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Midas Edge

13-F holdings, Q2 2026

GoodHaven Capital Management, LLC

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$316.7M
Positions
24
Filed
Data as of

These holdings are as of , 132 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. BRK-B$61.4M
    122,672 shares19.4% of the book
  2. GOOG$45M
    127,340 shares14.2% of the book
  3. BAC$24.1M
    423,479 shares7.6% of the book
  4. JEF$22.3M
    445,942 shares7% of the book
  5. BLDR$20.5M
    228,760 shares6.5% of the book
  6. DVN$18.7M
    452,959 shares5.9% of the book
  7. CB$18.5M
    54,338 shares5.8% of the book
  8. ARW$14.9M
    69,866 shares4.7% of the book
  9. BN$14.8M
    347,280 shares4.7% of the book
  10. LEN-B$14.5M
    162,990 shares4.6% of the book

What changed this quarter

0 new positions and 0 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • BLDR

    BUILDERS FIRSTSOURCE INC

    +$3.9M

    +23.4% shares

  • ABG

    ASBURY AUTOMOTIVE GROUP INC

    +$2.6M

    +29% shares

  • PGR

    PROGRESSIVE CORP

    +$922.5K

    +7.4% shares

  • MKL

    MARKEL GROUP INC

    +$429.7K

    +7.5% shares

  • BRK-B

    BERKSHIRE HATHAWAY INC DEL

    +$153.1K

    +0.3% shares

Largest sells

  • GIC

    GLOBAL INDUSTRIAL COMPANY

    −$115.1K

    -10.4% shares

  • OXY-WS

    OCCIDENTAL PETE CORP

    −$79.9K

    -1.9% shares

  • DVN

    DEVON ENERGY CORP NEW

    −$62K

    -0.3% shares

  • LEN-B

    LENNAR CORP

    −$39.9K

    -0.3% shares

  • HESM

    HESS MIDSTREAM LP

    −$18.8K

    -0.4% shares

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.