account_balance
Investment manager · 13F filer · SEC CIK 1542300
GoodHaven Capital Management, LLC
Reported value$282Mas of Sep 30, 2026
Positions25 1 new, 0 sold out
Top 10 weight80.9%BRK-B alone is 22%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
21.6%
GOOGAlphabet Inc.
15.3%
JEFJefferies Financial Group Inc.
7.2%
CBChubb Ltd
6.2%
ARWArrow Electronics, Inc.
5.6%
DVNDevon Energy Corp
5.5%Trimmed −26%
LEN-BLennar Corp
5.1%Added +10%
BLDRBuilders FirstSource, Inc.
4.9%Added +6%
BNBrookfield Corp
4.9%Added +9%
KKRKKR & Co. Inc.
4.6%
PGRProgressive Corp
4.5%
BACBank of America Corp
4.3%−47%
BRK-BBerkshire Hathaway Inc
21.6%
GOOGAlphabet Inc.
15.3%
JEFJefferies Financial Group Inc.
7.2%
CBChubb Ltd
6.2%
ARW5.6%DVNDevon Energy Corp
5.5%
LEN-BLennar Corp
5.1%
BLDRBuilders FirstSource, Inc.
4.9%
BNBrookfield Corp
4.9%
KKR4.6%PGR4.5%BAC4.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 21.6% HeldGOOG Alphabet Inc. 15.3% HeldJEF Jefferies Financial Group Inc. 7.2% HeldCB Chubb Ltd 6.2% HeldARW Arrow Electronics, Inc. 5.6% HeldDVN Devon Energy Corp 5.5% Trimmed −26%LEN-B Lennar Corp 5.1% Added +10%BLDR Builders FirstSource, Inc. 4.9% Added +6%BN Brookfield Corp 4.9% Added +9%KKR KKR & Co. Inc. 4.6% HeldPGR Progressive Corp 4.5% HeldBAC Bank of America Corp 4.3% Trimmed −47%
What changed
Biggest moves since Jun 30, 2026
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