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GoodHaven Capital Management, LLC
Period ended Sep 30, 2026 · Latest filing Nov 10, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $283,239,603
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $61,014,809
- ALPHABET INC · CAP STK CL C · 02079k107 · shares: $43,301,580
- JEFFERIES FINANCIAL GROUP IN · COM · 47233w109 · shares: $20,310,111
- CHUBB LIMITED · COM · h1467j104 · shares: $17,634,730
- ARROW ELECTRS INC · COM · 042735100 · shares: $15,831,207
- DEVON ENERGY CORP NEW · COM · 25179m103 · shares: $15,414,146
- LENNAR CORP · CL B · 526057302 · shares: $14,288,774
- BUILDERS FIRSTSOURCE INC · COM · 12008r107 · shares: $13,822,531
- BROOKFIELD CORP · CL A LTD VT SH · 11271j107 · shares: $13,765,655
- KKR & CO INC · COM · 48251w104 · shares: $13,033,805
Reported holdings
27 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 122,532 shares | $61,014,809 |
| ALPHABET INC | CAP STK CL C | 02079k107 | — | 127,081 shares | $43,301,580 |
| JEFFERIES FINANCIAL GROUP IN | COM | 47233w109 | — | 444,131 shares | $20,310,111 |
| CHUBB LIMITED | COM | h1467j104 | — | 54,219 shares | $17,634,730 |
| ARROW ELECTRS INC | COM | 042735100 | — | 69,741 shares | $15,831,207 |
| DEVON ENERGY CORP NEW | COM | 25179m103 | — | 334,799 shares | $15,414,146 |
| LENNAR CORP | CL B | 526057302 | — | 178,632 shares | $14,288,774 |
| BUILDERS FIRSTSOURCE INC | COM | 12008r107 | — | 242,458 shares | $13,822,531 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271j107 | — | 377,555 shares | $13,765,655 |
| KKR & CO INC | COM | 48251w104 | — | 142,758 shares | $13,033,805 |
| PROGRESSIVE CORP | COM | 743315103 | — | 61,536 shares | $12,757,028 |
| BANK OF AMER CORP | COM | 060505104 | — | 222,529 shares | $12,112,253 |
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | — | 56,680 shares | $9,765,964 |
| MARKEL GROUP INC | COM | 570535104 | — | 3,171 shares | $5,430,179 |
| HESS MIDSTREAM LP | CL A SHS | 428103105 | — | 132,285 shares | $4,943,490 |
| JPMORGAN CHASE & CO | COM | 46625h100 | — | 8,000 shares | $2,646,640 |
| TOLL BROTHERS INC | COM | 889478103 | — | 17,002 shares | $2,291,019 |
| GLOBAL INDUSTRIAL COMPANY | COM | 37892e102 | — | 29,250 shares | $1,226,745 |
| CAMDEN PPTY TR | SH BEN INT | 133131102 | — | 8,550 shares | $827,041 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | CALL | 1,500 shares | $746,925 |
| LOAR HOLDINGS INC | COM SHS | 53947r105 | — | 10,000 shares | $615,200 |
| OCCIDENTAL PETE CORP | *W EXP 08/03/2027 | 674599162 | — | 13,175 shares | $438,069 |
| ALPHABET INC | CAP STK CL A | 02079k305 | — | 1,146 shares | $394,316 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | — | 5,608 shares | $250,005 |
| LENNAR CORP | CL B | 526057302 | CALL | 3,000 shares | $239,970 |
| SMITH DOUGLAS HOMES CORP | COM SHS CL A | 83207r107 | — | 12,813 shares | $130,180 |
| BROOKFIELD WEALTH SOL LTD | CL A EXCHANGAB | g17434104 | — | 198 shares | $7,231 |