GOODHAVEN CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VTS | 557K | $10.72M |
 | DVN | 455K | $16.65M |
 | JEF | 442K | $27.42M |
 | BAC | 424K | $23.29M |
 | BN | 345K | $15.82M |
 | BLDR | 171K | $17.54M |
 | OXY-WT | 155K | $2.98M |
 | LEN-B | 151K | $14.37M |
 | HESM | 134K | $4.63M |
 | GOOG | 128K | $40.01M |
 | BRK-B | 123K | $61.61M |
 | KKR | 121K | $15.47M |
 | ARW | 70K | $7.70M |
 | PGR | 57K | $13.09M |
 | CB | 54K | $16.96M |
 | GIC | 33K | $965.43K |
 | ABG | 27K | $6.18M |
 | TOL | 17K | $2.29M |
 | LOAR | 10K | $680.00K |
 | CPT | 9K | $965.40K |
Vitesse Energy, Inc.
VTS
Shares Held
557K
Value
$10.72M
Devon Energy Corporation
DVN
Shares Held
455K
Value
$16.65M
Jefferies Financial Group Inc.
JEF
Shares Held
442K
Value
$27.42M
Bank of America Corporation
BAC
Shares Held
424K
Value
$23.29M
Brookfield Corporation
BN
Shares Held
345K
Value
$15.82M
Builders FirstSource, Inc.
BLDR
Shares Held
171K
Value
$17.54M
Occidental Petroleum Corporation
OXY-WT
Shares Held
155K
Value
$2.98M
Lennar Corporation
LEN-B
Shares Held
151K
Value
$14.37M
Hess Midstream LP
HESM
Shares Held
134K
Value
$4.63M
Alphabet Inc.
GOOG
Shares Held
128K
Value
$40.01M
Berkshire Hathaway Inc.
BRK-B
Shares Held
123K
Value
$61.61M
KKR & Co. Inc.
KKR
Shares Held
121K
Value
$15.47M
Arrow Electronics, Inc.
ARW
Shares Held
70K
Value
$7.70M
The Progressive Corporation
PGR
Shares Held
57K
Value
$13.09M
Chubb Limited
CB
Shares Held
54K
Value
$16.96M
Global Industrial Company
GIC
Shares Held
33K
Value
$965.43K
Asbury Automotive Group, Inc.
ABG
Shares Held
27K
Value
$6.18M
Toll Brothers, Inc.
TOL
Shares Held
17K
Value
$2.29M
Loar Holdings Inc.
LOAR
Shares Held
10K
Value
$680.00K
Camden Property Trust
CPT
Shares Held
9K
Value
$965.40K