GoodHaven Capital Management, LLC
CIK: 0001542300SEC EDGAR →
Portfolio Value
$308.9M
Holdings
25
As of
Q4 2025
New Positions
21
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 122,569 | $61.6M | 19.95% |
| 2 | — ALPHABET INC | 127,510 | $40.0M | 12.96% |
| 3 | — JEFFERIES FINL GROUP INC | 442,487 | $27.4M | 8.88% |
| 4 | BANK AMERICA CORP | 423,529 | $23.3M | 7.54% |
| 5 | BUILDERS FIRSTSOURCE INC | 170,520 | $17.5M | 5.68% |
| 6 | CHUBB LIMITED | 54,330 | $17.0M | 5.49% |
| 7 | DEVON ENERGY CORP NEW | 454,671 | $16.7M | 5.39% |
| 8 | BROOKFIELD CORP | 344,684 | $15.8M | 5.12% |
| 9 | KKR & CO INC | 121,325 | $15.5M | 5.01% |
| 10 | LENCall LENNAR CORP | 151,085 | $14.4M | 4.66% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 7 | $141.1M | 45.7% |
| Financial Services | 8 | $91.2M | 29.5% |
| Energy | 3 | $32.0M | 10.4% |
| Industrials | 3 | $19.2M | 6.2% |
| Consumer Cyclical | 2 | $16.7M | 5.4% |
| Technology | 1 | $7.7M | 2.5% |
| Real Estate | 1 | $965K | 0.3% |