Letters by company

Guild Holdings Co

1 letter discussing GHLD. Everything written about it on this site is on its ticker page.

GoodHaven Capital Management 2025 Semi-Annual Letter to Shareholders GoodHaven Fund argues that tariff uncertainty and conflict-driven volatility could create bargains, while its modestly leveraged holdings trade below broader-market valuations. It added Arrow Electronics, Chubb, Lennar, Asbury Automotive and Toll Brothers, exited Academy Sports and several smaller positions, and retained TerraVest, Builders FirstSource, Jefferies, Berkshire Hathaway and Exor on long-term value cases. 2025 Semi-Annual BLDR $5.6BBRK.A $1.1TJEF $10B