Goodhaven Capital Management, LLC Top Holdings and 13F Report (2026) About Goodhaven Capital Management, LLCInvestment ActivityGoodhaven Capital Management, LLC has $287.04 million in total holdings as of March 31, 2026.Goodhaven Capital Management, LLC owns shares of 24 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.01% of the portfolio was purchased this quarter.About 3.76% of the portfolio was sold this quarter.This quarter, Goodhaven Capital Management, LLC has purchased 25 new stocks and bought additional shares in 11 stocks.Goodhaven Capital Management, LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $59,212,827Alphabet $36,528,752Devon Energy $22,868,377Bank of America $20,644,601Jefferies Financial Group $18,358,423 Largest Purchases this Quarter Asbury Automotive Group 17,163 shares (about $3.35M)KKR & Co. Inc. 21,978 shares (about $2.03M)Lennar 15,355 shares (about $1.29M)Builders FirstSource 14,910 shares (about $1.23M)Berkshire Hathaway 997 shares (about $477.76K) Largest Sales this Quarter Alphabet 170 shares (about $48.77K)Devon Energy 212 shares (about $10.67K)Progressive 22 shares (about $4.36K)Arrow Electronics 27 shares (about $3.87K)Bank of America 50 shares (about $2.44K) 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$59,212,827$477,762 â–²0.8%123,56620.6%FinanceGOOGAlphabet$36,528,752$48,766 â–¼-0.1%127,34012.7%Computer and TechnologyDVNDevon Energy$22,868,377$10,668 â–¼0.0%454,4598.0%EnergyBACBank of America$20,644,601$2,437 â–¼0.0%423,4797.2%FinanceJEFJefferies Financial Group$18,358,423$96,985 â–²0.5%444,8376.4%FinanceCBChubb$17,710,384$2,607 â–²0.0%54,3386.2%FinanceBLDRBuilders FirstSource$15,266,452$1,227,540 â–²8.7%185,4305.3%Retail/WholesaleBNBrookfield$14,054,422$105,060 â–²0.8%347,2804.9%FinanceLEN.BLennar$14,000,933$1,291,663 â–²10.2%166,4404.9%ConstructionKKRKKR & Co. Inc.$13,255,527$2,032,965 â–²18.1%143,3034.6%FinancePGRProgressive$11,388,492$4,361 â–¼0.0%57,4484.0%FinanceARWArrow Electronics$10,019,483$3,872 â–¼0.0%69,8663.5%Computer and TechnologyABGAsbury Automotive Group$8,551,337$3,353,822 â–²64.5%43,7613.0%Retail/WholesaleOCCIDENTAL PETE CORP$6,636,5010.0%154,6972.3%*W EXP 08/03/2027MKLMarkel Group$5,592,913$45,938 â–²0.8%2,9221.9%Multi-Sector ConglomeratesHESMHess Midstream Partners$5,217,7140.0%134,2351.8%EnergyJPMJPMorgan Chase & Co.$2,353,2800.0%8,0000.8%FinanceTOLToll Brothers$2,315,759$546 â–²0.0%16,9690.8%ConstructionGICGlobal Industrial$1,039,845$1,576 â–¼-0.2%32,9900.4%IndustrialsCPTCamden Property Trust$856,966$488 â–²0.1%8,7750.3%FinanceLOAR HOLDINGS INC$572,9000.0%10,0000.2%COM SHSGOOGLAlphabet$329,5440.0%1,1460.1%Computer and TechnologyBAMBrookfield Asset Management$252,1650.0%5,6730.1%FinanceBROOKFIELD WEALTH SOL LTD$8,446$124 â–¼-1.4%2040.0%CL A EXCHANGABVTSVitesse Energy$0$10,718,209 â–¼-100.0%00.0%EnergyShowing 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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