GoodHaven Capital Management, LLC
Top Portfolio Positions
21 positions ·
$229,869,847 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
123,566 | $59,212,827 | 25.76% | |
| DVN |
Devon Energy Corp/De
Energy
|
454,459 | $22,868,376 | 9.95% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
423,479 | $20,644,601 | 8.98% | |
| JEF |
Jefferies Financial Group Inc.
Financial Services
|
444,837 | $18,358,422 | 7.99% | |
| CB |
Chubb Ltd
Financial Services
|
54,338 | $17,710,384 | 7.70% | |
| BLDR |
Builders FirstSource, Inc.
Industrials
|
185,430 | $15,266,451 | 6.64% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
347,280 | $14,054,421 | 6.11% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
143,303 | $13,255,527 | 5.77% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
57,448 | $11,388,491 | 4.95% | |
| ARW |
Arrow Electronics, Inc.
Technology
|
69,866 | $10,019,483 | 4.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BLDR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,266,451 | 185,430 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,544,802 | 170,520 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $20,675,550 | 170,520 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $19,903,813 | 170,570 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $20,954,936 | 167,720 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $24,659,712 | 172,530 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $33,398,200 | 172,280 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $23,817,592 | 172,080 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $35,618,254 | 170,790 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $28,511,682 | 170,790 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $21,442,157 | 172,240 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $23,424,640 | 172,240 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $15,309,223 | 172,440 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,191,800 | 172,500 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,163,700 | 172,500 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,239,085 | 172,050 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,094,426 | 171,900 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $14,733,549 | 171,900 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,894,106 | 171,900 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,324,722 | 171,700 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,961,729 | 171,700 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,551,735 | 209,550 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,173,138 | 219,900 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,551,930 | 219,900 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,689,377 | 219,900 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||