Good Haven Capital Management, LLC Portfolio Holdings by Sector
Good Haven Capital Management, LLC
- $231 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$51,305
22.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$31,981
13.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
JEF GS 2 stocks |
$30,977
13.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
BLDR 1 stocks |
$23,817
10.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$20,324
8.78% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR MKL CB 3 stocks |
$20,289
8.76% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
DVN 1 stocks |
$15,666
6.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
KKR 1 stocks |
$13,182
5.69% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
HESM 1 stocks |
$5,178
2.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronics & Computer Distribution | Technology
ARW 1 stocks |
$4,832
2.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
CPT 1 stocks |
$4,343
1.88% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
ASO 1 stocks |
$4,316
1.86% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
GIC 1 stocks |
$2,753
1.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Mortgage Finance | Financial Services
GHLD 1 stocks |
$2,522
1.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|