0001398344-24-002671.txt : 20240213 0001398344-24-002671.hdr.sgml : 20240213 20240213101138 ACCESSION NUMBER: 0001398344-24-002671 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GoodHaven Capital Management, LLC CENTRAL INDEX KEY: 0001542300 ORGANIZATION NAME: IRS NUMBER: 273799971 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14869 FILM NUMBER: 24623151 BUSINESS ADDRESS: STREET 1: 374 MILLBURN AVENUE, SUITE 306 CITY: MILLBURN STATE: NJ ZIP: 07041 BUSINESS PHONE: 305-677-7650 MAIL ADDRESS: STREET 1: 374 MILLBURN AVENUE, SUITE 306 CITY: MILLBURN STATE: NJ ZIP: 07041 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001542300 XXXXXXXX 12-31-2023 12-31-2023 false GoodHaven Capital Management, LLC

374 MILLBURN AVENUE, SUITE 306 MILLBURN NJ 07041

13F HOLDINGS REPORT 028-14869 000156032 801-72093 N Bernadette Murphy 305-677-7650 /s/ Bernadette Murphy Millburn NJ 02-09-2024 0 26 230554667 INFORMATION TABLE 2 fp0087151-1_13fhr-table.xml ACADEMY SPORTS & OUTDOORS IN COM 00402l107 4623300 70050 SH SOLE 57250 0 12800 ALPHABET INC CAP STK CL A 02079k305 160085 1146 SH SOLE 0 0 1146 ALPHABET INC CAP STK CL C 02079k107 24385133 173030 SH SOLE 114230 0 58800 ARHAUS INC COM CL A 04035m102 2483523 209580 SH SOLE 157550 0 52030 BANK AMERICA CORP COM 060505104 15820893 469881 SH SOLE 369466 0 100415 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 39808249 111614 SH SOLE 75986 0 35628 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105 631874 15730 SH SOLE 10012 0 5718 BROOKFIELD CORP CL A LTD VT SH 11271j107 8812278 219648 SH SOLE 173467 0 46181 BROOKFIELD REINS LTD CL A EXCH LT VTG g16250105 16592 411 SH SOLE 269 0 142 BUILDERS FIRSTSOURCE INC COM 12008r107 28511683 170790 SH SOLE 108400 0 62390 CHUBB LIMITED COM h1467j104 802300 3550 SH SOLE 180 0 3370 DEVON ENERGY CORP NEW COM 25179m103 13132787 289907 SH SOLE 206190 0 83717 GLOBAL INDUSTRIAL COMPANY COM 37892e102 3415046 87926 SH SOLE 49985 0 37941 GOLDMAN SACHS GROUP INC COM 38141g104 7390967 19159 SH SOLE 14006 0 5153 GUILD HLDGS CO CL A 40172n107 2454633 174211 SH SOLE 102455 0 71756 HESS MIDSTREAM LP CL A SHS 428103105 4499462 142253 SH SOLE 83067 0 59186 JEFFERIES FINL GROUP INC COM 47233w109 18166639 449558 SH SOLE 267866 0 181692 JPMORGAN CHASE & CO COM 46625h100 1360800 8000 SH SOLE 8000 0 0 KKR & CO INC COM 48251w104 10378205 125265 SH SOLE 80650 0 44615 LENNAR CORP CL B 526057302 13794549 102906 SH SOLE 66436 0 36470 MARKEL GROUP INC COM 570535104 4158887 2929 SH SOLE 310 0 2619 PEAPACK-GLADSTONE FINL CORP COM 704699107 2186730 73331 SH SOLE 73331 0 0 PROGRESSIVE CORP COM 743315103 9561578 60030 SH SOLE 37625 0 22405 VITESSE ENERGY INC COMMON STOCK 92852x103 6716749 306841 SH SOLE 222912 0 83929 CAMDEN PPTY TR SH BEN INT 133131102 3992451 40210 SH SOLE 30255 0 9955 OCCIDENTAL PETE CORP *W EXP 08/03/2027 674599162 3289274 84492 SH SOLE 84492 0 0