GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 28
New Positions 0
Increased Positions 17
Decreased Positions 5
Positions with Activity 22
Sold Out Positions 0
Total Mkt Value (in $ millions) 492

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

Sector Weighting

Basic Materials 14.28%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.91%
Energy 8.51%
Financial 16.82%
Healthcare
Services 12.05%
Technology 41.03%
Transportation 1.26%
Utilities

17 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
LEUCADIA NATL CORP COM 31,118 693 2.28 1,193,185
DEVON ENERGY CORP NEW COM 13,521 668 5.20 191,250
DEUTSCHE BK AG LONDON BRH INV JAP GOV BD 1,949 104 5.66 103,624
HEWLETT PACKARD CO COM 84,819 5,155 6.47 2,656,396
ALLEGHANY CORP DEL COM 18,260 1,209 7.09 44,627
SYSTEMAX INC COM 9,460 644 7.30 641,352
BARRICK GOLD CORP COM 30,459 2,209 7.82 1,694,050
MICROSOFT CORP COM 39,532 2,959 8.09 988,060
WHITE MTNS INS GROUP LTD COM 22,114 1,829 9.02 36,955
SPRINT CORP COM SER 1 8,606 860 11.10 1,010,106
LANDS END INC NEW COM 2,301 243 11.83 88,177
SEARS HLDGS CORP COM 11,236 1,188 11.83 293,142
WPX ENERGY INC COM 19,000 2,677 16.40 937,349
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 2,501 386 18.28 149,487
WALTER INVT MGMT CORP COM 31,438 6,083 23.99 1,113,259
EXCO RESOURCES INC COM 9,384 2,199 30.60 1,503,888
GOLDCORP INC NEW COM 8,703 3,629 71.51 368,750