GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 27
New Positions 0
Increased Positions 11
Decreased Positions 13
Positions with Activity 24
Sold Out Positions 3
Total Mkt Value (in $ millions) 561

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

Sector Weighting

Basic Materials 13.29%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 3.72%
Energy 11.56%
Financial 20.17%
Healthcare
Services 12.15%
Technology 37.96%
Transportation 0%
Utilities

27 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HEWLETT PACKARD CO COM 100,851 -66 (0.07) 2,654,663
WALTER INVT MGMT CORP COM 47,914 2,274 4.98 1,843,550
MICROSOFT CORP COM 45,187 843 1.90 1,006,850
SPECTRUM BRANDS HLDGS INC COM 42,089 2,910 7.43 483,777
WPX ENERGY INC COM 38,982 6,366 19.52 1,466,049
BARRICK GOLD CORP COM 34,173 1,474 4.51 1,875,580
LEUCADIA NATL CORP COM 28,736 -37 (0.13) 1,161,058
WHITE MTNS INS GROUP LTD COM 27,148 3 .01 42,955
BERKSHIRE HATHAWAY INC DEL CL B NEW 23,481 -48 (0.2) 172,513
ALLEGHANY CORP DEL COM 22,031 -21 (0.1) 51,427
STAPLES INC COM 20,884 2,368 12.79 1,791,060
OCWEN FINL CORP COM NEW 15,902 650 4.26 578,450
FEDERATED INVS INC PA CL B 15,563 -24 (0.16) 508,930
DEVON ENERGY CORP NEW COM 14,273 New 191,250
GOOGLE INC CL A 12,509 -23 (0.19) 21,555
GOOGLE INC CL C 12,269 -23 (0.19) 21,555
GOLDCORP INC NEW COM 11,619 1,027 9.70 418,400
EXCO RESOURCES INC COM 11,566 21 .18 2,450,412
SEARS HLDGS CORP COM 10,814 -12 (0.11) 304,962
SYSTEMAX INC COM 9,415 -13 (0.14) 640,452