GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 25
New Positions 1
Increased Positions 7
Decreased Positions 10
Positions with Activity 17
Sold Out Positions 0
Total Mkt Value (in $ millions) 436

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

Sector Weighting

Basic Materials 13.49%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 7.12%
Energy 7.53%
Financial 22.44%
Healthcare
Services 12.14%
Technology 36.17%
Transportation
Utilities

7 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WALTER INVT MGMT CORP COM 34,157 6,485 23.44 2,275,600
STAPLES INC COM 30,987 369 1.21 1,812,660
BARRICK GOLD CORP COM 23,927 876 3.80 1,946,830
WPX ENERGY INC COM 16,454 928 5.98 1,553,699
SEARS HLDGS CORP COM 9,849 38 .39 306,152
OCWEN FINL CORP COM NEW 5,422 2,084 62.45 939,700
MARKET VECTORS ETF TR GOLD MINER ETF 762 762 New 35,300


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