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  Name: GOODHAVEN CAPITAL MANAGEMENT, LLC
  City: MIAMI
  State: FL
  Zip: 33143
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $230,556,000
  Total Value Change : $39,867,000
  Securities Held Change : -1
   
All Securities Held : 26
  New Positions : 1
  Closed Positions : 2
  Increased Positions : 9
  Unchanged Positions : 2
  Decreased Positions : 14

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Holdings Found : 28     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 1 - $416.93 $39,808,000 111,614 17.27% 8,083,000 21,050 0.008    Property & Casualty I...
   (BLDR)1 Year Chart         BLDR Builders Firstsource Inc 2 - $209.68 $28,512,000 170,790 12.37% 7,070,000 -1,450 0.082    Home Improvement Stores
   (GOOG)1 Year Chart         GOOG Alphabet Inc 3 - $151.94 $24,385,000 173,030 10.58% 1,438,000 -1,010 0.003    Search Engines & Info...
   (LUK)1 Year Chart         LUK Leucadia National Corp 4 - $46.13 $18,167,000 449,558 7.88% 1,577,000 -3,350 0.065    Integrated Telecommun...
   (BAC)1 Year Chart         BAC Bank of America Corp 5 - $37.81 $15,821,000 469,881 6.86% 5,230,000 83,060 0.005    Domestic Money Center...
   (LEN.B)1 Year Chart         LEN.B Lennar Corp Class B 6 - $151.35 $13,795,000 102,906 5.98% 3,198,000 -750 0.274    Residential Construct...
   (DVN)1 Year Chart         DVN Devon Energy Corp 7 - $49.46 $13,133,000 289,907 5.7% -766,000 -1,483 0.043    Independent Oil & Gas
   (KKR)1 Year Chart         KKR KKR Financial Holdings LLC 8 - $100.51 $10,378,000 125,265 4.5% 2,602,000 -975 0.022    Asset Management
   (PGR)1 Year Chart         PGR Progressive Corp 9 - $206.15 $9,562,000 60,030 4.15% 1,141,000 -425 0.01    Property & Casualty I...
   (BN)1 Year Chart         BN BROOKFIELD Corp 10 - $41.58 $8,812,000 219,648 3.82% 3,430,000 47,546 0.014    N/A
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 11 - $415.25 $7,391,000 19,159 3.21% 1,810,000 1,912 0.006    Investment Brokerage ...
   (VTS)1 Year Chart         VTS Vitesse Energy, Inc. 12 - $23.71 $6,717,000 306,841 2.91% 637,000 41,206 1.076    N/A
   (ASO)1 Year Chart         ASO Academy Sports & Outdoors, ... 13 - $0.00 $4,623,000 70,050 2.01% 1,295,000 -350 0.076    N/A
   (HESM)1 Year Chart         HESM Hess Midstream Partners Lp 14 - $35.83 $4,499,000 142,253 1.95% 324,000 -1,054 0.323    N/A
   (MKL)1 Year Chart         MKL Markel Corp 15 - $1,527.35 $4,159,000 2,929 1.8% -132,000 15 0.021    Property & Casualty I...
   (CPT)1 Year Chart         CPT Camden Property Trust 16 - $97.16 $3,992,000 40,210 1.73% 1,555,000 14,445 0.038    REIT - Housing/Apartm...
   (GIC)1 Year Chart         GIC Global Industrial Co 17 - $45.00 $3,415,000 87,926 1.48% 439,000 -910 0.235    Catalog & Mail Order ...
   (OXY.WS)1 Year Chart         OXY.WS Occidental Petroleum Equity... 18 - $0.00 $3,289,000 84,492 1.43% 501,000 20,022 0.094    N/A
   (ARHS)1 Year Chart         ARHS Arhaus, Inc. 19 - $14.80 $2,484,000 209,580 1.08% 544,000 1,000 0.153    N/A
   (GHLD)1 Year Chart         GHLD Guild Holdings Co 20 - $0.00 $2,455,000 174,211 1.06% 538,000 -520 0.886    N/A
   (PGC)1 Year Chart         PGC Peapack Gladstone Financial... 21 New $24.07 $2,187,000 73,331 0.95% 2,187,000 73,331 0.387    Domestic Regional Banks
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 22 - $199.52 $1,361,000 8,000 0.59% 201,000 0 0    Domestic Money Center...
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 23 - $258.50 $802,000 3,550 0.35% 47,000 -75 0.001    Property & Casualty I...
   (BAM)1 Year Chart         BAM Brookfield Asset Management... 24 - $41.80 $632,000 15,730 0.27% 103,000 -151 0.004    Asset Management
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 25 - $150.87 $160,000 1,146 0.07% 10,000 0 0    Search Engines & Info...
   (BNRE)1 Year Chart         BNRE Brookfield Asset Management... 26 - $41.33 $17,000 411 0.01% 4,000 -3 0.004    N/A
   (VZ)1 Year Chart         VZ Verizon Communications Inc 27 Closed $41.54 $0 0 0% -747,000 -23,036 0    Telecom Services - Do...
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 28 Closed $71.59 $0 0 0% -2,452,000 -28,273 0    N/A

      28 Records Found
  1    
Page 1 of 1
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