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 VTS
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $10,718,209 | 556,501 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,927,518 | 556,501 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $12,197,015 | 552,151 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,225,756 | 537,851 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $13,271,625 | 530,865 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $11,806,430 | 491,525 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,898,682 | 459,860 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,783,665 | 412,291 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,716,749 | 306,841 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,080,385 | 265,635 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,228,697 | 233,424 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,444,875 | 233,572 | Shares | Sole | 2023-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||