GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 25
New Positions 1
Increased Positions 7
Decreased Positions 10
Positions with Activity 17
Sold Out Positions 0
Total Mkt Value (in $ millions) 462

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

Sector Weighting

Basic Materials 11.42%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 7.05%
Energy 7.69%
Financial 23.49%
Healthcare
Services 12.21%
Technology 37.08%
Transportation
Utilities

17 Activity Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HEWLETT PACKARD CO COM 77,405 -30,639 (28.36) 1,901,854
MICROSOFT CORP COM 41,689 -6,519 (13.52) 870,700
WALTER INVT MGMT CORP COM 37,798 7,176 23.44 2,275,600
STAPLES INC COM 32,592 388 1.21 1,812,660
SPECTRUM BRANDS HLDGS INC COM 29,195 -17,963 (38.09) 299,500
WHITE MTNS INS GROUP LTD COM 27,648 -19 (0.07) 42,925
LEUCADIA NATL CORP COM 24,525 -1,494 (5.74) 1,094,388
ALLEGHANY CORP DEL COM 23,746 -160 (0.67) 51,082
BARRICK GOLD CORP COM 20,597 754 3.80 1,946,830
WPX ENERGY INC COM 18,085 1,020 5.98 1,553,699
BERKSHIRE HATHAWAY INC DEL CL B NEW 16,196 -9,913 (37.97) 107,013
OCWEN FINL CORP COM NEW 13,457 5,173 62.45 939,700
GOOGLE INC CL A 11,665 -8 (0.07) 21,541
GOOGLE INC CL C 11,504 -7 (0.07) 21,541
SEARS HLDGS CORP COM 9,959 39 .39 306,152
MARKET VECTORS ETF TR GOLD MINER ETF 644 644 New 35,300
SPRINT CORP COM SER 1 80 -1,035 (92.84) 18,400


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