Stock Taper 
GOODHAVEN CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOGL | 1.15K | $409.55K |
 Markel Corporation | MKL | 3.14K | $6.14M |
 Brookfield Asset Management Ltd. | BAM | 5.67K | $254.43K |
 JPMorgan Chase & Co. | JPM | 8K | $2.62M |
 Camden Property Trust | CPT | 8.78K | $1M |
 Loar Holdings Inc. | LOAR | 10K | $806.1K |
 Toll Brothers, Inc. | TOL | 16.97K | $2.8M |
 Global Industrial Co | GIC | 29.55K | $988.74K |
 Chubb Limited | CB | 54.34K | $18.52M |
 Asbury Automotive Group, Inc. | ABG | 56.45K | $11.35M |
 The Progressive Corporation | PGR | 61.67K | $13.47M |
 Arrow Electronics, Inc. | ARW | 69.87K | $14.91M |
 Berkshire Hathaway Inc. | BRK-B | 122.67K | $61.38M |
 Alphabet Inc. | GOOG | 127.34K | $44.99M |
 Hess Midstream LP | HESM | 133.74K | $5.03M |
 KKR & Co. Inc. | KKR | 143.1K | $13.13M |
 Occidental Petroleum Corporation | OXY-WT | 151.7K | $4.04M |
 Lennar Corporation | LEN-B | 162.99K | $14.46M |
 Builders FirstSource, Inc. | BLDR | 228.76K | $20.47M |
 Brookfield Corporation | BN | 347.28K | $14.79M |