GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 25
New Positions 1
Increased Positions 7
Decreased Positions 10
Positions with Activity 17
Sold Out Positions 0
Total Mkt Value (in $ millions) 478

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

Sector Weighting

Basic Materials 12.56%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 5.33%
Energy 10.08%
Financial 23.8%
Healthcare
Services 13.12%
Technology 34.06%
Transportation
Utilities

7 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
MARKET VECTORS ETF TR GOLD MINER ETF 702 702 New 35,300
SEARS HLDGS CORP COM 11,116 43 .39 306,152
STAPLES INC COM 25,468 303 1.21 1,812,660
BARRICK GOLD CORP COM 25,017 916 3.80 1,946,830
WPX ENERGY INC COM 26,102 1,473 5.98 1,553,699
WALTER INVT MGMT CORP COM 42,713 8,110 23.44 2,275,600
OCWEN FINL CORP COM NEW 22,111 8,500 62.45 939,700