GoodHaven Capital Management, LLC In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), GoodHaven Capital Management, LLC reported 25 stock positions worth $284.6 million . Its top holding was Berkshire Hathaway Class B (BRK.B) at 20.9% of the portfolio, followed by Jefferies Financial (JEF, 8.5% ) and Alphabet Class C (GOOG, 8.3% ). Compared with Q1 2025, it opened 1 new position, added to 7 and reduced 8. The biggest buy was Brookfield (BN, shares +3% ) and the biggest sale Camden Property Trust (CPT, shares −78% ).
Location MILLBURN, NJ
CIK 0001542300
Portfolio Value $284.6M (Q2 2025) Holdings 25 stocks · $284.6M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2025 BRK.B Berkshire Hathaway Inc. Class B 122,419 $59.5M No change JEF Jefferies Financial Group Inc. 442,287 $24.2M Add +0.5% GOOG Alphabet Inc. Class C 132,640 $23.5M Reduce -21.3% BAC Bank of America Corp. filed as BANK AMERICA CORP 423,829 $20.1M Reduce -8.8% BLDR Builders Firstsource Inc. 170,570 $19.9M Add +1.7% KKR KKR & Co. Inc. 121,325 $16.1M No change PGR Progressive Corp. 57,520 $15.3M Reduce -0.3% LEN.B Lennar Corp. Class B 138,655 $14.6M Add +3.7% DVN Devon Energy Corp. 446,971 $14.2M No change BN Brookfield Corp. 225,873 $14.0M Add +3.1% CB Chubb Ltd. 43,380 $12.6M Add +1.0% VTS Vitesse Energy Inc. 552,151 $12.2M Add +2.7% ARW Arrow Electronics Inc. 88,688 $11.3M No change MKL Markel Group Inc. 2,898 $5.8M No change ABG Asbury Automotive Group 23,558 $5.6M Add +20.5% HESM Hess Midstream LP Class A 134,375 $5.2M No change GHLD Guild Holdings Co. Class A 153,901 $3.0M Reduce -4.7% JPM JPMorgan Chase & Co. 8,000 $2.3M No change TOL Toll Brothers Inc. 16,965 $1.9M New CPT Camden Property Trust 8,770 $988K Reduce -77.6% GIC Global Industrial Co. 33,040 $892K Reduce -2.7% LOAR Loar Holdings Inc. 10,000 $862K No change BAM Brookfield Asset Mgmt-A 5,708 $316K Reduce -61.7% GOOGL Alphabet Inc. Class A 1,146 $202K No change BNT Brookfield Wealth Solutions 144 $9K Reduce -63.6%
Other holdings (1): bonds, preferreds, convertibles and warrants · $3.2M (not counted above) Security Class Shares / Principal Value Change OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 153,197 $3.2M Add +0.7%
Total filed on the 13F, all lines: $287.8M.
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ CPT Camden Property Trust Reduce -77.6% 0.35% −1.29 GOOG Alphabet Inc. Class C Reduce -21.3% 8.27% −0.79 PGR Progressive Corp. Reduce -0.3% 5.39% −0.22 BAM Brookfield Asset Mgmt-A Reduce -61.7% 0.11% −0.14 BNT Brookfield Wealth Solutions Reduce -63.6% 0.00% −0.00 GIC Global Industrial Co. Reduce -2.7% 0.31% +0.05 GHLD Guild Holdings Co. Class A Reduce -4.7% 1.07% +0.22 BAC Bank of America Corp. Reduce -8.8% 7.05% +0.38
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ BN Brookfield Corp. Add +3.1% 4.91% +0.96 TOL Toll Brothers Inc. New 0.68% +0.68 ABG Asbury Automotive Group Add +20.5% 1.97% +0.49 JEF Jefferies Financial Group Inc. Add +0.5% 8.50% +0.40 LEN.B Lennar Corp. Class B Add +3.7% 5.13% +0.12 CB Chubb Ltd. Add +1.0% 4.42% −0.04 BLDR Builders Firstsource Inc. Add +1.7% 6.99% −0.21 VTS Vitesse Energy Inc. Add +2.7% 4.29% −0.26
Notes & Other Activity Q1 2025 → Q2 2025 Security Class Change vs Q1 2025 Shares / Principal Value ▼ OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 Add +0.7% 153,197 $3.2M
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 23 $312.7M BRK.B, GOOG, BAC, JEF, BLDR Q1 2026 23 $279.6M BRK.B, GOOG, DVN, BAC, JEF Q4 2025 24 $305.8M BRK.B, GOOG, JEF, BAC, BLDR Q3 2025 25 $306.6M BRK.B, GOOG, JEF, BAC, BLDR Q2 2025 25 $284.6M BRK.B, JEF, GOOG, BAC, BLDR Q1 2025 24 $291.0M BRK.B, GOOG, JEF, BLDR, BAC Q4 2024 26 $305.9M BRK.B, JEF, GOOG, BLDR, BAC Q3 2024 25 $297.4M BRK.B, BLDR, GOOG, JEF, BAC Q2 2024 25 $267.6M BRK.B, GOOG, BLDR, JEF, BAC Q1 2024 25 $261.1M BRK.B, BLDR, GOOG, JEF, BAC