVE CORPPGRFinancial Services57,470 4.2M4.57%
CHUBB LTD COMCBFinancial Services48,180 3.6M4.38%
VITESSE ENERGY INCVTSEnergy556,501 2.9M4.16%
ARROW ELECTRONICS INCARWTechnology88,978 0.8M3.47%
ASBURY AUTOMOTIVE GROUP INCABGConsumer Cyclical23,958$5.9M1.89%
MARKEL GROUP INCMKLFinancial Services2,898$5.5M1.78%
HESS MIDSTREAM LPHESMEnergy134,235$4.6M1.49%
OCCIDENTAL PETROLEUM CORPOXY.WSEnergy153,197$3.9M1.26%
GUILD HLDGS COGHLDFinancial Services150,461$3.0M0.97%
J P MORGAN CHASE & COJPMFinancial Services8,000$2.5M0.81%
TOLL BROTHERS INCTOLConsumer Cyclical16,965$2.3M0.75%
GLOBAL INDUSTRIAL COMPANYGICIndustrials33,040 .2M0.39%
CAMDEN PROPERTY TRUSTCPTReal Estate8,770$936.5K0.30%
LOAR HOLDINGSLOARIndustrials10,000$800.0K0.26%
BROOKFIELD ASSET MANAGEMENT LTDBAMFinancial Services5,673$323.0K0.10%
ALPHABET INCGOOGLCommunication Services1,146$278.6K0.09%