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) 473

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

Sector Weighting

Basic Materials 11.34%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.73%
Energy 7.91%
Financial 24.49%
Healthcare
Services 12.8%
Technology 35.69%
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
BARRICK GOLD CORP COM 21,084 772 3.80 1,946,830
SEARS HLDGS CORP COM 10,115 39 .39 306,152
STAPLES INC COM 31,812 379 1.21 1,812,660
WALTER INVT MGMT CORP COM 42,190 8,010 23.44 2,275,600
WPX ENERGY INC COM 19,219 1,084 5.98 1,553,699
OCWEN FINL CORP COM NEW 20,579 7,911 62.45 939,700
MARKET VECTORS ETF TR GOLD MINER ETF 654 654 New 35,300