DOSSIER · 13F-HR · Q1 2026

GoodHaven Capital Management, LLC

$287M in tracked AUM across 26 positions as of Q1 2026.

GC
CIK 0001542300 · last filed Mar 31, 2026
Total AUM
$287M
as of Q1 2026
Holdings
26
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

GoodHaven Capital Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$59M124K20.6%
02
GOOG
ALPHABET INC
$37M127K12.7%
03
DVN
DEVON ENERGY CORP NEW
$23M454K8.0%
04
BAC
BANK AMERICA CORP
$21M423K7.2%
05
JEF
JEFFERIES FINANCIAL GROUP IN
$18M445K6.4%
06
H1467J104
CHUBB LIMITED SWITZ
$18M54K6.2%
07
BLDR
BUILDERS FIRSTSOURCE INC
$15M185K5.3%
08
BN
BROOKFIELD CORP
$14M347K4.9%
09
LEN/B
LENNAR CORP
$14M166K4.9%
10
KKR
KKR & CO INC
$13M143K4.6%

Filing history

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 positionsLocked
2025Q1Mar 31
$295M 4.8%
25 positionsLocked
2024Q4Dec 31
$310M 2.8%
27 positionsLocked
2024Q3Sep 30
$302M 10.7%
26 positionsLocked
2024Q2Jun 30
$272M 2.5%
26 positionsLocked
2024Q1Mar 31
$266M 15.3%
26 positionsLocked
2023Q4Dec 31
$231M 20.9%
26 positionsLocked
2023Q3Sep 30
$191M 14.3%
27 positionsLocked
2023Q2Jun 30
$167M 7.4%
26 positionsLocked
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