GoodHaven Capital Management, LLC 13F 持仓 · 2026年Q2
GoodHaven Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 3.18 亿美元。前几大持仓：BRKB（19.56%）、GOOG（14.16%）、BAC（7.59%）。本季前 25 大持仓中：增持 6 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $62.1M | 19.56% | 124,172 | 增持 |
| 2 | GOOG | ALPHABET INC | $45.0M | 14.16% | 127,340 | 持平 |
| 3 | BAC | BANK OF AMER CORP | $24.1M | 7.59% | 423,479 | 持平 |
| 4 | JEF | JEFFERIES FINANCIAL GROUP IN | $22.3M | 7.02% | 445,942 | 增持 |
| 5 | BLDR | BUILDERS FIRSTSOURCE INC | $20.5M | 6.44% | 228,760 | 增持 |
| 6 | DVN | DEVON ENERGY CORP NEW | $18.7M | 5.89% | 452,959 | 减持 |
| 7 | CB | CHUBB LIMITED | $18.5M | 5.83% | 54,338 | 持平 |
| 8 | ARW | ARROW ELECTRS INC | $14.9M | 4.69% | 69,866 | 持平 |
| 9 | BN | BROOKFIELD CORP | $14.8M | 4.66% | 347,280 | 持平 |
| 10 | LENB | LENNAR CORP | $14.7M | 4.63% | 165,990 | 减持 |
| 11 | PGR | PROGRESSIVE CORP | $13.5M | 4.24% | 61,671 | 增持 |
| 12 | KKR | KKR & CO INC | $13.1M | 4.13% | 143,103 | 减持 |
| 13 | ABG | ASBURY AUTOMOTIVE GROUP INC | $11.4M | 3.57% | 56,450 | 增持 |
| 14 | MKL | MARKEL GROUP INC | $6.1M | 1.93% | 3,142 | 增持 |
| 15 | HESM | HESS MIDSTREAM LP | $5.0M | 1.58% | 133,735 | 减持 |
| 16 | OXY/WS | OCCIDENTAL PETE CORP | $4.0M | 1.27% | 151,697 | 减持 |
| 17 | TOL | TOLL BROTHERS INC | $2.8M | 0.88% | 16,969 | 持平 |
| 18 | JPM | JPMORGAN CHASE & CO | $2.6M | 0.82% | 8,000 | 持平 |
| 19 | CPT | CAMDEN PPTY TR | $1.0M | 0.32% | 8,775 | 持平 |
| 20 | GIC | GLOBAL INDUSTRIAL COMPANY | $988,743 | 0.31% | 29,550 | 减持 |
| 21 | LOAR | LOAR HOLDINGS INC | $806,100 | 0.25% | 10,000 | 持平 |
| 22 | GOOGL | ALPHABET INC | $409,546 | 0.13% | 1,146 | 持平 |
| 23 | BAM | BROOKFIELD ASSET MANAGMT LTD | $254,434 | 0.08% | 5,673 | 持平 |
| 24 | BNT | BROOKFIELD WEALTH SOL LTD | $8,703 | 0.00% | 204 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR