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Holdings (Monthly) Guide ↗

GoodHaven Fund

· GoodHaven Funds Trust
Monthly Holdings $256M AUM 5 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 3 New 5 Added 2 Reduced 3 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Builders FirstSource Inc BLDR Aug 2022 148,400 +49,000 $11.3M +9.2% 4.42% EC
2 Lennar Corp LEN/B Aug 2022 111,762 +8,000 $9.8M -11.1% 3.85% EC
3 KKR & Co Inc KKR Aug 2022 90,000 +5,000 $8.6M +15.9% 3.37% EC
4 Progressive Corp/The PGR Aug 2022 38,000 +3,000 $7.2M -3.2% 2.83% EC
5 Asbury Automotive Group Inc ABG Feb 2026 35,906 +10,903 $6.7M +26.1% 2.63% EC