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) 346

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

Sector Weighting

Basic Materials 14.51%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.91%
Energy 15%
Financial 22.61%
Healthcare
Services 20.24%
Technology 19.33%
Transportation
Utilities

23 Activity 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 50,314 -849 (1.66) 3,777,349
WALTER INVT MGMT CORP COM 47,373 -2,208 (4.45) 2,694,682
BARRICK GOLD CORP COM 28,031 -526 (1.84) 2,255,130
HEWLETT PACKARD CO COM 24,855 -18,583 (42.78) 751,586
STAPLES INC COM 23,888 912 3.97 1,479,160
WHITE MTNS INS GROUP LTD COM 21,789 -2,795 (11.37) 33,521
LEUCADIA NATL CORP COM 21,197 -4,508 (17.54) 853,668
ALLEGHANY CORP DEL COM 17,144 -532 (3.01) 34,452
FEDERATED INVS INC PA CL B 17,058 -261 (1.51) 496,740
SPECTRUM BRANDS HLDGS INC COM 14,439 -4,883 (25.27) 150,515
GOOGLE INC CL A 11,597 -304 (2.56) 20,990
SEARS HLDGS CORP COM 11,476 -194 (1.66) 279,842
GOOGLE INC CL C 11,327 -289 (2.49) 21,005
HRG GROUP INC COM 8,093 -721 (8.18) 638,251
BERKSHIRE HATHAWAY INC DEL CL B NEW 6,729 -2,094 (23.73) 46,111
SYSTEMAX INC COM 5,805 -68 (1.16) 630,327
MARKET VECTORS ETF TR GOLD MINER ETF 5,327 -3,026 (36.23) 265,300
MICROSOFT CORP COM 4,567 -7,548 (62.3) 95,985
VERIZON COMMUNICATIONS INC COM 3,635 -311 (7.87) 73,150
OCWEN FINL CORP COM NEW 1,998 -10,218 (83.64) 200,000