GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 29
New Positions 1
Increased Positions 13
Decreased Positions 8
Positions with Activity 21
Sold Out Positions 2
Total Mkt Value (in $ millions) 547

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

Sector Weighting

Basic Materials 13.44%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 3.19%
Energy 9.66%
Financial 20.14%
Healthcare
Services 13.17%
Technology 36.78%
Transportation 0.69%
Utilities

13 INCREASED Positions as of 03/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALLEGHANY CORP DEL COM 21,910 2,916 15.35 51,477
BARRICK GOLD CORP COM 33,525 1,880 5.94 1,794,690
DEUTSCHE BK AG LONDON BRH INV JAP GOV BD 2,278 353 18.34 122,624
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 2,737 307 12.61 168,337
EXCO RESOURCES INC COM 11,936 4,597 62.64 2,445,962
GOLDCORP INC NEW COM 10,755 357 3.43 381,400
LANDS END INC NEW COM 3,194 127 4.15 91,832
OCWEN FINL CORP COM NEW 19,890 19,890 New 554,800
SEARS HLDGS CORP COM 11,818 470 4.15 305,292
STAPLES INC COM 17,452 4,348 33.18 1,587,980
WALTER INVT MGMT CORP COM 51,663 18,911 57.74 1,756,059
WHITE MTNS INS GROUP LTD COM 26,156 3,651 16.22 42,950
WPX ENERGY INC COM 25,895 6,107 30.86 1,226,649