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) 340

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

Sector Weighting

Basic Materials 14.2%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 7.02%
Energy 15.26%
Financial 22.67%
Healthcare
Services 19.77%
Technology 19.66%
Transportation
Utilities

25 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WPX ENERGY INC COM 50,428 -851 (1.66) 3,777,349
WALTER INVT MGMT CORP COM 44,408 -2,070 (4.45) 2,694,682
BARRICK GOLD CORP COM 26,408 -495 (1.84) 2,255,130
HEWLETT PACKARD CO COM 25,088 -18,757 (42.78) 751,586
STAPLES INC COM 23,881 912 3.97 1,479,160
WHITE MTNS INS GROUP LTD COM 21,520 -2,761 (11.37) 33,521
LEUCADIA NATL CORP COM 21,009 -4,468 (17.54) 853,668
FEDERATED INVS INC PA CL B 17,018 -260 (1.51) 496,740
ALLEGHANY CORP DEL COM 16,559 -514 (3.01) 34,452
SPECTRUM BRANDS HLDGS INC COM 14,627 -4,947 (25.27) 150,515
SEARS HLDGS CORP COM 12,156 -205 (1.66) 279,842
GOOGLE INC CL A 11,486 -302 (2.56) 20,990
GOOGLE INC CL C 11,181 -285 (2.49) 21,005
HRG GROUP INC COM 8,208 -731 (8.18) 638,251
BERKSHIRE HATHAWAY INC DEL CL B NEW 6,623 -2,060 (23.73) 46,111
SYSTEMAX INC COM 5,320 -63 (1.16) 630,327
MARKET VECTORS ETF TR GOLD MINER ETF 5,106 -2,900 (36.23) 265,300
MICROSOFT CORP COM 4,472 -7,391 (62.3) 95,985
VERIZON COMMUNICATIONS INC COM 3,615 -309 (7.87) 73,150
DEUTSCHE BK AG LONDON BRH DB 3X IV JAP GOV 2,586 New 168,337