GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 29
New Positions 1
Increased Positions 13
Decreased Positions 8
Positions with Activity 21
Sold Out Positions 2
Total Mkt Value (in $ millions) 542

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

Sector Weighting

Basic Materials 13.6%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 3.2%
Energy 10.25%
Financial 20.66%
Healthcare
Services 12.63%
Technology 35.91%
Transportation 0.7%
Utilities

21 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WALTER INVT MGMT CORP COM 47,449 17,368 57.74 1,756,059
SPECTRUM BRANDS HLDGS INC COM 38,683 -18,209 (32.01) 450,327
BARRICK GOLD CORP COM 33,363 1,871 5.94 1,794,690
LEUCADIA NATL CORP COM 29,680 -782 (2.57) 1,162,535
WPX ENERGY INC COM 27,305 6,440 30.86 1,226,649
WHITE MTNS INS GROUP LTD COM 26,242 3,663 16.22 42,950
ALLEGHANY CORP DEL COM 22,494 2,993 15.35 51,477
BERKSHIRE HATHAWAY INC DEL CL B NEW 22,204 -34 (0.15) 172,863
OCWEN FINL CORP COM NEW 19,940 19,940 New 554,800
STAPLES INC COM 17,357 4,324 33.18 1,587,980
EXCO RESOURCES INC COM 13,306 5,125 62.64 2,445,962
GOOGLE INC CL A 12,526 -641 (4.87) 21,595
GOOGLE INC CL C 12,333 -631 (4.87) 21,595
SEARS HLDGS CORP COM 11,708 466 4.15 305,292
GOLDCORP INC NEW COM 10,664 354 3.43 381,400
SEACOR HOLDINGS INC COM 3,790 -1,920 (33.62) 48,100
LANDS END INC NEW COM 3,124 124 4.15 91,832
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 2,754 308 12.61 168,337
DEUTSCHE BK AG LONDON BRH INV JAP GOV BD 2,287 354 18.34 122,624
BLACKBERRY LTD COM -3,426 Sold Out 0