Larry Pitkowsky

[GoodHaven Capital Management @GoodHavenCap]

Where are opportunities emerging in today's market? @larrypitkowsky recently joined Carol Massar and Tim Stenovec on Bloomberg Radio's Drive to the Close to discuss the current market environment and GoodHaven's perspectives on holdings including Arrow Electronics, Alphabet, and Devon Energy.

▶ Watch the interview here: https://t.co/eRSqnJ6Jz1

Click https://t.co/JqJCPpsmri for a Statutory Prospectus.

Holdings are subject to change and are not a recommendation to buy or sell. Click https://t.co/hU2duqvsuu for the top 10 holdings.

Mutual fund investing involves risk. Principal loss is possible.

Quasar Distributors, LLC, distributor.

© 2026 Bloomberg L.P. All rights reserved. Used with permission.

[GoodHaven Capital Management @GoodHavenCap]

We first shared our thoughts on Lennar Corporation (and the broader housing industry) in February, and our conviction remains the same today. We believe Lennar has built a stronger, more capital-efficient business with the potential to generate attractive long-term returns on capital. Watch Larry Pitkowsky explain why we continue to find the company compelling:
▶ https://t.co/aMboQdCFlx

Views are as of the date of publication, subject to change, and do not constitute investment advice. References to specific securities are for illustrative purposes only and do not constitute investment recommendations or offers to buy or sell any security.

[GoodHaven Capital Management @GoodHavenCap]

Andrew Bary recently wrote a thoughtful piece in Barron’s highlighting the housing sector and Lennar Corporation. As long-time investors in the company, we appreciated the opportunity to contribute perspective to the article.

Read here:
https://t.co/VLcpyhQhhz
Views are as of the date of publication, subject to change, and do not constitute investment advice.

[GoodHaven Capital Management @GoodHavenCap]

Investing in companies that we believe are well positioned to navigate periods of market volatility and create long-term value has been a core element of GoodHaven’s investment approach. Given the current market environment, we believe @larrypitkowsky's recent interview discussing our long-standing investment in Brookfield Corporation is particularly timely.

▶ Watch here: https://t.co/TF5vc7earx

Click https://t.co/rMQbvUXqGb for a Summary Prospectus.

Mutual fund investing involves risk. Principal loss is possible.

Quasar Distributors, LLC, distributor.

[GoodHaven Capital Management @GoodHavenCap]

Watch @larrypitkowsky discuss Brookfield Corporation with @AlgyHall on Citywire’s Elite Equity Edge Show, sharing why we believe the company is well positioned for continued long-term growth in today’s complex global environment.

▶ Watch here: https://t.co/ubrjTRnuyo

Click https://t.co/rMQbvUXqGb for a Summary Prospectus.

Mutual fund investing involves risk. Principal loss is possible.
Quasar Distributors, LLC, distributor.

[GoodHaven Capital Management @GoodHavenCap]

Watch @larrypitkowsky discuss Lennar Corporation with @AlgyHall on Citywire’s Elite Equity Edge Show, including why we think Lennar’s evolution positions them well for the future - and may still be underappreciated by investors.

▶ Watch here: https://t.co/ubrjTRnuyo

Click https://t.co/rMQbvUXqGb for a Summary Prospectus.

Mutual fund investing involves risk. Principal loss is possible.
Quasar Distributors, LLC, distributor.

[GoodHaven Capital Management @GoodHavenCap]

TerraVest Industries stands out for its disciplined approach to capital allocation—one of the key themes @larrypitkowsky discusses with @AlgyHall on @Citywire Elite Equity Edge Show.

▶ Watch here: https://t.co/ubrjTRnuyo

Click https://t.co/rMQbvUXqGb for a Summary Prospectus.
Mutual fund investing involves risk. Principal loss is possible.
Quasar Distributors, LLC, distributor.

[GoodHaven Capital Management @GoodHavenCap]

@larrypitkowsky recently joined @carolmassar and @timsteno on Bloomberg Radio’s Drive to the Close to share his perspective on the housing market and why he thinks Lennar Corporation is well positioned for the long term. He also offers thoughts on Berkshire Hathaway’s succession plans. Watch here: https://t.co/egslM9Jswk

© 2025 Bloomberg L.P. All rights reserved. Used with permission.

Mutual fund investing involves risk. Principal loss is possible.
Quasar Distributors, LLC, distributor.

[Larry Pitkowsky @larrypitkowsky]

The ultimate question! 160!

[Rich Handler @HandlerRich]

What exit?