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) 548

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

Sector Weighting

Basic Materials 13.36%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 3.24%
Energy 9.68%
Financial 20.29%
Healthcare
Services 13.14%
Technology 36.65%
Transportation 0.69%
Utilities

13 INCREASED 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 51,470 18,840 57.74 1,756,059
BARRICK GOLD CORP COM 33,632 1,886 5.94 1,794,690
WHITE MTNS INS GROUP LTD COM 26,154 3,651 16.22 42,950
WPX ENERGY INC COM 25,833 6,093 30.86 1,226,649
ALLEGHANY CORP DEL COM 22,080 2,938 15.35 51,477
OCWEN FINL CORP COM NEW 20,167 20,167 New 554,800
STAPLES INC COM 17,738 4,419 33.18 1,587,980
EXCO RESOURCES INC COM 12,156 4,682 62.64 2,445,962
SEARS HLDGS CORP COM 11,751 468 4.15 305,292
GOLDCORP INC NEW COM 10,454 347 3.43 381,400
LANDS END INC NEW COM 3,350 133 4.15 91,832
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 2,737 307 12.61 168,337
DEUTSCHE BK AG LONDON BRH INV JAP GOV BD 2,281 353 18.34 122,624