Sponsored

The Analysis of GoodHaven Capital Management, LLC's Holdings & P&L

Currently, GoodHaven Capital Management, LLC holds 24 types of securities in its portfolio with a total value $286.2M. In the most recent quarter, they have increased their positions in ABG (+17.2K shares, valued at $3.4M), N/A (+22.0K shares, valued at $2.0M), N/A (+14.9K shares, valued at $1.2M); decreased their positions in N/A (-203 shares, valued at $97.3K), N/A (-170 shares, valued at $48.8K), N/A (-212 shares, valued at $10.7K).

1M P&L

+1.3M+1.55%

3M P&L

-949.4K-1.09%

HY P&L

-1.9M-2.21%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Banks - Diversified20.6M

24.3%

2N/A20.4M

24.0%

3Insurance - Property & Casualty17.0M

20.0%

Top Industries by Stock Count

1N/A2 stocks

20.0%

2Insurance - Property & Casualty2 stocks

20.0%

3Electronics & Computer Distribution1 stocks

10.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL122.4K shares-0.17%2026-03-312026-05-12

ALPHABET INC ALPHABET INC127.3K shares-0.13%2026-03-312026-05-12

DEVON ENERGY CORP NEW DEVON ENERGY CORP NEW454.5K shares-0.05%2026-03-312026-05-12

BAC BANK AMERICA CORP423.5K shares-0.01%2026-03-312026-05-12

JEFFERIES FINANCIAL GROUP IN JEFFERIES FINANCIAL GROUP IN444.8K shares0.53%2026-03-312026-05-12

CHUBB LIMITED SWITZ CHUBB LIMITED SWITZ54.3K shares0.01%2026-03-312026-05-12

BUILDERS FIRSTSOURCE INC BUILDERS FIRSTSOURCE INC185.4K shares8.74%2026-03-312026-05-12

BROOKFIELD CORP BROOKFIELD CORP347.3K shares0.75%2026-03-312026-05-12

Sponsored

LEN.B LENNAR CORP163.4K shares8.20%2026-03-312026-05-12

KKR & CO INC KKR & CO INC143.3K shares18.11%2026-03-312026-05-12

PGR PROGRESSIVE CORP57.4K shares-0.04%2026-03-312026-05-12

ARW ARROW ELECTRS INC69.9K shares-0.04%2026-03-312026-05-12

ABG ASBURY AUTOMOTIVE GROUP INC43.8K shares64.53%2026-03-312026-05-12

OXY.WS OCCIDENTAL PETE CORP154.7K shares0.00%2026-03-312026-05-12

MKL MARKEL GROUP INC2.9K shares0.83%2026-03-312026-05-12

HESM HESS MIDSTREAM LP134.2K shares0.00%2026-03-312026-05-12

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO8.0K shares0.00%2026-03-312026-05-12

TOL TOLL BROTHERS INC17.0K shares0.02%2026-03-312026-05-12

GLOBAL INDUSTRIAL COMPANY GLOBAL INDUSTRIAL COMPANY33.0K shares-0.15%2026-03-312026-05-12

CPT CAMDEN PPTY TR8.8K shares0.06%2026-03-312026-05-12

LOAR HOLDINGS INC LOAR HOLDINGS INC10.0K shares0.00%2026-03-312026-05-12

ALPHABET INC ALPHABET INC1.1K shares0.00%2026-03-312026-05-12

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD5.7K shares0.00%2026-03-312026-05-12

BROOKFIELD WEALTH SOL LTD BROOKFIELD WEALTH SOL LTD204 shares-1.45%2026-03-312026-05-12

Sponsored

BERKSHIRE HATHAWAY INC DEL

-0.17%

Shares122.4K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-0.13%

Shares127.3K

Event2026-03-31

Filed2026-05-12

DEVON ENERGY CORP NEW

-0.05%

Shares454.5K

Event2026-03-31

Filed2026-05-12

BAC

BANK AMERICA CORP

-0.01%

Shares423.5K

Event2026-03-31

Filed2026-05-12

JEFFERIES FINANCIAL GROUP IN

0.53%

Shares444.8K

Event2026-03-31

Filed2026-05-12

CHUBB LIMITED SWITZ

0.01%

Shares54.3K

Event2026-03-31

Filed2026-05-12

BUILDERS FIRSTSOURCE INC

8.74%

Shares185.4K

Event2026-03-31

Filed2026-05-12

BROOKFIELD CORP

0.75%

Shares347.3K

Event2026-03-31

Filed2026-05-12

LEN.B

LENNAR CORP

8.20%

Shares163.4K

Event2026-03-31

Filed2026-05-12

KKR & CO INC

18.11%

Shares143.3K

Event2026-03-31

Filed2026-05-12

PGR

PROGRESSIVE CORP

-0.04%

Shares57.4K

Event2026-03-31

Filed2026-05-12

ARW

ARROW ELECTRS INC

-0.04%

Shares69.9K

Event2026-03-31

Filed2026-05-12

ABG

ASBURY AUTOMOTIVE GROUP INC

64.53%

Shares43.8K

Event2026-03-31

Filed2026-05-12

OXY.WS

OCCIDENTAL PETE CORP

0.00%

Shares154.7K

Event2026-03-31

Filed2026-05-12

MKL

MARKEL GROUP INC

0.83%

Shares2.9K

Event2026-03-31

Filed2026-05-12

HESM

HESS MIDSTREAM LP

0.00%

Shares134.2K

Event2026-03-31

Filed2026-05-12

JPMORGAN CHASE & CO

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-12

TOL

TOLL BROTHERS INC

0.02%

Shares17.0K

Event2026-03-31

Filed2026-05-12

GLOBAL INDUSTRIAL COMPANY

-0.15%

Shares33.0K

Event2026-03-31

Filed2026-05-12

CPT

CAMDEN PPTY TR

0.06%

Shares8.8K

Event2026-03-31

Filed2026-05-12

LOAR HOLDINGS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

BROOKFIELD ASSET MANAGMT LTD

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-12

BROOKFIELD WEALTH SOL LTD

-1.45%

Shares204

Event2026-03-31

Filed2026-05-12

Call Option Holdings

BERKSHIRE HATHAWAY INC DEL Call CallBERKSHIRE HATHAWAY INC DEL1.2K sharesnew addition2026-03-312026-05-12

LEN.B Call CallLENNAR CORP3.0K shares9900.00%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL Call

BERKSHIRE HATHAWAY INC DEL

New

Shares1.2K

Event2026-03-31

Filed2026-05-12

LEN.B Call

LENNAR CORP

9900.00%

Shares3.0K

Event2026-03-31

Filed2026-05-12

Put Option Holdings

No put option holdings data available