GoodHaven Capital Management’s Devon Energy DVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.9M	Sell	454,459 -212	-0%	-$9.09K	7.99%	3
2025 Q4	$16.7M	Buy	454,671 +7,700	+2%	+$269K	5.39%	7
2025 Q3	$15.7M	Hold	446,971	–	–	5.05%	8
2025 Q2	$14.2M	Hold	446,971	–	–	4.94%	9
2025 Q1	$16.7M	Sell	446,971 -5,386	-1%	-$191K	5.66%	6
2024 Q4	$14.8M	Buy	452,357 +59,700	+15%	+$2.25M	4.78%	7
2024 Q3	$15.4M	Buy	392,657 +62,150	+19%	+$2.74M	5.09%	8
2024 Q2	$15.7M	Buy	330,507 +40,600	+14%	+$2.02M	5.75%	6
2024 Q1	$14.5M	Hold	289,907	–	–	5.47%	7
2023 Q4	$13.1M	Sell	289,907 -1,483	-0.5%	-$67.9K	5.7%	7
2023 Q3	$13.9M	Buy	291,390 +125,850	+76%	+$6.34M	7.29%	5
2023 Q2	$8M	Buy	165,540 +6,946	+4%	+$349K	4.8%	7
2023 Q1	$8.03M	Buy	158,594 +14,000	+10%	+$797K	5.17%	7
2022 Q4	$8.89M	Buy	144,594 +400	+0.3%	+$27.3K	5.98%	5
2022 Q3	$8.67M	Buy	144,194 +18,782	+15%	+$1.17M	6.27%	6
2022 Q2	$6.91M	Buy	125,412 +11,750	+10%	+$767K	5.09%	7
2022 Q1	$6.72M	Sell	113,662 -20,100	-15%	-$1.09M	4.02%	8
2021 Q4	$5.89M	Sell	133,762 -78,950	-37%	-$3.28M	3.44%	10
2021 Q3	$7.55M	Sell	212,712 -74,600	-26%	-$2.12M	4.92%	6
2021 Q2	$8.39M	Hold	287,312	–	–	5.58%	5
2021 Q1	$6.28M	Buy	+287,312	New	+$5.91M	4.7%	8
2014 Q4	–	Sell	-191,250	Closed	-$13M	–	27
2014 Q3	$13M	Hold	191,250	–	–	2.67%	15
2014 Q2	$15.2M	Hold	191,250	–	–	2.72%	15
2014 Q1	$12.8M	Hold	191,250	–	–	2.4%	17
2013 Q4	$11.8M	Buy	191,250 +9,450	+5%	+$579K	2.43%	15
2013 Q3	$10.5M	Buy	+181,800	New	+$10.4M	2.49%	15