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) 502

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

Sector Weighting

Basic Materials 12.06%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 4.43%
Energy 8.81%
Financial 21.45%
Healthcare
Services 11.69%
Technology 40.27%
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 25,114 1,083 4.51 1,875,580
EXCO RESOURCES INC COM 6,200 11 .18 2,450,412
GOLDCORP INC NEW COM 9,326 825 9.70 418,400
HARBINGER GROUP INC COM 8,904 4,421 98.60 695,100
MICROSOFT CORP COM 44,684 834 1.90 1,006,850
OCWEN FINL CORP COM NEW 11,014 450 4.26 578,450
SPECTRUM BRANDS HLDGS INC COM 42,824 2,961 7.43 483,777
STAPLES INC COM 22,263 2,524 12.79 1,791,060
WALTER INVT MGMT CORP COM 39,544 1,877 4.98 1,843,550
WHITE MTNS INS GROUP LTD COM 27,214 3 .01 42,955
WPX ENERGY INC COM 26,814 4,379 19.52 1,466,049