Refining the Recipe

06/30/2025

GoodHaven Capital Management’s Larry Pitkowsky and Artie Kwok explain how they turned around a period of poor performance, why there’s “magic” in finding businesses that are getting better, how their mindset around selling has changed, and why they currently see overlooked value in Vitesse Energy, Lennar, KKR & Co. and TerraVest Industries.

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