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) 445

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

Sector Weighting

Basic Materials 13.85%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.88%
Energy 7.86%
Financial 22.4%
Healthcare
Services 12.42%
Technology 35.51%
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 ▲
MARKET VECTORS ETF TR GOLD MINER ETF 808 808 New 35,300
SEARS HLDGS CORP COM 10,470 41 .39 306,152
OCWEN FINL CORP COM NEW 6,268 2,410 62.45 939,700
WPX ENERGY INC COM 17,868 1,008 5.98 1,553,699
STAPLES INC COM 30,652 365 1.21 1,812,660
BARRICK GOLD CORP COM 25,523 934 3.80 1,946,830
WALTER INVT MGMT CORP COM 35,772 6,792 23.44 2,275,600


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