GoodHaven Capital Management, LLC

**GoodHaven Capital Management, LLC** manages $309M across a concentrated portfolio of 25 positions. The fund exhibits significant conviction in established value names, anchored by a substantial $61.6M allocation to BRK/B and a $40.0M holding in GOOGL. Notable diversification includes sizable positions in VYLD ($27.4M) and BAC ($23.3M), suggesting a focus on resilient, blue-chip growth and value plays. This structure indicates a disciplined, large-cap tilt with clear overweighting toward defensive and market-leading equities.

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