Letters by company

Vitesse Energy, Inc.

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

GoodHaven Capital Management 2026 Semi-Annual Letter to Shareholders GoodHaven added to Builders FirstSource, Lennar and Asbury Automotive, arguing that housing supply constraints, dealership consolidation and resilient service businesses support longer-term value. It exited Vitesse Energy over management’s strategic and capital-allocation inconsistencies while retaining conviction in Berkshire Hathaway, Arrow Electronics, Alphabet and TerraVest. 2026 Semi-Annual ABG $2.9BARW $12BBLDR $5.6B