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) 347

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

Sector Weighting

Basic Materials 14.37%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.9%
Energy 15.64%
Financial 22.44%
Healthcare
Services 19.61%
Technology 19.65%
Transportation
Utilities

22 DECREASED 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 52,770 -890 (1.66) 3,777,349
WALTER INVT MGMT CORP COM 45,837 -2,137 (4.45) 2,694,682
BARRICK GOLD CORP COM 27,716 -520 (1.84) 2,255,130
HEWLETT PACKARD CO COM 26,125 -19,532 (42.78) 751,586
WHITE MTNS INS GROUP LTD COM 21,795 -2,796 (11.37) 33,521
LEUCADIA NATL CORP COM 21,273 -4,525 (17.54) 853,668
FEDERATED INVS INC PA CL B 17,123 -262 (1.51) 496,740
ALLEGHANY CORP DEL COM 16,769 -521 (3.01) 34,452
SPECTRUM BRANDS HLDGS INC COM 14,592 -4,935 (25.27) 150,515
GOOGLE INC CL A 11,639 -306 (2.56) 20,990
SEARS HLDGS CORP COM 11,409 -192 (1.66) 279,842
GOOGLE INC CL C 11,345 -289 (2.49) 21,005
HRG GROUP INC COM 8,227 -733 (8.18) 638,251
BERKSHIRE HATHAWAY INC DEL CL B NEW 6,668 -2,074 (23.73) 46,111
SYSTEMAX INC COM 5,585 -66 (1.16) 630,327
MARKET VECTORS ETF TR GOLD MINER ETF 5,261 -2,988 (36.23) 265,300
MICROSOFT CORP COM 4,502 -7,440 (62.3) 95,985
VERIZON COMMUNICATIONS INC COM 3,629 -310 (7.87) 73,150
OCWEN FINL CORP COM NEW 2,068 -10,576 (83.64) 200,000
SEARS HLDGS CORP WT EXP 121519 1,633 -29 (1.74) 70,310