GoodHaven Capital Management, LLC
MILLBURN NJ · SEC CIK 0001542300
$2.87亿2026Q1 申报市值
26持仓数
80.5%前十大占比 · 第一大 20.4%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ABG 加仓+$335.38万
KKR 加仓+$203.30万
BLDR 加仓+$122.75万
LEN/B 加仓+$104.18万
BN 加仓+$10.51万
2026Q1 卖出最多 按季末市值估算
VTS 清仓-$1,071.82万
BRK/B 减仓-$9.73万
GOOG 减仓-$4.88万
DVN 减仓-$1.07万
PGR 减仓-$4,361
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VTS | VITESSE ENERGY INC | $0 | 0.00% | 0 | -556,501 | -100.0% | -$1,071.82万 | 清仓 |
| BNT | BROOKFIELD WEALTH SOL LTD | $8,446 | 0.00% | 204 | -3 | -1.4% | -$124 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $25.22万 | 0.09% | 5,673 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP 看涨期权 | $25.24万 | 0.09% | 3,000 | 2,970 | 9,900.0% | $24.98万 | 加仓 |
| GOOGL | ALPHABET INC | $32.95万 | 0.11% | 1,146 | 0 | 0.0% | — | 不变 |
| LOAR | LOAR HOLDINGS INC | $57.29万 | 0.20% | 10,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看涨期权 | $57.50万 | 0.20% | 1,200 | 1,200 | — | $57.50万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $85.70万 | 0.30% | 8,775 | 5 | 0.1% | $488 | 加仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $103.98万 | 0.36% | 32,990 | -50 | -0.2% | -$1,576 | 减仓 |
| TOL | TOLL BROTHERS INC | $231.58万 | 0.81% | 16,969 | 4 | 0.0% | $546 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $235.33万 | 0.82% | 8,000 | 0 | 0.0% | — | 不变 |
| HESM | HESS MIDSTREAM LP | $521.77万 | 1.82% | 134,235 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $559.29万 | 1.95% | 2,922 | 24 | 0.8% | $4.59万 | 加仓 |
| — | OCCIDENTAL PETE CORP | $663.65万 | 2.31% | 154,697 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $855.13万 | 2.98% | 43,761 | 17,163 | 64.5% | $335.38万 | 加仓 |
| ARW | ARROW ELECTRS INC | $1,001.95万 | 3.49% | 69,866 | -27 | -0.0% | -$3,872 | 减仓 |
| PGR | PROGRESSIVE CORP | $1,138.85万 | 3.97% | 57,448 | -22 | -0.0% | -$4,361 | 减仓 |
| KKR | KKR & CO INC | $1,325.55万 | 4.62% | 143,303 | 21,978 | 18.1% | $203.30万 | 加仓 |
| LEN/B | LENNAR CORP | $1,374.86万 | 4.79% | 163,440 | 12,385 | 8.2% | $104.18万 | 加仓 |
| BN | BROOKFIELD CORP | $1,405.44万 | 4.90% | 347,280 | 2,596 | 0.8% | $10.51万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1,526.65万 | 5.32% | 185,430 | 14,910 | 8.7% | $122.75万 | 加仓 |
| CB | CHUBB LIMITED SWITZ | $1,771.04万 | 6.17% | 54,338 | 8 | 0.0% | $2,607 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1,835.84万 | 6.40% | 444,837 | 2,350 | 0.5% | $9.70万 | 加仓 |
| BAC | BANK AMERICA CORP | $2,064.46万 | 7.19% | 423,479 | -50 | -0.0% | -$2,437 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $2,286.84万 | 7.97% | 454,459 | -212 | -0.0% | -$1.07万 | 减仓 |
| GOOG | ALPHABET INC | $3,652.88万 | 12.73% | 127,340 | -170 | -0.1% | -$4.88万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,863.78万 | 20.43% | 122,366 | -203 | -0.2% | -$9.73万 | 减仓 |