StockDriftsStockDriftsTop 11 GoodHaven Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 19.38% | 122.7K | $61.4M | +0.25%(+306) | $216.84(+141.35%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 7.62% | 423.5K | $24.1M | +0.00%(+0) | $29.02(+120.98%) | 2026-06-30 | |
| ARW | ARROW ELECTRS INC | 4.71% | 69.9K | $14.9M | +0.00%(+0) | $119.15(+73.33%) | 2026-06-30 | |
| LEN.B | LENNAR CORP | 4.57% | 163.0K | $14.5M | -0.28%(-450) | $64.78(+31.26%) | 2026-06-30 | |
| PGR | PROGRESSIVE CORP | 4.25% | 61.7K | $13.5M | +7.35%(+4.22K) | $94.30(+126.49%) | 2026-06-30 | |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 3.58% | 56.5K | $11.4M | +29.00%(+12.69K) | $220.69(-4.51%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 1.94% | 3.1K | $6.1M | +7.53%(+220) | $1115.03(+65.41%) | 2026-06-30 | |
| HESM | HESS MIDSTREAM LP | 1.59% | 133.7K | $5.0M | -0.37%(-500) | $17.76(+128.50%) | 2026-06-30 | |
| TOL | TOLL BROTHERS INC | 0.88% | 17.0K | $2.8M | +0.00%(+0) | $109.61(+38.35%) | 2026-06-30 | |
| CPT | CAMDEN PPTY TR | 0.32% | 8.8K | $1.0M | +0.00%(+0) | $100.01(+8.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.84% | +47.54% | +12.91% | +83.51% |
| Top 20 Holdings Unweighted | +15.75% | +55.07% | +12.83% | +82.89% |
GoodHaven Capital Management, LLC reports $317.72M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (19.4%), BAC (7.6%) and ARW (4.7%). The top 20 holdings account for 48.92% of reported assets. Its disclosed equity book has returned +47.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track GoodHaven Capital Management, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from GoodHaven Capital Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1542300). View GoodHaven Capital Management, LLC’s 13F filings on SEC