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) 408

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

Sector Weighting

Basic Materials 13.64%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 5.78%
Energy 13.55%
Financial 24.11%
Healthcare
Services 17.86%
Technology 23.88%
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
BARRICK GOLD CORP COM 30,119 4,596 18.01 2,297,430
VERIZON COMMUNICATIONS INC COM 3,977 3,977 New 79,400
WALTER INVT MGMT CORP COM 48,594 9,385 23.94 2,820,306
WPX ENERGY INC COM 51,010 30,376 147.22 3,841,081
OCWEN FINL CORP COM NEW 12,571 2,911 30.13 1,222,830
MARKET VECTORS ETF TR GOLD MINER ETF 8,412 7,698 1,078.47 416,000
SEARS HLDGS CORP WT EXP 121519 1,792 1,792 New 71,555


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