StockDriftsStockDriftsTop 11 GoodHaven Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 20.49% | 122.4K | $58.6M | -0.17%(-203) | $216.17(+134.90%) | 2026-03-31 | |
| BAC | BANK AMERICA CORP | 7.21% | 423.5K | $20.6M | -0.01%(-50) | $29.02(+102.37%) | 2026-03-31 | |
| LEN.B | LENNAR CORP | 4.8% | 163.4K | $13.7M | +8.20%(+12.38K) | $64.78(+33.17%) | 2026-03-31 | |
| PGR | PROGRESSIVE CORP | 3.98% | 57.4K | $11.4M | -0.04%(-22) | $85.80(+170.65%) | 2026-03-31 | |
| ARW | ARROW ELECTRS INC | 3.5% | 69.9K | $10.0M | -0.04%(-27) | $119.15(+65.74%) | 2026-03-31 | |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 2.99% | 43.8K | $8.6M | +64.53%(+17.16K) | $227.48(-9.71%) | 2026-03-31 | |
| MKL | MARKEL GROUP INC | 1.95% | 2.9K | $5.6M | +0.83%(+24) | $1054.44(+87.74%) | 2026-03-31 | |
| HESM | HESS MIDSTREAM LP | 1.82% | 134.2K | $5.2M | +0.00%(+0) | $17.76(+114.92%) | 2026-03-31 | |
| TOL | TOLL BROTHERS INC | 0.81% | 17.0K | $2.3M | +0.02%(+4) | $109.61(+43.36%) | 2026-03-31 | |
| CPT | CAMDEN PPTY TR | 0.3% | 8.8K | $857K | +0.06%(+5) | $100.01(+17.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.15% | +52.66% |
| Top 20 Holdings Unweighted | +15.03% | +52.20% |
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