GoodHaven Capital Management, LLC: 13F holdings
CIK 15423002026Q2
| Positions | 24 |
|---|
| Reported value | $317.7m |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 24 (+0 vs prior quarter) |
|---|
| Reported value | $317.7m (+10.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 122,672 | $61.4m | 19.3% |
| GOOG ALPHABET INC | 127,340 | $45.0m | 14.2% |
| BAC BANK OF AMER CORP | 423,479 | $24.1m | 7.6% |
| JEF JEFFERIES FINANCIAL GROUP IN | 445,942 | $22.3m | 7.0% |
| BLDR BUILDERS FIRSTSOURCE INC | 228,760 | $20.5m | 6.4% |
| DVN DEVON ENERGY CORP NEW | 452,959 | $18.7m | 5.9% |
| CHUBB LIMITED | 54,338 | $18.5m | 5.8% |
| ARW ARROW ELECTRS INC | 69,866 | $14.9m | 4.7% |
| BN BROOKFIELD CORP | 347,280 | $14.8m | 4.7% |
| LEN.B LENNAR CORP | 162,990 | $14.5m | 4.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1542300")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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