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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
PGC +73,331+$2,187
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
BABA -28,273-$2,452
VZ -23,036-$747
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
BAC +83,060+$5,230
BN +47,546+$3,430
VTS +41,206+$637
BRK +21,050+$8,083
OXY +20,022+$501
CPT +14,445+$1,555
GS +1,912+$1,810
ARHS +1,000+$544
MKL +15-$132
JPM UNCH+$201
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
JEF -3,350+$1,577
DVN -1,483-$766
BLDR -1,450+$7,070
HESM -1,054+$324
GOOG -1,010+$1,438
KKR -975+$2,602
GIC -910+$439
LEN -750+$3,198
GHLD -520+$538
GoodHaven Capital Management LLC Info
Size ($ in 1000's)
At 12/31/2023: $230,556
At 09/30/2023: $190,689

GoodHaven Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from GoodHaven Capital Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By GoodHaven Capital Management LLC
As of  12/31/2023, we find all stocks held by GoodHaven Capital Management LLC to be as follows, presented in the table below with each row detailing each GoodHaven Capital Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-GoodHaven Capital Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by GoodHaven Capital Management LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $39,808
     BRK.B111,614+21,050$39,808
BUILDERS FIRSTSOURCE INC 170,790 -1,450 $28,512
     BLDR170,790-1,450$28,512
ALPHABET INC 173,030 -1,010 $24,385
     GOOG173,030-1,010$24,385
JEFFERIES FINL GROUP INC 449,558 -3,350 $18,167
     JEF449,558-3,350$18,167
BANK AMERICA CORP 469,881 +83,060 $15,821
     BAC469,881+83,060$15,821
LENNAR CORP      $13,795
     LEN.B102,906-750$13,795
DEVON ENERGY CORP NEW 289,907 -1,483 $13,133
     DVN289,907-1,483$13,133
KKR & CO INC 125,265 -975 $10,378
     KKR125,265-975$10,378
PROGRESSIVE CORP 60,030 -425 $9,562
     PGR60,030-425$9,562
BROOKFIELD CORP 219,648 +47,546 $8,812
     BN219,648+47,546$8,812
GOLDMAN SACHS GROUP INC 19,159 +1,912 $7,391
     GS19,159+1,912$7,391
VITESSE ENERGY INC 306,841 +41,206 $6,717
     VTS306,841+41,206$6,717
ACADEMY SPORTS & OUTDOORS IN 70,050 -350 $4,623
     ASO70,050-350$4,623
HESS MIDSTREAM LP 142,253 -1,054 $4,499
     HESM142,253-1,054$4,499
MARKEL GROUP INC 2,929 +15 $4,159
     MKL2,929+15$4,159
CAMDEN PPTY TR 40,210 +14,445 $3,992
     CPT40,210+14,445$3,992
GLOBAL INDUSTRIAL COMPANY 87,926 -910 $3,415
     GIC87,926-910$3,415
OCCIDENTAL PETE CORP      $3,289
     OXY.WT84,492+20,022$3,289
ARHAUS INC 209,580 +1,000 $2,484
     ARHS209,580+1,000$2,484
GUILD HLDGS CO 174,211 -520 $2,455
     GHLD174,211-520$2,455
PEAPACK GLADSTONE FINL CORP 73,331 +73,331 $2,187
     PGC73,331+73,331$2,187
JPMORGAN CHASE & CO 8,000 UNCH $1,361
     JPM8,000UNCH$1,361
CHUBB LIMITED 3,550 -75 $802
     CB3,550-75$802
BROOKFIELD ASSET MANAGMT LTD 15,730 -151 $632
     BAM15,730-151$632
ALPHABET INC 1,146 UNCH $160
     GOOGL1,146UNCH$160
BROOKFIELD REINS LTD 411 -3 $17
     BNRE411-3$17
ALIBABA GROUP HLDG LTD $0 (exited)
     BABA0-28,273$0
VERIZON COMMUNICATIONS INC 0 -23,036 $0 (exited)
     VZ0-23,036$0

See Summary: GoodHaven Capital Management LLC Top Holdings
See Details: Top 10 Stocks Held By GoodHaven Capital Management LLC

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