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) 452

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

Sector Weighting

Basic Materials 13.36%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.76%
Energy 7.66%
Financial 22.25%
Healthcare
Services 12.21%
Technology 36.7%
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 73,868 -29,239 (28.36) 1,901,854
MICROSOFT CORP COM 40,932 -6,400 (13.52) 870,700
WALTER INVT MGMT CORP COM 35,181 6,679 23.44 2,275,600
STAPLES INC COM 30,580 364 1.21 1,812,660
WHITE MTNS INS GROUP LTD COM 28,137 -20 (0.07) 42,925
SPECTRUM BRANDS HLDGS INC COM 28,075 -17,274 (38.09) 299,500
LEUCADIA NATL CORP COM 25,740 -1,568 (5.74) 1,094,388
BARRICK GOLD CORP COM 24,705 904 3.80 1,946,830
ALLEGHANY CORP DEL COM 23,391 -158 (0.67) 51,082
WPX ENERGY INC COM 17,650 996 5.98 1,553,699
BERKSHIRE HATHAWAY INC DEL CL B NEW 16,020 -9,805 (37.97) 107,013
GOOGLE INC CL A 11,561 -8 (0.07) 21,541
GOOGLE INC CL C 11,529 -7 (0.07) 21,541
SEARS HLDGS CORP COM 10,767 42 .39 306,152
OCWEN FINL CORP COM NEW 6,493 2,496 62.45 939,700
MARKET VECTORS ETF TR GOLD MINER ETF 782 782 New 35,300
SPRINT CORP COM SER 1 80 -1,042 (92.84) 18,400


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