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GoodHaven Capital Management’s Brookfield BN Stock Holding History

GoodHaven Capital Management’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.1M Buy
347,280
+2,596
+0.8% +$115K 4.9% 8
2025
Q4 		$15.8M Buy
344,684
+5,874
+2% +$268K 5.12% 8
2025
Q3 		$15.5M Hold
338,810
– – 4.99% 9
2025
Q2 		$14M Buy
338,810
+10,125
+3% +$375K 4.85% 10
2025
Q1 		$11.5M Sell
328,685
-1,477
-0.4% -$55.8K 3.89% 12
2024
Q4 		$12.6M Hold
330,162
– – 4.08% 11
2024
Q3 		$11.7M Hold
330,162
– – 3.88% 11
2024
Q2 		$9.14M Buy
330,162
+690
+0.2% +$19.2K 3.36% 11
2024
Q1 		$9.2M Hold
329,472
– – 3.46% 11
2023
Q4 		$8.81M Buy
329,472
+71,319
+28% +$1.62M 3.82% 10
2023
Q3 		$5.38M Buy
258,153
+147,943
+134% +$3.33M 2.82% 12
2023
Q2 		$2.47M Sell
110,210
-276
-0.2% -$5.85K 1.48% 15
2023
Q1 		$2.4M Sell
110,486
-52
-0% -$1.17K 1.54% 18
2022
Q4 		$2.32M Sell
110,538
-7,179
-6% -$161K 1.56% 18
2022
Q3 		$2.59M Sell
117,717
-111
-0.1% -$2.87K 1.88% 17
2022
Q2 		$2.82M Hold
117,828
– – 2.08% 16
2022
Q1 		$3.59M Hold
117,828
– – 2.14% 15
2021
Q4 		$3.83M Hold
117,828
– – 2.24% 17
2021
Q3 		$3.4M Buy
117,828
+186
+0.2% +$5.43K 2.21% 17
2021
Q2 		$3.23M Sell
117,642
-824
-0.7% -$21.1K 2.15% 15
2021
Q1 		$2.82M Sell
118,466
-2
-0% -$45 2.11% 15
2020
Q4 		$2.62M Sell
118,468
-7,690
-6% -$154K 2.18% 15
2020
Q3 		$2.23M Buy
126,158
+21,113
+20% +$377K 2.04% 15
2020
Q2 		$1.85M Sell
105,045
-21
-0% -$369 1.92% 16
2020
Q1 		$1.66M Sell
105,066
-3,503
-3% -$72.1K 1.82% 20
2019
Q4 		$2.24M Buy
108,569
+40,485
+59% +$807K 1.78% 18
2019
Q3 		$1.29M Buy
+68,084
New +$1.23M 1.01% 20

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

GoodHaven Capital Management's BN Position: Q1 2026 in Review

GoodHaven Capital Management increased its Brookfield (BN) stake by 0.75% in Q1 2026, buying an estimated $115K and bringing the position to 347,280 shares worth $14.1M. The position accounts for 4.9% of the portfolio, ranked #8.

GoodHaven Capital Management first reported a position in BN in Q3 2019 and has held it in 27 quarters since. The position peaked at $15.8M in Q4 2025. 914 funds tracked by Wall St. Rank hold BN as of Q1 2026.

  • GoodHaven Capital Management held 347,280 shares of Brookfield worth $14.1M as of Q1 2026.
  • GoodHaven Capital Management bought 2,596 Brookfield shares in Q1 2026, an estimated $115K.
  • Brookfield made up 4.9% of GoodHaven Capital Management's portfolio in Q1 2026, its #8 holding.
  • GoodHaven Capital Management first reported a position in Brookfield in Q3 2019 and has held it in 27 quarters since.
  • GoodHaven Capital Management's Brookfield position peaked at $15.8M in Q4 2025.
  • 914 funds tracked by Wall St. Rank held Brookfield as of Q1 2026.

Based on GoodHaven Capital Management's 13F filing for Q1 2026, filed 12 May 2026.