Larry Pitkowsky's portfolio
Concentrated deep value; seeks business transformation and turnarounds.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
None this quarter.
Added to
- Berkshire Hathaway Inc-Cl BBRK/B$62M
- ProgressivePGR$13M
- Asbury AutomotiveABG$11M
- MarkelMKL$6M
Trimmed
- Lennar Corp - B ShsLEN/B$15M
- Hess Midstream Partners LPHESM$5M
- Occidental Petroleum-Cw27OXY/WS$4M
Sold out
None this quarter.
Holdings
24 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Berkshire Hathaway Inc-Cl BBRK/B | 19.56% | $62M | 124,172 | Added |
| Alphabet | 14.16% | $45M | 127,340 | Held |
| Bank of AmericaBAC | 7.59% | $24M | 423,479 | Held |
| Jefferies Financial Group In | 7.01% | $22M | 445,942 | Held |
| Builders Firstsource | 6.44% | $20M | 228,760 | Held |
| Devon Energy Corp New | 5.89% | $19M | 452,959 | Held |
| Chubb Limited | 5.83% | $19M | 54,338 | Held |
| Arrow ElectronicsARW | 4.69% | $15M | 69,866 | Held |
| Brookfield | 4.66% | $15M | 347,280 | Held |
| Lennar Corp - B ShsLEN/B | 4.63% | $15M | 165,990 | Trimmed |
| ProgressivePGR | 4.24% | $13M | 61,671 | Added |
| Kkr & Co | 4.13% | $13M | 143,103 | Held |
| Asbury AutomotiveABG | 3.57% | $11M | 56,450 | Added |
| MarkelMKL | 1.93% | $6M | 3,142 | Added |
| Hess Midstream Partners LPHESM | 1.58% | $5M | 133,735 | Trimmed |
| Occidental Petroleum-Cw27OXY/WS | 1.27% | $4M | 151,697 | Trimmed |
| Toll BrothersTOL | 0.88% | $3M | 16,969 | Held |
| Jpmorgan Chase & | 0.82% | $3M | 8,000 | Held |
| Camden Property TrustCPT | 0.32% | $1M | 8,775 | Held |
| Global Industrial | 0.31% | $988,743 | 29,550 | Held |
| Loar | 0.25% | $806,100 | 10,000 | Held |
| Alphabet | 0.13% | $409,546 | 1,146 | Held |
| Brookfield Asset ManagementBAM | 0.08% | $254,434 | 5,673 | Held |
| Brookfield Wealth Sol | 0.00% | $8,703 | 204 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Larry Pitkowsky own?
In the Q2 2026 13F, GoodHaven Capital Management reported 24 US stock positions worth $318M. The largest: Berkshire Hathaway Inc-Cl B (BRK/B) 19.6%, Alphabet 14.2%, Bank of America (BAC) 7.6%, Jefferies Financial Group In 7.0%, Builders Firstsource 6.4%.
What did Larry Pitkowsky buy last quarter?
In Q2 2026: added to Berkshire Hathaway Inc-Cl B (BRK/B); added to Progressive (PGR); added to Asbury Automotive (ABG).
When is Larry Pitkowsky's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.