GoodHaven Capital Management, LLC
MILLBURN NJ · SEC CIK 0001542300
$3.18亿2026Q2 申报市值
26持仓数
80.2%前十大占比 · 第一大 19.3%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BLDR 加仓+$387.72万
ABG 加仓+$255.15万
PGR 加仓+$92.25万
MKL 加仓+$42.97万
BRK/B 加仓+$15.31万
2026Q2 卖出最多 按季末市值估算
GIC 减仓-$11.51万
OCCIDENTAL PETE 减仓-$7.99万
DVN 减仓-$6.20万
LEN/B 减仓-$3.99万
HESM 减仓-$1.88万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,138.38万 | 19.32% | 122,672 | 306 | 0.3% | $15.31万 | 加仓 |
| GOOG | ALPHABET INC | $4,499.30万 | 14.16% | 127,340 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $2,412.98万 | 7.59% | 423,479 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $2,228.82万 | 7.02% | 445,942 | 1,105 | 0.2% | $5.52万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $2,046.94万 | 6.44% | 228,760 | 43,330 | 23.4% | $387.72万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $1,871.63万 | 5.89% | 452,959 | -1,500 | -0.3% | -$6.20万 | 减仓 |
| CB | CHUBB LIMITED | $1,851.51万 | 5.83% | 54,338 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $1,491.01万 | 4.69% | 69,866 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $1,479.07万 | 4.66% | 347,280 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP | $1,445.88万 | 4.55% | 162,990 | -450 | -0.3% | -$3.99万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1,347.20万 | 4.24% | 61,671 | 4,223 | 7.4% | $92.25万 | 加仓 |
| KKR | KKR & CO INC | $1,313.40万 | 4.13% | 143,103 | -200 | -0.1% | -$1.84万 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $1,135.10万 | 3.57% | 56,450 | 12,689 | 29.0% | $255.15万 | 加仓 |
| MKL | MARKEL GROUP INC | $613.64万 | 1.93% | 3,142 | 220 | 7.5% | $42.97万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $502.84万 | 1.58% | 133,735 | -500 | -0.4% | -$1.88万 | 减仓 |
| — | OCCIDENTAL PETE CORP | $403.97万 | 1.27% | 151,697 | -3,000 | -1.9% | -$7.99万 | 减仓 |
| TOL | TOLL BROTHERS INC | $279.56万 | 0.88% | 16,969 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $261.86万 | 0.82% | 8,000 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $100.47万 | 0.32% | 8,775 | 0 | 0.0% | — | 不变 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $98.87万 | 0.31% | 29,550 | -3,440 | -10.4% | -$11.51万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $80.61万 | 0.25% | 10,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看涨期权 | $75.06万 | 0.24% | 1,500 | 300 | 25.0% | $15.01万 | 加仓 |
| GOOGL | ALPHABET INC | $40.95万 | 0.13% | 1,146 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP 看涨期权 | $26.61万 | 0.08% | 3,000 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $25.44万 | 0.08% | 5,673 | 0 | 0.0% | — | 不变 |
| BNT | BROOKFIELD WEALTH SOL LTD | $8,703 | 0.00% | 204 | 0 | 0.0% | — | 不变 |