GoodHaven Capital Management, LLC
CIK 0001542300 · MILLBURN, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$317.7M
2026 Q2
Positions
26
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
80.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
BRK-B
BERKSHIRE HATHAWAY INC DEL
19.3%
GOOG
ALPHABET INC
14.2%
BAC
BANK OF AMER CORP
7.6%
JEF
JEFFERIES FINANCIAL GROUP IN
7.0%
BLDR
BUILDERS FIRSTSOURCE INC
6.4%
DVN
DEVON ENERGY CORP NEW
5.9%
CB
CHUBB LIMITED
5.8%
ARW
ARROW ELECTRS INC
4.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.