GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 25
New Positions 1
Increased Positions 8
Decreased Positions 15
Positions with Activity 23
Sold Out Positions 0
Total Mkt Value (in $ millions) 303

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

Sector Weighting

Basic Materials 25.54%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 4.36%
Energy 13.1%
Financial 20.62%
Healthcare
Services 13.99%
Technology 16.9%
Transportation 0.28%
Utilities

8 INCREASED Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WALTER INVT MGMT CORP COM 18,524 364 2.01 2,555,083
STAPLES INC COM 13,199 2,698 25.69 1,294,010
LEUCADIA NATL CORP COM 12,810 876 7.34 768,015
HP INC COM 10,656 2,150 25.27 868,499
BERKSHIRE HATHAWAY INC DEL CL B NEW 8,311 3,133 60.50 57,131
GOLDCORP INC NEW COM 1,850 1,104 148.11 91,800
SEACOR HOLDINGS INC COM 842 842 New 14,320
CENTRAL FD CDA LTD CL A 236 105 80 18,000