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 GIC
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,039,844 | 32,990 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $965,428 | 33,040 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,211,576 | 33,040 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $892,410 | 33,040 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $760,816 | 33,965 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,176,710 | 87,806 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,982,769 | 87,806 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,753,596 | 87,806 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,937,326 | 87,926 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,415,045 | 87,926 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,976,006 | 88,836 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,466,975 | 88,836 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,388,921 | 89,006 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,095,017 | 89,036 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,208,269 | 82,306 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,641,185 | 78,211 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,520,740 | 78,211 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,288,395 | 55,951 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,119,983 | 55,951 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,053,961 | 55,951 | Shares | Sole | 2021-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||