GOODHAVEN CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DVN | 454K | $22.87M |
 | JEF | 445K | $18.36M |
 | BAC | 423K | $20.64M |
 | BN | 347K | $14.05M |
 | BLDR | 185K | $15.27M |
 | LEN-B | 163K | $13.75M |
 | OXY-WT | 155K | $6.64M |
 | KKR | 143K | $13.26M |
 | HESM | 134K | $5.22M |
 | GOOG | 127K | $36.53M |
 | BRK-B | 122K | $58.64M |
 | ARW | 70K | $10.02M |
 | PGR | 57K | $11.39M |
 | CB | 54K | $17.71M |
 | ABG | 44K | $8.55M |
 | GIC | 33K | $1.04M |
 | TOL | 17K | $2.32M |
 | LOAR | 10K | $572.90K |
 | CPT | 9K | $856.97K |
 | JPM | 8K | $2.35M |
Devon Energy Corporation
DVN
Shares Held
454K
Value
$22.87M
Jefferies Financial Group Inc.
JEF
Shares Held
445K
Value
$18.36M
Bank of America Corporation
BAC
Shares Held
423K
Value
$20.64M
Brookfield Corporation
BN
Shares Held
347K
Value
$14.05M
Builders FirstSource, Inc.
BLDR
Shares Held
185K
Value
$15.27M
Lennar Corporation
LEN-B
Shares Held
163K
Value
$13.75M
Occidental Petroleum Corporation
OXY-WT
Shares Held
155K
Value
$6.64M
KKR & Co. Inc.
KKR
Shares Held
143K
Value
$13.26M
Hess Midstream LP
HESM
Shares Held
134K
Value
$5.22M
Alphabet Inc.
GOOG
Shares Held
127K
Value
$36.53M
Berkshire Hathaway Inc.
BRK-B
Shares Held
122K
Value
$58.64M
Arrow Electronics, Inc.
ARW
Shares Held
70K
Value
$10.02M
The Progressive Corporation
PGR
Shares Held
57K
Value
$11.39M
Chubb Limited
CB
Shares Held
54K
Value
$17.71M
Asbury Automotive Group, Inc.
ABG
Shares Held
44K
Value
$8.55M
Global Industrial Co
GIC
Shares Held
33K
Value
$1.04M
Toll Brothers, Inc.
TOL
Shares Held
17K
Value
$2.32M
Loar Holdings Inc.
LOAR
Shares Held
10K
Value
$572.90K
Camden Property Trust
CPT
Shares Held
9K
Value
$856.97K
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.35M