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) 553

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

Sector Weighting

Basic Materials 12.77%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 4.23%
Energy 11.47%
Financial 20.71%
Healthcare
Services 11.37%
Technology 38.23%
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
MICROSOFT CORP COM 46,839 874 1.90 1,006,850
WALTER INVT MGMT CORP COM 44,946 2,133 4.98 1,843,550
SPECTRUM BRANDS HLDGS INC COM 41,731 2,885 7.43 483,777
WPX ENERGY INC COM 37,956 6,198 19.52 1,466,049
BARRICK GOLD CORP COM 30,478 1,314 4.51 1,875,580
WHITE MTNS INS GROUP LTD COM 27,276 3 .01 42,955
STAPLES INC COM 23,355 2,648 12.79 1,791,060
OCWEN FINL CORP COM NEW 16,411 671 4.26 578,450
EXCO RESOURCES INC COM 11,762 21 .18 2,450,412
GOLDCORP INC NEW COM 10,393 919 9.70 418,400
HARBINGER GROUP INC COM 9,085 4,510 98.60 695,100