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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.
GoodHaven disclosed both as first-half additions. The fund provided no position sizes, entry prices, or stated rationale for either purchase.
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