GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 28
New Positions 0
Increased Positions 17
Decreased Positions 5
Positions with Activity 22
Sold Out Positions 0
Total Mkt Value (in $ millions) 494

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

Sector Weighting

Basic Materials 14.28%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.87%
Energy 8.74%
Financial 16.81%
Healthcare
Services 12.19%
Technology 40.72%
Transportation 1.27%
Utilities

17 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
WHITE MTNS INS GROUP LTD COM 22,251 1,841 9.02 36,955
ALLEGHANY CORP DEL COM 18,217 1,206 7.09 44,627
LANDS END INC NEW COM 2,466 261 11.83 88,177
DEUTSCHE BK AG LONDON BRH INV JAP GOV BD 1,941 104 5.66 103,624
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 2,495 386 18.28 149,487
DEVON ENERGY CORP NEW COM 13,638 674 5.20 191,250
SEARS HLDGS CORP COM 12,678 1,341 11.83 293,142
GOLDCORP INC NEW COM 9,112 3,799 71.51 368,750
SYSTEMAX INC COM 9,819 668 7.30 641,352
WPX ENERGY INC COM 20,425 2,877 16.40 937,349
MICROSOFT CORP COM 39,216 2,935 8.09 988,060
SPRINT CORP COM SER 1 8,455 845 11.10 1,010,106
WALTER INVT MGMT CORP COM 30,492 5,900 23.99 1,113,259
LEUCADIA NATL CORP COM 31,321 697 2.28 1,193,185
EXCO RESOURCES INC COM 9,159 2,146 30.60 1,503,888
BARRICK GOLD CORP COM 30,171 2,188 7.82 1,694,050
HEWLETT PACKARD CO COM 84,314 5,124 6.47 2,656,396