Goodhaven Capital Management, Llc Portfolio Stock Holdings
Goodhaven Capital Management, Llc disclosed 24 stock positions valued at approximately $286.2 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, BANK AMERICA CORP, and LENNAR CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 24
- Portfolio Value
- $286.2M
Holdings by Sector
Goodhaven Capital Management, Llc Portfolio Holdings in Q1 2026
13 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 20.49% | 122,366 | -203 | -0.17% | $58,637,787 |
| BANK AMERICA CORP | BAC | Financial Services | 7.21% | 423,479 | -50 | -0.01% | $20,644,601 |
| LENNAR CORP | LEN-B | Consumer Cyclical | 4.80% | 163,440 | +12,385 | +8.20% | $13,748,573 |
| KKR & CO INC | KKR | Financial Services | 4.63% | 143,303 | +21,978 | +18.11% | $13,255,527 |
| PROGRESSIVE CORP | PGR | Financial Services | 3.98% | 57,448 | -22 | -0.04% | $11,388,492 |
| ARROW ELECTRS INC | ARW | Technology | 3.50% | 69,866 | -27 | -0.04% | $10,019,483 |
| ASBURY AUTOMOTIVE GROUP INC | ABG | Consumer Cyclical | 2.99% | 43,761 | +17,163 | +64.53% | $8,551,337 |
| OCCIDENTAL PETE CORP | OXY-WS | Other | 2.32% | 154,697 | - | - | $6,636,501 |
| MARKEL GROUP INC | MKL | Financial Services | 1.95% | 2,922 | +24 | +0.83% | $5,592,913 |
| HESS MIDSTREAM LP | HESM | Energy | 1.82% | 134,235 | - | - | $5,217,714 |
| TOLL BROTHERS INC | TOL | Consumer Cyclical | 0.81% | 16,969 | +4 | +0.02% | $2,315,759 |
| CAMDEN PPTY TR | CPT | Real Estate | 0.30% | 8,775 | +5 | +0.06% | $856,966 |
| BROOKFIELD ASSET MANAGMT LTD | BAM | Financial Services | 0.09% | 5,673 | - | - | $252,165 |
Goodhaven Capital Management, Llc Options Holdings in Q1 2026