GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 27
New Positions 2
Increased Positions 7
Decreased Positions 15
Positions with Activity 22
Sold Out Positions 2
Total Mkt Value (in $ millions) 392

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

Sector Weighting

Basic Materials 13.65%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.02%
Energy 12.07%
Financial 24.35%
Healthcare
Services 17.23%
Technology 25.45%
Transportation
Utilities

22 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HEWLETT PACKARD CO COM 44,909 -20,116 (30.94) 1,313,506
WALTER INVT MGMT CORP COM 43,912 8,481 23.94 2,820,306
WPX ENERGY INC COM 42,674 25,413 147.22 3,841,081
BARRICK GOLD CORP COM 27,914 4,260 18.01 2,297,430
WHITE MTNS INS GROUP LTD COM 25,170 -3,397 (11.89) 37,821
LEUCADIA NATL CORP COM 24,628 -1,407 (5.41) 1,035,238
STAPLES INC COM 23,602 -6,470 (21.52) 1,422,660
SPECTRUM BRANDS HLDGS INC COM 19,123 -9,312 (32.75) 201,420
FEDERATED INVS INC PA CL B 17,011 -155 (0.9) 504,330
ALLEGHANY CORP DEL COM 16,567 -7,257 (30.46) 35,522
OCWEN FINL CORP COM NEW 11,067 2,562 30.13 1,222,830
SEARS HLDGS CORP COM 11,058 -839 (7.05) 284,562
MICROSOFT CORP COM 10,963 -26,525 (70.76) 254,625
BERKSHIRE HATHAWAY INC DEL CL B NEW 8,761 -6,747 (43.51) 60,456
MARKET VECTORS ETF TR GOLD MINER ETF 8,337 7,629 1,078.47 416,000
SYSTEMAX INC COM 6,990 -30 (0.42) 637,752
EXCO RESOURCES INC COM 4,674 -251 (5.1) 2,325,412
VERIZON COMMUNICATIONS INC COM 3,896 3,896 New 79,400
SEARS HLDGS CORP WT EXP 121519 1,717 1,717 New 71,555
GOLDCORP INC NEW COM 1,005 -7,576 (88.29) 49,000