GoodHaven Capital Management, LLC

CIK 0001542300 · MILLBURN, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

GoodHaven Capital Management, LLC reported 26 positions worth $317.7M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: BRK-B (19.3%).

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
10 / 26 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INC DELSH$61.4M19.32%122,672
2GOOGALPHABET INCSH$45.0M14.16%127,340
3BACBANK OF AMER CORPSH$24.1M7.59%423,479
4JEFJEFFERIES FINANCIAL GROUP INSH$22.3M7.02%445,942
5BLDRBUILDERS FIRSTSOURCE INCSH$20.5M6.44%228,760
6DVNDEVON ENERGY CORP NEWSH$18.7M5.89%452,959
7CBCHUBB LIMITEDSH$18.5M5.83%54,338
8ARWARROW ELECTRS INCSH$14.9M4.69%69,866
9BNBROOKFIELD CORPSH$14.8M4.66%347,280
10LEN-BLENNAR CORPSH$14.5M4.55%162,990

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does GoodHaven Capital Management, LLC hold as of Q2 2026?

GoodHaven Capital Management, LLC reported 26 positions worth $317.7M in its Q2 2026 13F filing. Largest positions: BRK-B (19.3%), GOOG (14.2%), BAC (7.6%), JEF (7.0%) and BLDR (6.4%).

What did GoodHaven Capital Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did GoodHaven Capital Management, LLC sell in Q2 2026?

No previous quarter is available yet.

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.