GoodHaven Capital Management, LLC
CIK 1542300 · Holdings on Sep 30, 2023 · First reported Nov 13, 2023
Top ten holdings
Q3 2023- BRK.B16.64%
- GOOG12.03%
- BLDR11.24%
- JEF8.70%
- DVN7.29%
- LEN.B5.56%
- BAC5.55%
- PGR4.42%
- KKR4.08%
- VTS3.19%
Share classes counted separately78.70%
Portfolio value by quarter
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $31.72M | 16.64% | 90.56K shares | — | ↗▾ | |
| 02 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $22.95M | 12.03% | 174.04K shares | — | ↗▾ | |
| 03 | BLDRBUILDERS FIRSTSOURCE INC View history and evidence | $21.44M | 11.24% | 172.24K shares | — | ↗▾ | |
| 04 | JEFJEFFERIES FINANCIAL GROUP IN View history and evidence | $16.59M | 8.70% | 452.91K shares | — | ↗▾ | |
| 05 | DVNDEVON ENERGY CORP View history and evidence | $13.90M | 7.29% | 291.39K shares | — | ↗▾ | |
| 06 | LEN.BLENNAR CORP - B SHSCL B View history and evidence | $10.60M | 5.56% | 103.66K shares | — | ↗▾ | |
| 07 | BACBANK OF AMERICA CORP View history and evidence | $10.59M | 5.55% | 386.82K shares | — | ↗▾ | |
| 08 | PGRPROGRESSIVE CORP View history and evidence | $8.42M | 4.42% | 60.45K shares | — | ↗▾ | |
| 09 | KKRKKR & CO INC View history and evidence | $7.78M | 4.08% | 126.24K shares | — | ↗▾ | |
| 10 | VTSVITESSE ENERGY INCCOMMON STOCK View history and evidence | $6.08M | 3.19% | 265.63K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1542300 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 190688776
}Take these holdings further.
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