GOODHAVEN CAPITAL MANAGEMENT, LLC Information

4940 SW 83RD STREET, MIAMI, Florida, 33143, (305) 677-7650

Report Date: 03/31/2014

Position Statistics

Total Positions 29
New Positions 1
Increased Positions 13
Decreased Positions 8
Positions with Activity 21
Sold Out Positions 2
Total Mkt Value (in $ millions) 545

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 13.48%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 3.19%
Energy 9.72%
Financial 20.2%
Healthcare
Services 12.99%
Technology 36.81%
Transportation 0.68%
Utilities

29 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HEWLETT PACKARD CO COM 94,568 New 2,656,396
WALTER INVT MGMT CORP COM 50,803 18,596 57.74 1,756,059
MICROSOFT CORP COM 43,445 New 988,060
SPECTRUM BRANDS HLDGS INC COM 37,089 -17,459 (32.01) 450,327
BARRICK GOLD CORP COM 33,543 1,881 5.94 1,794,690
LEUCADIA NATL CORP COM 29,122 -768 (2.57) 1,162,535
WHITE MTNS INS GROUP LTD COM 26,375 3,681 16.22 42,950
WPX ENERGY INC COM 26,189 6,177 30.86 1,226,649
BERKSHIRE HATHAWAY INC DEL CL B NEW 22,190 -34 (0.15) 172,863
ALLEGHANY CORP DEL COM 21,865 2,910 15.35 51,477
OCWEN FINL CORP COM NEW 19,640 19,640 New 554,800
STAPLES INC COM 17,373 4,328 33.18 1,587,980
DEVON ENERGY CORP NEW COM 14,883 New 191,250
FEDERATED INVS INC PA CL B 14,731 New 509,730
GOOGLE INC CL A 12,936 -662 (4.87) 21,595
GOOGLE INC CL C 12,754 -653 (4.87) 21,595
EXCO RESOURCES INC COM 11,936 4,597 62.64 2,445,962
SEARS HLDGS CORP COM 11,717 466 4.15 305,292
GOLDCORP INC NEW COM 10,847 360 3.43 381,400
SYSTEMAX INC COM 8,331 New 641,352