GoodHaven Capital Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GC GoodHaven Capital Management, LLC | Institutional Filer | ▼ 7.06% | $287.0M | 24 |
Current Portfolio Holdings
Showing all 24 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 124K | $59.2M | 20.63% |
| 2 | NaN | ALPHABET INC | — | 127K | $36.5M | 12.73% |
| 3 | NaN | DEVON ENERGY CORP NEW | — | 454K | $22.9M | 7.97% |
| 4 | BAC | Bank of America Corporation | Financial Services | 423K | $20.6M | 7.19% |
| 5 | NaN | JEFFERIES FINANCIAL GROUP IN | — | 445K | $18.4M | 6.40% |
| 6 | NaN | CHUBB LIMITED SWITZ | — | 54K | $17.7M | 6.17% |
| 7 | NaN | BUILDERS FIRSTSOURCE INC | — | 185K | $15.3M | 5.32% |
| 8 | NaN | BROOKFIELD CORP | — | 347K | $14.1M | 4.90% |
| 9 | LENB | LENNAR CORP | — | 166K | $14.0M | 4.88% |
| 10 | NaN | KKR & CO INC | — | 143K | $13.3M | 4.62% |
| 11 | PGR | The Progressive Corporation | Financial Services | 57K | $11.4M | 3.97% |
| 12 | ARW | Arrow Electronics, Inc. | Technology | 70K | $10.0M | 3.49% |
| 13 | ABG | Asbury Automotive Group, Inc. | Consumer Cyclical | 44K | $8.6M | 2.98% |
| 14 | OXYWS | OCCIDENTAL PETE CORP | — | 155K | $6.6M | 2.31% |
| 15 | MKL | Markel Corporation | Financial Services | 3K | $5.6M | 1.95% |
Showing 1 to 15 of 24 holdings