GOODHAVEN CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VTS | 557K | $12.93M |
 | DVN | 447K | $15.67M |
 | JEF | 442K | $28.91M |
 | BAC | 424K | $21.85M |
 | BN | 226K | $15.49M |
 | BLDR | 171K | $20.68M |
 | OXY-WT | 153K | $3.91M |
 | GHLD | 150K | $3.00M |
 | LEN-B | 139K | $16.64M |
 | HESM | 134K | $4.64M |
 | GOOG | 128K | $31.08M |
 | BRK-B | 123K | $61.62M |
 | KKR | 121K | $15.77M |
 | ARW | 89K | $10.77M |
 | PGR | 57K | $14.19M |
 | CB | 48K | $13.60M |
 | GIC | 33K | $1.21M |
 | ABG | 24K | $5.86M |
 | TOL | 17K | $2.34M |
 | LOAR | 10K | $800.00K |
Vitesse Energy, Inc.
VTS
Shares Held
557K
Value
$12.93M
Devon Energy Corporation
DVN
Shares Held
447K
Value
$15.67M
Jefferies Financial Group Inc.
JEF
Shares Held
442K
Value
$28.91M
Bank of America Corporation
BAC
Shares Held
424K
Value
$21.85M
Brookfield Corporation
BN
Shares Held
226K
Value
$15.49M
Builders FirstSource, Inc.
BLDR
Shares Held
171K
Value
$20.68M
Occidental Petroleum Corporation
OXY-WT
Shares Held
153K
Value
$3.91M
Guild Holdings Company
GHLD
Shares Held
150K
Value
$3.00M
Lennar Corporation
LEN-B
Shares Held
139K
Value
$16.64M
Hess Midstream LP
HESM
Shares Held
134K
Value
$4.64M
Alphabet Inc.
GOOG
Shares Held
128K
Value
$31.08M
Berkshire Hathaway Inc.
BRK-B
Shares Held
123K
Value
$61.62M
KKR & Co. Inc.
KKR
Shares Held
121K
Value
$15.77M
Arrow Electronics, Inc.
ARW
Shares Held
89K
Value
$10.77M
The Progressive Corporation
PGR
Shares Held
57K
Value
$14.19M
Chubb Limited
CB
Shares Held
48K
Value
$13.60M
Global Industrial Company
GIC
Shares Held
33K
Value
$1.21M
Asbury Automotive Group, Inc.
ABG
Shares Held
24K
Value
$5.86M
Toll Brothers, Inc.
TOL
Shares Held
17K
Value
$2.34M
Loar Holdings Inc.
LOAR
Shares Held
10K
Value
$800.00K