Goodhaven Capital Management Top Holdings Snapshot
As of June 30, 2026, Goodhaven Capital Management holds significant positions in companies like Berkshire Hathaway Inc (BRK-B) and Asbury Automotive Group Inc (ABG), with observable share changes noted across several holdings.
Goodhaven Capital Management's portfolio as of June 30, 2026 is dominated by its largest position in Berkshire Hathaway Inc (BRK-B), which accounts for approximately 19.38% of the total portfolio value, totaling $61,383,842. This stake saw a small increase in shares from the prior period by 306 units, representing a slight positive change.
Other notable holdings include Arrow Electronics Inc (ARW), valued at $14,910,103 or 4.71% of the portfolio, and Progressive Corporation (PGR) with a value of $13,472,030 representing 4.25%. Changes in these positions were also observed: ARW remained stable while PGR experienced an increase.
The investor's portfolio shows activity beyond its top holdings. For instance, Asbury Automotive Group Inc (ABG) saw a significant addition of 12,689 shares during the period, boosting its allocation to $11,350,966 or 3.58%. Similarly, KKR & Co Inc (KKR) maintained a position of $13,133,993 at 4.15%, but its shares decreased slightly by 200 units.
In the Energy sector, Hess Midstream LP (HESM) is allocated $5,028,436 or 1.59%. This position decreased by 500 shares (-0.37%). On the other hand, Oxy Corp (OXY-WS) experienced a reduction of 3,000 shares (-1.94%) during this period.
The portfolio also includes positions in Markel Group Inc (MKL), which is allocated $6,136,357 or 1.94%, and a smaller exposure to Real Estate valued at $1,004,650 or 0.58%. Overall sector allocation highlights Financial Services as the dominant holding with significant weight.
For more detailed information about Goodhaven Capital Management's investment activities, you can visit their profile page.