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) 394

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

Sector Weighting

Basic Materials 13.86%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.07%
Energy 11.6%
Financial 24.44%
Healthcare
Services 17.33%
Technology 25.47%
Transportation
Utilities

15 DECREASED 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 45,408 -20,339 (30.94) 1,313,506
WHITE MTNS INS GROUP LTD COM 25,264 -3,409 (11.89) 37,821
LEUCADIA NATL CORP COM 24,835 -1,419 (5.41) 1,035,238
STAPLES INC COM 23,915 -6,556 (21.52) 1,422,660
SPECTRUM BRANDS HLDGS INC COM 19,105 -9,303 (32.75) 201,420
FEDERATED INVS INC PA CL B 16,905 -154 (0.9) 504,330
ALLEGHANY CORP DEL COM 16,837 -7,375 (30.46) 35,522
MICROSOFT CORP COM 11,020 -26,664 (70.76) 254,625
SEARS HLDGS CORP COM 10,848 -823 (7.05) 284,562
BERKSHIRE HATHAWAY INC DEL CL B NEW 8,822 -6,794 (43.51) 60,456
SYSTEMAX INC COM 7,105 -30 (0.42) 637,752
EXCO RESOURCES INC COM 4,697 -253 (5.1) 2,325,412
GOLDCORP INC NEW COM 1,024 -7,720 (88.29) 49,000
DEVON ENERGY CORP NEW COM -11,714 Sold Out 0
SPRINT CORP COM SER 1 -96 Sold Out 0