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Hedge Funds Similar to GoodHaven

13F Portfolio OverlapQ2 2026GoodHaven portfolio →
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Most similar hedge funds by 13F overlap

GoodHaven Capital Management, LLC is an institutional investor managing $318M across 26 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to GoodHaven are Mraz, Amerine & Associates, ROBOTTI ROBERT, Moerus, with shared positions in $JEF, $BN, $MKL, $OXY, $DVN, $LEN. The full ranking of 25 similar funds is below.

#1Mraz, Amerine & Associates, Inc.Active
Notable overlap · 6 shared positions
$JEF$BN$MKL$OXY$DVN$LEN
$697M
199 positions
#2ROBOTTI ROBERTSmart money
Notable overlap · 3 shared positions
$BLDR$ABG$JEF
$620M
61 positions
#3Moerus Capital Management LLCActive
Notable overlap · 4 shared positions
$JEF$BN$BAM$BNT
$224M
14 positions
#4Financial Strategies Group, Inc.Active
Notable overlap · 3 shared positions
$CB$PGR$ABG
$628M
100 positions
#5SCHARF INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$BN$CB$MKL$OXY
$3.0B
79 positions
#6Global Frontier Investments LLCActive
Notable overlap · 3 shared positions
$PGR$KKR$MKL
$581M
30 positions
#7GREENHAVEN ASSOCIATES INCActive
Notable overlap · 3 shared positions
$ARW$LEN$TOL
$8.7B
28 positions
#8Ervin Investment Management, LLCActive
Notable overlap · 5 shared positions
$BN$JEF$MKL$CB$BAM
$184M
47 positions
#9WEDGEWOOD PARTNERS INCActive
Notable overlap · 3 shared positions
$CB$PGR$TOL
$484M
18 positions
#10Asset Management Advisors, LLCActive
Notable overlap · 3 shared positions
$BN$LEN$OXY
$181M
17 positions
#11GQG Partners LLCActive
Notable overlap · 3 shared positions
$CB$PGR$DVN
$53.8B
102 positions
#12Brave Warrior Advisors, LLCActive
Notable overlap · 3 shared positions
$LEN$BLDR$PGR
$4.6B
40 positions
#13INKWELL CAPITAL LLCActive
Notable overlap · 4 shared positions
$PGR$BLDR$MKL$OXY
$96M
31 positions
#14ACR Alpine Capital Research, LLCActive
Notable overlap · 3 shared positions
$LEN$ARW$JEF
$7.0B
38 positions
#15MCDONALD CAPITAL INVESTORS INC/CASmart money
Notable overlap · 3 shared positions
$BN$PGR$BAM
$1.4B
20 positions
#16Davis Asset Management, L.P.Active
Notable overlap · 3 shared positions
$CB$PGR$MKL
$3.9B
85 positions
#17VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.Active
Notable overlap · 4 shared positions
$KKR$MKL$LEN$CB
$13.1B
241 positions
#18Rinkey InvestmentsActive
Notable overlap · 3 shared positions
$PGR$BN$CB
$425M
128 positions
#19DAVIS SELECTED ADVISERSActive
Notable overlap · 3 shared positions
$DVN$MKL$CB
$23.3B
112 positions
#20Buttonwood Financial Advisors Inc.Active
Notable overlap · 3 shared positions
$ARW$MKL$BN
$329M
110 positions
#21FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$BN$PGR$MKL$BAM
$4.8B
92 positions
#22CHECK CAPITAL MANAGEMENT INC/CASmart money
Some overlap · 4 shared positions
$BN$MKL$JEF$BAM
$3.8B
53 positions
#23Salvus Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PGR$BN$ABG$MKL
$178M
125 positions
#24MAGNOLIA GROUP, LLCActive
Some overlap · 3 shared positions
$ABG$LEN$MKL
$476M
16 positions
#25LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Some overlap · 4 shared positions
$CB$ABG$BN$BAM
$361M
59 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.