GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 27
New Positions 2
Increased Positions 7
Decreased Positions 15
Positions with Activity 22
Sold Out Positions 2
Total Mkt Value (in $ millions) 396

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

Sector Weighting

Basic Materials 14.02%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.02%
Energy 11.68%
Financial 23.95%
Healthcare
Services 17.92%
Technology 25.22%
Transportation
Utilities

7 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
SEARS HLDGS CORP WT EXP 121519 1,710 1,710 New 71,555
VERIZON COMMUNICATIONS INC COM 3,926 3,926 New 79,400
BARRICK GOLD CORP COM 29,913 4,565 18.01 2,297,430
WALTER INVT MGMT CORP COM 47,015 9,080 23.94 2,820,306
OCWEN FINL CORP COM NEW 9,954 2,305 30.13 1,222,830
WPX ENERGY INC COM 41,407 24,658 147.22 3,841,081
MARKET VECTORS ETF TR GOLD MINER ETF 8,852 8,101 1,078.47 416,000