Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GoodHaven Capital Management, LLC (CIK 1542300) reported $287.0M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($59.2M, 20.63%), GOOG ($36.5M, 12.73%), DVN ($22.9M, 7.97%), BAC ($20.6M, 7.19%), JEF ($18.4M, 6.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $59.2M | 20.63% | 123,566 | Added |
| 2 | GOOG | ALPHABET INC | $36.5M | 12.73% | 127,340 | Trimmed |
| 3 | DVN | DEVON ENERGY CORP NEW | $22.9M | 7.97% | 454,459 | Trimmed |
| 4 | BAC | BANK AMERICA CORP | $20.6M | 7.19% | 423,479 | Trimmed |
| 5 | JEF | JEFFERIES FINANCIAL GROUP IN | $18.4M | 6.40% | 444,837 | Added |
| 6 | CB | CHUBB LIMITED SWITZ | $17.7M | 6.17% | 54,338 | Added |
| 7 | BLDR | BUILDERS FIRSTSOURCE INC | $15.3M | 5.32% | 185,430 | Added |
| 8 | BN | BROOKFIELD CORP | $14.1M | 4.90% | 347,280 | Added |
| 9 | LEN/B | LENNAR CORP | $14.0M | 4.88% | 166,440 | Added |
| 10 | KKR | KKR & CO INC | $13.3M | 4.62% | 143,303 | Added |
| 11 | PGR | PROGRESSIVE CORP | $11.4M | 3.97% | 57,448 | Trimmed |
| 12 | ARW | ARROW ELECTRS INC | $10.0M | 3.49% | 69,866 | Trimmed |
| 13 | ABG | ASBURY AUTOMOTIVE GROUP INC | $8.6M | 2.98% | 43,761 | Added |
| 14 | OXY/WS | OCCIDENTAL PETE CORP | $6.6M | 2.31% | 154,697 | Hold |
| 15 | MKL | MARKEL GROUP INC | $5.6M | 1.95% | 2,922 | Added |
| 16 | HESM | HESS MIDSTREAM LP | $5.2M | 1.82% | 134,235 | Hold |
| 17 | JPM | JPMORGAN CHASE & CO | $2.4M | 0.82% | 8,000 | Hold |
| 18 | TOL | TOLL BROTHERS INC | $2.3M | 0.81% | 16,969 | Added |
| 19 | GIC | GLOBAL INDUSTRIAL COMPANY | $1.0M | 0.36% | 32,990 | Trimmed |
| 20 | CPT | CAMDEN PPTY TR | $856,966 | 0.30% | 8,775 | Added |
| 21 | LOAR | LOAR HOLDINGS INC | $572,900 | 0.20% | 10,000 | Hold |
| 22 | GOOGL | ALPHABET INC | $329,544 | 0.11% | 1,146 | Hold |
| 23 | BAM | BROOKFIELD ASSET MANAGMT LTD | $252,165 | 0.09% | 5,673 | Hold |
| 24 | VTS | VITESSE ENERGY INC | $0 | 0.00% | 0 | Exited |
| 25 | BNT | BROOKFIELD WEALTH SOL LTD | $8,446 | 0.00% | 204 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31