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) 404

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

Sector Weighting

Basic Materials 13.26%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 5.73%
Energy 13.66%
Financial 23.44%
Healthcare
Services 18.45%
Technology 24.29%
Transportation
Utilities

27 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
MICROSOFT CORP COM 12,189 -29,492 (70.76) 254,625
HEWLETT PACKARD CO COM 43,687 -19,568 (30.94) 1,313,506
DEVON ENERGY CORP NEW COM -12,718 Sold Out 0
SPECTRUM BRANDS HLDGS INC COM 17,665 -8,602 (32.75) 201,420
ALLEGHANY CORP DEL COM 16,944 -7,422 (30.46) 35,522
GOLDCORP INC NEW COM 931 -7,022 (88.29) 49,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 8,590 -6,615 (43.51) 60,456
STAPLES INC COM 23,118 -6,338 (21.52) 1,422,660
WHITE MTNS INS GROUP LTD COM 25,539 -3,447 (11.89) 37,821
LEUCADIA NATL CORP COM 23,862 -1,363 (5.41) 1,035,238
SEARS HLDGS CORP COM 11,704 -888 (7.05) 284,562
EXCO RESOURCES INC COM 4,511 -243 (5.1) 2,325,412
FEDERATED INVS INC PA CL B 17,515 -160 (0.9) 504,330
SPRINT CORP COM SER 1 -97 Sold Out 0
SYSTEMAX INC COM 6,811 -29 (0.42) 637,752
DEUTSCHE BK AG LONDON BRH DB 3X IV JAP GOV 2,519 New 168,337
DEUTSCHE BK AG LONDON BRH DB INVR JAP GOV 2,218 New 122,624
GOOGLE INC CL A 12,357 New 21,541
GOOGLE INC CL C 12,172 New 21,541
HRG GROUP INC COM 8,536 New 695,100


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