Bernadette Murphy
Goodhaven Capital Management, Llc
Assets Managed
$287.036M
Holdings
24
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
-7.06%(2Q avg: -3.8%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Goodhaven Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 24 positions.
Assets under management
The assets under management (AUM) of Goodhaven Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 287.036M in assets, with a quarterly growth rate of -7.06% and a 2-quarter average growth rate of -3.8%. The portfolio is managed by Bernadette Murphy, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BRK.B Berkshire Hathaway Inc-cl B
| 20.63% | $59.213M 123,566 shares@ $479.2 avg price | Increased 0.82% |
GOOG Alphabet Inc-cl C
| 12.73% | $36.529M 127,340 shares@ $286.86 avg price | Decreased -0.13% |
DVN Devon Energy Corp
| 7.97% | $22.868M 454,459 shares@ $50.33 avg price | Decreased -0.04% |
BAC Bank Of America Corp
| 7.2% | $20.645M 423,479 shares@ $48.75 avg price | Decreased -0.01% |
JEF Jefferies Financial Group In
| 6.4% | $18.358M 444,837 shares@ $41.28 avg price | Increased 0.54% |
CB Chubb Ltd
| 6.18% | $17.71M 54,338 shares@ $325.93 avg price | Increased 0.02% |
BLDR Builders Firstsource Inc
| 5.32% | $15.266M 185,430 shares@ $82.34 avg price | Increased 8.75% |
BN Brookfield Corp
| 4.9% | $14.054M 347,280 shares@ $40.48 avg price | Increased 0.76% |
LEN.B Lennar Corp - B Shs
| 4.88% | $14.001M 166,440 shares@ $84.13 avg price | Increased 10.17% |
KKR Kkr & Co Inc
| 4.62% | $13.256M 143,303 shares@ $92.5 avg price | Increased 18.12% |
1-10 of 24