GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 03/31/2013

Position Statistics:

Total Positions 30
New Positions 5
Increased Positions 18
Decreased Positions 7
Positions with Activity 25
Sold Out Positions 5
Total Mkt Value
(in $ millions)
366

Sector Weighting

Basic Materials 13.44%
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 4.26%
Energy 2.32%
Financial 15.12%
Healthcare
Services 22.93%
Technology 39.59%
Transportation 1.88%
Utilities

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

30 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ERA GROUP INC COM 1,664 New 66,768
PROSHARES TR ULTRASHORT EUROP 1,490 1,490 New 70,000
SEARS HOMETOWN & OUTLET STORES COM 1,090 New 24,970
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 994 994 New 52,727
DEUTSCHE BK AG LONDON BRH INV JAP GOV BD 691 691 New 35,200
ACE LIMITED SHS -281 Sold Out 0
AMERICAN INTL GROUP INC WT EXP 011921 -323 Sold Out 0
CRIMSON WINE GROUP LTD COM -219 Sold Out 0
MORGAN STANLEY COM NEW -448 Sold Out 0
QUANEX BUILDING PRODUCTS CORP COM -1,708 Sold Out 0

Latest News Headlines

Alvarion(R) Reports First Quarter 2013 Results    2:00AM ET  - GlobeNewswire

Google CEO Defends Tax Affairs    1:15AM ET  - Dow Jones Business News

Goldman Sachs Chief Confident Euro Will Survive   12:55AM ET  - Dow Jones Business News

UPDATE: Hon Hai Confirms Death of Two Employees in Zhengzhou, China   12:53AM ET  - Dow Jones Business News

Microsoft to Unveil New Xbox    9:55PM ET  - Dow Jones Business News

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