Good Haven Capital Management, LLC Portfolio Holdings

Good Haven Capital Management, LLC

  • $264 Million
  • Q4 2024

Good Haven Capital Management, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $264 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $57.2M, Jefferies Financial Group Inc. with a value of $35.2M, Alphabet Inc. with a value of $33M, Builders First Source, Inc. with a value of $24.7M, and Bank Of America Corp with a value of $20.7M.

Examining the 13F form we can see an increase of $10.3M in the current position value, from $254M to 264M.

Good Haven Capital Management, LLC is based out at Millburn, NJ

Below you can find more details about Good Haven Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $264 Million
Financial Services: $165 Million
Communication Services: $33.2 Million
Industrials: $26.8 Million
Energy: $20.1 Million
Consumer Cyclical: $7.88 Million
Technology: $6.26 Million
Real Estate: $4.62 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.79B
$5.26 Million 1.99% of portfolio
142,113
Q4 2024 Reduced -0.0%
$910M
$2.18 Million 0.82% of portfolio
87,806
Q2 2024 Reduced 0.14%

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $264 Million
  • Prior Value $254 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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