Updated Jul 27, 2026
/GoodHaven Fund adds Builders FirstSource and Lennar, exits Vistra in first-half portfolio shift/U.S. to launch global 6G technology partnership/KB Kookmin Bank to launch blockchain cross-border payments on JPMorgan's Kinexys next month/Coyote vs. Acme final trailer surfaces at Comic-Con with Tweety Bird under interrogation/Federal investigation opened into Mark Walter's financial empire following whistleblower report/Andy Burnham calls for significant cuts to UK welfare spending/GoodHaven Fund adds Builders FirstSource and Lennar, exits Vistra in first-half portfolio shift/U.S. to launch global 6G technology partnership/KB Kookmin Bank to launch blockchain cross-border payments on JPMorgan's Kinexys next month/Coyote vs. Acme final trailer surfaces at Comic-Con with Tweety Bird under interrogation/Federal investigation opened into Mark Walter's financial empire following whistleblower report/Andy Burnham calls for significant cuts to UK welfare spending
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GoodHaven Fund adds Builders FirstSource and Lennar, exits Vistra in first-half portfolio shift

NEW YORK, July 27. GoodHaven Fund entered new positions in Builders FirstSource (BLDR) and Lennar (LEN) and closed its stake in Vistra (VST) during the first half of the year, the fund disclosed. The changes moved the portfolio toward residential construction exposure and away from the power sector.

By Priya Nair2 min read
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NEW YORK, July 27. GoodHaven Fund entered new positions in Builders FirstSource (BLDR) and Lennar (LEN) and closed its stake in Vistra (VST) during the first half of the year, the fund disclosed. The changes moved the portfolio toward residential construction exposure and away from the power sector.

New stakes in homebuilding and building materials

Builders FirstSource manufactures and supplies structural components and building materials to professional homebuilders. Lennar is one of the largest U.S. homebuilders by volume. GoodHaven disclosed both as first-half additions. The fund provided no position sizes, entry prices, or stated rationale for either purchase.

Exit from Vistra

Vistra, an integrated power company, was removed fully from GoodHaven's holdings during the same six-month period. No exit price or explanation accompanied the disclosure.

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Key takeaways

Frequently asked

Which stocks did GoodHaven Fund add in the first half of the year?

GoodHaven added new positions in Builders FirstSource (BLDR) and Lennar (LEN).

What position did GoodHaven Fund exit?

GoodHaven fully closed its stake in Vistra (VST), an integrated power company, during the same six-month period.

Did GoodHaven explain why it made these changes?

No, the fund provided no position sizes, entry or exit prices, or stated rationale for the purchases or the sale.

What was the overall direction of the portfolio shift?

The changes moved the portfolio toward residential construction exposure and away from the power sector.