GoodHaven Capital Management
GoodHaven Capital Management reported 24 stocks worth $317M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are BRK.B (19.4%), GOOG (14.2%) and BAC (7.6%). Compared with Q1 2026, the fund added to BRK.B, JEF and BLDR and trimmed DVN, LEN.B and KKR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $61.4M | 19.4% | 123K | +306 (+0%) | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $45M | 14.2% | 127K | No change | 8 of 8 | |
| 3 |  BAC Bank of America Corp | $24.1M | 7.6% | 423K | No change | 8 of 8 | |
| 4 |  JEF Jefferies Finl Group Inc | $22.3M | 7.0% | 446K | +1,105 (+0%) | 8 of 8 | |
| 5 |  BLDR Builders Firstsource Inc | $20.5M | 6.5% | 229K | +43K (+23%) | 8 of 8 | |
| 6 |  DVN Devon Energy Corp New | $18.7M | 5.9% | 453K | −1,500 (−0%) | 8 of 8 | |
| 7 |  CB Chubb Ltd F | $18.5M | 5.8% | 54K | No change | 8 of 8 | |
| 8 |  ARW Arrow Electrs Inc | $14.9M | 4.7% | 70K | No change | 8 of 8 | |
| 9 |  BN Brookfield Corp Fclass A | $14.8M | 4.7% | 347K | No change | 8 of 8 | |
| 10 |  LEN.B Lennar Corp | $14.5M | 4.6% | 163K | −450 (−0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Options
valued at the underlying sharesReported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →GoodHaven Capital Management 13F FAQ
What does GoodHaven Capital Management own?
GoodHaven Capital Management reported 24 stocks worth $317M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are BRK.B (19.4%), GOOG (14.2%) and BAC (7.6%). The table above lists every position in the filing (the top 10 without an account).
What did GoodHaven Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 6 added to, 6 trimmed and 0 sold out.
When will GoodHaven Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is GoodHaven Capital Management's portfolio worth?
The Q2 2026 filing reports $317M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.