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) 412

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

Sector Weighting

Basic Materials 13.53%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 5.7%
Energy 13.81%
Financial 23.9%
Healthcare
Services 17.87%
Technology 24.03%
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 1,687 1,687 New 71,555
VERIZON COMMUNICATIONS INC COM 4,003 4,003 New 79,400
BARRICK GOLD CORP COM 30,027 4,582 18.01 2,297,430
WALTER INVT MGMT CORP COM 49,609 9,581 23.94 2,820,306
OCWEN FINL CORP COM NEW 12,546 2,905 30.13 1,222,830
WPX ENERGY INC COM 52,431 31,223 147.22 3,841,081
MARKET VECTORS ETF TR GOLD MINER ETF 8,432 7,717 1,078.47 416,000