GOODHAVEN CAPITAL MANAGEMENT, LLC
4940 SW 83RD STREET, MIAMI, Florida, 33143, (305) 677-7650
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 30 |
| New Positions | 5 |
| Increased Positions | 18 |
| Decreased Positions | 7 |
| Positions with Activity | 25 |
| Sold Out Positions | 5 |
| Total Mkt Value (in $ millions) |
370 |
Sector Weighting
| Basic Materials | 12.9% |
| Capital Goods | 0% |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | 4.36% |
| Energy | 2.4% |
| Financial | 14.77% |
| Healthcare | |
| Services | 22.28% |
| Technology | 40.96% |
| Transportation | 1.87% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
7 DECREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| SPECTRUM BRANDS HLDGS INC | COM | 40,980 | -4,730 | (10.35) | 701,586 |
| LEUCADIA NATL CORP | COM | 39,343 | -1 | (0) | 1,286,561 |
| ACE LIMITED | SHS | -273 | Sold Out | 0 | |
| AMERICAN INTL GROUP INC | WT EXP 011921 | -315 | Sold Out | 0 | |
| CRIMSON WINE GROUP LTD | COM | -212 | Sold Out | 0 | |
| MORGAN STANLEY | COM NEW | -432 | Sold Out | 0 | |
| QUANEX BUILDING PRODUCTS CORP | COM | -1,718 | Sold Out | 0 |
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