The Analysis of GoodHaven Capital Management, LLC's Holdings


Currently, GoodHaven Capital Management, LLC holds 25 types of securities in its portfolio with a total value $308.8M. In the most recent quarter, they have increased their positions in N/A (+118.8K shares, valued at $5.5M), N/A (+6.2K shares, valued at $1.9M), LEN.B (+12.4K shares, valued at $1.2M); decreased their positions in ARW (-19.1K shares, valued at $2.1M), N/A (-100 shares, valued at $31.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL122.6K shares0.00%2025-12-312026-02-10history
ALPHABET INC ALPHABET INC127.5K shares-0.08%2025-12-312026-02-10history
JEFFERIES FINL GROUP INC JEFFERIES FINL GROUP INC442.5K shares0.11%2025-12-312026-02-10history
BAC BANK AMERICA CORP423.5K shares0.00%2025-12-312026-02-10history
BUILDERS FIRSTSOURCE INC BUILDERS FIRSTSOURCE INC170.5K shares0.00%2025-12-312026-02-10history
CHUBB LIMITED CHUBB LIMITED54.3K shares12.76%2025-12-312026-02-10history
DEVON ENERGY CORP NEW DEVON ENERGY CORP NEW454.7K shares1.72%2025-12-312026-02-10history
BROOKFIELD CORP BROOKFIELD CORP344.7K shares52.60%2025-12-312026-02-10history
Sponsored
KKR & CO INC KKR & CO INC121.3K shares0.00%2025-12-312026-02-10history
LEN.B LENNAR CORP151.1K shares8.94%2025-12-312026-02-10history
PGR PROGRESSIVE CORP57.5K shares0.00%2025-12-312026-02-10history
VITESSE ENERGY INC VITESSE ENERGY INC556.5K shares0.00%2025-12-312026-02-10history
ARW ARROW ELECTRS INC69.9K shares-21.45%2025-12-312026-02-10history
MKL MARKEL GROUP INC2.9K shares0.00%2025-12-312026-02-10history
ABG ASBURY AUTOMOTIVE GROUP INC26.6K shares11.02%2025-12-312026-02-10history
HESM HESS MIDSTREAM LP134.2K shares0.00%2025-12-312026-02-10history
Sponsored
OXY.WS OCCIDENTAL PETE CORP154.7K shares0.98%2025-12-312026-02-10history
JPMORGAN CHASE & CO JPMORGAN CHASE & CO8.0K shares0.00%2025-12-312026-02-10history
TOL TOLL BROTHERS INC17.0K shares0.00%2025-12-312026-02-10history
GLOBAL INDUSTRIAL COMPANY GLOBAL INDUSTRIAL COMPANY33.0K shares0.00%2025-12-312026-02-10history
CPT CAMDEN PPTY TR8.8K shares0.00%2025-12-312026-02-10history
LOAR HOLDINGS INC LOAR HOLDINGS INC10.0K shares0.00%2025-12-312026-02-10history
ALPHABET INC ALPHABET INC1.1K shares0.00%2025-12-312026-02-10history
BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD5.7K shares0.00%2025-12-312026-02-10history
Sponsored
BROOKFIELD WEALTH SOL LTD BROOKFIELD WEALTH SOL LTD207 shares43.75%2025-12-312026-02-10history

Call Option Holdings
LEN.B Call CallLENNAR CORP30 sharesnew addition2025-12-312026-02-10history

Put Option Holdings
No put option holdings data available