GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 27
New Positions 2
Increased Positions 7
Decreased Positions 15
Positions with Activity 22
Sold Out Positions 2
Total Mkt Value (in $ millions) 389

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

Sector Weighting

Basic Materials 13%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.06%
Energy 12.26%
Financial 24.38%
Healthcare
Services 18.5%
Technology 24.58%
Transportation
Utilities

7 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
SEARS HLDGS CORP WT EXP 121519 1,803 1,803 New 71,555
VERIZON COMMUNICATIONS INC COM 3,869 3,869 New 79,400
MARKET VECTORS ETF TR GOLD MINER ETF 8,054 7,370 1,078.47 416,000
OCWEN FINL CORP COM NEW 10,235 2,370 30.13 1,222,830
BARRICK GOLD CORP COM 26,099 3,983 18.01 2,297,430
WPX ENERGY INC COM 43,059 25,642 147.22 3,841,081
WALTER INVT MGMT CORP COM 46,535 8,988 23.94 2,820,306