Goodhaven Capital Management, LLC Top Holdings and 13F Report (2025) About Goodhaven Capital Management, LLCInvestment ActivityGoodhaven Capital Management, LLC has $287.80 million in total holdings as of June 30, 2025.Goodhaven Capital Management, LLC owns shares of 26 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.65% of the portfolio was purchased this quarter.About 4.34% of the portfolio was sold this quarter.This quarter, Goodhaven Capital Management, LLC has purchased 25 new stocks and bought additional shares in 8 stocks.Goodhaven Capital Management, LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Berkshire Hathaway $59,467,478Jefferies Financial Group $24,188,676Alphabet $23,529,009Bank of America $20,055,588Builders FirstSource $19,903,813 Largest New Holdings this Quarter 889478103 - Toll Brothers $1,936,215 Holding Largest Purchases this Quarter Toll Brothers 16,965 shares (about $1.94M)Asbury Automotive Group 4,003 shares (about $954.88K)Lennar 4,973 shares (about $523.41K)Brookfield 6,750 shares (about $417.49K)Builders FirstSource 2,850 shares (about $332.57K) Largest Sales this Quarter Alphabet 35,985 shares (about $6.38M)Camden Property Trust 30,305 shares (about $3.42M)Bank of America 41,000 shares (about $1.94M)Brookfield Asset Management 9,201 shares (about $508.63K)Guild 7,623 shares (about $150.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGoodhaven Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$59,467,4780.0%122,41920.7%FinanceJEFJefferies Financial Group$24,188,676$125,787 ▲0.5%442,2878.4%FinanceGOOGAlphabet$23,529,009$6,383,379 ▼-21.3%132,6408.2%Computer and TechnologyBACBank of America$20,055,588$1,940,120 ▼-8.8%423,8297.0%FinanceBLDRBuilders FirstSource$19,903,813$332,566 ▲1.7%170,5706.9%Retail/WholesaleKKRKKR & Co. Inc.$16,139,8650.0%121,3255.6%FinancePGRProgressive$15,349,787$40,029 ▼-0.3%57,5205.3%FinanceLEN.BLennar$14,593,439$523,408 ▲3.7%138,6555.1%ConstructionDVNDevon Energy$14,218,1470.0%446,9714.9%EnergyBNBrookfield$13,970,245$417,487 ▲3.1%225,8734.9%FinanceCBChubb$12,568,054$123,131 ▲1.0%43,3804.4%FinanceVTSVitesse Energy$12,197,016$315,887 ▲2.7%552,1514.2%EnergyARWArrow Electronics$11,301,5120.0%88,6883.9%Computer and TechnologyMKLMarkel Group$5,788,3490.0%2,8982.0%Multi-Sector ConglomeratesABGAsbury Automotive Group$5,619,525$954,876 ▲20.5%23,5582.0%Retail/WholesaleHESMHess Midstream Partners$5,174,7810.0%134,3751.8%EnergyOCCIDENTAL PETE CORP$3,172,710$20,710 ▲0.7%153,1971.1%*W EXP 08/03/2027GHLDGuild$3,042,623$150,707 ▼-4.7%153,9011.1%FinanceJPMJPMorgan Chase & Co.$2,319,2800.0%8,0000.8%FinanceTOLToll Brothers$1,936,215$1,936,215 ▲New Holding16,9650.7%ConstructionCPTCamden Property Trust$988,291$3,415,069 ▼-77.6%8,7700.3%FinanceGICGlobal Industrial$892,410$24,984 ▼-2.7%33,0400.3%IndustrialsLOAR HOLDINGS INC$861,7000.0%10,0000.3%COM SHSBAMBrookfield Asset Management$315,538$508,631 ▼-61.7%5,7080.1%FinanceGOOGLAlphabet$201,9600.0%1,1460.1%Computer and TechnologyBROOKFIELD WEALTH SOL LTD$8,896$15,568 ▼-63.6%1440.0%CL A EXCHANGABShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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