GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 27
New Positions 0
Increased Positions 11
Decreased Positions 13
Positions with Activity 24
Sold Out Positions 3
Total Mkt Value (in $ millions) 560

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

Sector Weighting

Basic Materials 13.35%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 3.54%
Energy 11.3%
Financial 20.29%
Healthcare
Services 12.36%
Technology 38%
Transportation 0%
Utilities

11 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WALTER INVT MGMT CORP COM 49,075 2,329 4.98 1,843,550
MICROSOFT CORP COM 45,313 846 1.90 1,006,850
SPECTRUM BRANDS HLDGS INC COM 41,910 2,898 7.43 483,777
WPX ENERGY INC COM 37,736 6,162 19.52 1,466,049
BARRICK GOLD CORP COM 34,229 1,476 4.51 1,875,580
WHITE MTNS INS GROUP LTD COM 27,221 3 .01 42,955
STAPLES INC COM 19,800 2,245 12.79 1,791,060
OCWEN FINL CORP COM NEW 16,092 658 4.26 578,450
GOLDCORP INC NEW COM 11,519 1,019 9.70 418,400
EXCO RESOURCES INC COM 11,272 20 .18 2,450,412
HARBINGER GROUP INC COM 8,995 4,466 98.60 695,100