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) 549

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

Sector Weighting

Basic Materials 12.53%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 4.26%
Energy 11.22%
Financial 20.82%
Healthcare
Services 11.09%
Technology 38.83%
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 ▲
WHITE MTNS INS GROUP LTD COM 27,065 3 .01 42,955
GOLDCORP INC NEW COM 9,908 876 9.70 418,400
SPECTRUM BRANDS HLDGS INC COM 41,711 2,884 7.43 483,777
OCWEN FINL CORP COM NEW 16,220 663 4.26 578,450
HARBINGER GROUP INC COM 9,071 4,504 98.60 695,100
MICROSOFT CORP COM 47,846 893 1.90 1,006,850
WPX ENERGY INC COM 37,238 6,081 19.52 1,466,049
STAPLES INC COM 23,373 2,650 12.79 1,791,060
WALTER INVT MGMT CORP COM 43,489 2,064 4.98 1,843,550
BARRICK GOLD CORP COM 29,353 1,266 4.51 1,875,580
EXCO RESOURCES INC COM 10,782 20 .18 2,450,412


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