GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 27
New Positions 0
Increased Positions 11
Decreased Positions 13
Positions with Activity 24
Sold Out Positions 3
Total Mkt Value (in $ millions) 550

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

Sector Weighting

Basic Materials 13.84%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 3.78%
Energy 11.2%
Financial 20.28%
Healthcare
Services 12.03%
Technology 37.7%
Transportation 0%
Utilities

11 INCREASED Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BARRICK GOLD CORP COM 35,317 1,523 4.51 1,875,580
EXCO RESOURCES INC COM 10,978 20 .18 2,450,412
GOLDCORP INC NEW COM 11,887 1,051 9.70 418,400
HARBINGER GROUP INC COM 8,779 4,359 98.60 695,100
MICROSOFT CORP COM 45,641 852 1.90 1,006,850
OCWEN FINL CORP COM NEW 15,387 629 4.26 578,450
SPECTRUM BRANDS HLDGS INC COM 41,943 2,900 7.43 483,777
STAPLES INC COM 20,812 2,360 12.79 1,791,060
WALTER INVT MGMT CORP COM 45,941 2,180 4.98 1,843,550
WHITE MTNS INS GROUP LTD COM 27,145 3 .01 42,955
WPX ENERGY INC COM 36,431 5,949 19.52 1,466,049