13F Insight
DOSSIER · 13F-HR · Q2 2026

GoodHaven Capital Management, LLC

$318M in tracked AUM across 26 positions as of Q2 2026.

GC
CIK 0001542300 · last filed Jun 30, 2026
Total AUM
$318M
as of Q2 2026
Holdings
26
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

GoodHaven Capital Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$62M124K19.6%02
GOOG
ALPHABET INC
$45M127K14.2%03
BAC
BANK OF AMER CORP
$24M423K7.6%04
JEF
JEFFERIES FINANCIAL GROUP IN
$22M446K7.0%05
BLDR
BUILDERS FIRSTSOURCE INC
$20M229K6.4%06
DVN
DEVON ENERGY CORP NEW
$19M453K5.9%07
H1467J104
CHUBB LIMITED
$19M54K5.8%08
ARW
ARROW ELECTRS INC
$15M70K4.7%09
BN
BROOKFIELD CORP
$15M347K4.7%10
LEN/B
LENNAR CORP
$15M166K4.6%

Filing history

2026Q2Jun 30
$318M▲ 10.7%
26 positionsView →2026Q1Mar 31
$287M▼ 7.1%
26 positionsView →2025Q4Dec 31
$309M▼ 0.5%
26 positionsView →2025Q3Sep 30
$311M▲ 7.9%
26 positionsView →2025Q2Jun 30
$288M▼ 2.5%
26 positionsLocked2025Q1Mar 31
$295M▼ 4.8%
25 positionsLocked2024Q4Dec 31
$310M▲ 2.8%
27 positionsLocked2024Q3Sep 30
$302M▲ 10.7%
26 positionsLocked2024Q2Jun 30
$272M▲ 2.5%
26 positionsLocked2024Q1Mar 31
$266M▲ 15.3%
26 positionsLocked2023Q4Dec 31
$231M▲ 20.9%
26 positionsLocked2023Q3Sep 30
$191M▲ 14.3%
27 positionsLocked
Showing 12 of 52