Good Haven Capital Management, LLC Portfolio Holdings by Sector
Good Haven Capital Management, LLC
- $249 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$64,274
25.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR CB MKL 3 stocks |
$34,710
13.92% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$26,520
10.63% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
JEF 1 stocks |
$23,570
9.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$21,359
8.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
BLDR 1 stocks |
$20,954
8.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
DVN 1 stocks |
$16,716
6.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
KKR 1 stocks |
$14,026
5.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronics & Computer Distribution | Technology
ARW 1 stocks |
$9,208
3.69% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
HESM 1 stocks |
$5,710
2.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
CPT 1 stocks |
$4,778
1.92% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
ABG 1 stocks |
$4,266
1.71% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Mortgage Finance | Financial Services
GHLD 1 stocks |
$2,573
1.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
GIC 1 stocks |
$765
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|