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) 561

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

Sector Weighting

Basic Materials 13.26%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 3.67%
Energy 11.44%
Financial 20.26%
Healthcare
Services 12.23%
Technology 37.99%
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
WHITE MTNS INS GROUP LTD COM 27,255 3 .01 42,955
EXCO RESOURCES INC COM 11,247 20 .18 2,450,412
OCWEN FINL CORP COM NEW 16,035 656 4.26 578,450
MICROSOFT CORP COM 45,177 843 1.90 1,006,850
GOLDCORP INC NEW COM 11,510 1,018 9.70 418,400
BARRICK GOLD CORP COM 33,986 1,466 4.51 1,875,580
WALTER INVT MGMT CORP COM 47,988 2,277 4.98 1,843,550
STAPLES INC COM 20,570 2,332 12.79 1,791,060
SPECTRUM BRANDS HLDGS INC COM 41,605 2,877 7.43 483,777
HARBINGER GROUP INC COM 8,960 4,448 98.60 695,100
WPX ENERGY INC COM 38,674 6,315 19.52 1,466,049