GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 29
New Positions 1
Increased Positions 13
Decreased Positions 8
Positions with Activity 21
Sold Out Positions 2
Total Mkt Value (in $ millions) 546

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

Sector Weighting

Basic Materials 13.41%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 3.22%
Energy 9.83%
Financial 20.04%
Healthcare
Services 12.99%
Technology 36.83%
Transportation 0.68%
Utilities

13 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
LANDS END INC NEW COM 3,248 129 4.15 91,832
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 2,742 307 12.61 168,337
DEUTSCHE BK AG LONDON BRH INV JAP GOV BD 2,282 354 18.34 122,624
GOLDCORP INC NEW COM 10,748 356 3.43 381,400
SEARS HLDGS CORP COM 11,800 470 4.15 305,292
BARRICK GOLD CORP COM 33,363 1,871 5.94 1,794,690
ALLEGHANY CORP DEL COM 21,600 2,874 15.35 51,477
WHITE MTNS INS GROUP LTD COM 26,333 3,676 16.22 42,950
STAPLES INC COM 17,595 4,384 33.18 1,587,980
EXCO RESOURCES INC COM 12,108 4,663 62.64 2,445,962
WPX ENERGY INC COM 26,753 6,310 30.86 1,226,649
WALTER INVT MGMT CORP COM 50,785 18,590 57.74 1,756,059
OCWEN FINL CORP COM NEW 19,512 19,512 New 554,800