GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 25
New Positions 0
Increased Positions 1
Decreased Positions 22
Positions with Activity 23
Sold Out Positions 0
Total Mkt Value (in $ millions) 339

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

Sector Weighting

Basic Materials 13.45%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.79%
Energy 13.12%
Financial 22.75%
Healthcare
Services 23.12%
Technology 19.34%
Transportation
Utilities

25 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WALTER INVT MGMT CORP COM 61,304 -2,858 (4.45) 2,694,682
WPX ENERGY INC COM 43,628 -736 (1.66) 3,777,349
BARRICK GOLD CORP COM 23,837 -447 (1.84) 2,255,130
HEWLETT PACKARD CO COM 23,066 -17,245 (42.78) 751,586
STAPLES INC COM 23,001 879 3.97 1,479,160
WHITE MTNS INS GROUP LTD COM 22,481 -2,884 (11.37) 33,521
LEUCADIA NATL CORP COM 20,940 -4,454 (17.54) 853,668
ALLEGHANY CORP DEL COM 16,680 -518 (3.01) 34,452
FEDERATED INVS INC PA CL B 16,497 -252 (1.51) 496,740
SPECTRUM BRANDS HLDGS INC COM 15,709 -5,313 (25.27) 150,515
GOOGLE INC CL A 11,489 -302 (2.56) 20,990
GOOGLE INC CL C 10,994 -281 (2.49) 21,005
HRG GROUP INC COM 8,374 -746 (8.18) 638,251
SEARS HLDGS CORP COM 7,144 -121 (1.66) 279,842
BERKSHIRE HATHAWAY INC DEL CL B NEW 6,335 -1,971 (23.73) 46,111
SYSTEMAX INC COM 5,301 -62 (1.16) 630,327
MARKET VECTORS ETF TR GOLD MINER ETF 4,677 -2,657 (36.23) 265,300
MICROSOFT CORP COM 4,262 -7,044 (62.3) 95,985
VERIZON COMMUNICATIONS INC COM 3,453 -295 (7.87) 73,150
DEUTSCHE BK AG LONDON BRH DB 3X IV JAP GOV 2,601 New 168,337