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) 510

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

Sector Weighting

Basic Materials 12.08%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 4.38%
Energy 9.09%
Financial 21.57%
Healthcare
Services 11.7%
Technology 39.9%
Transportation 0%
Utilities

27 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
SPRINT CORP COM SER 1 1,603 -4,700 (74.57) 256,901
LANDS END INC NEW COM -4,251 Sold Out 0
SEACOR HOLDINGS INC COM -3,750 Sold Out 0
PROSHARES TR ULTSHT FTSE EURO -1,526 Sold Out 0
HEWLETT PACKARD CO COM 92,223 -60 (0.07) 2,654,663
BERKSHIRE HATHAWAY INC DEL CL B NEW 23,974 -49 (0.2) 172,513
LEUCADIA NATL CORP COM 26,321 -33 (0.13) 1,161,058
FEDERATED INVS INC PA CL B 14,912 -23 (0.16) 508,930
ALLEGHANY CORP DEL COM 22,196 -22 (0.1) 51,427
GOOGLE INC CL A 11,597 -22 (0.19) 21,555
GOOGLE INC CL C 11,350 -21 (0.19) 21,555
SYSTEMAX INC COM 8,825 -12 (0.14) 640,452
SEARS HLDGS CORP COM 10,610 -11 (0.11) 304,962
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 2,688 New 168,337
DEUTSCHE BK AG LONDON BRH INV JAP GOV BD 2,264 New 122,624
DEVON ENERGY CORP NEW COM 11,486 New 191,250
WHITE MTNS INS GROUP LTD COM 27,465 3 .01 42,955
EXCO RESOURCES INC COM 6,812 12 .18 2,450,412
OCWEN FINL CORP COM NEW 12,425 508 4.26 578,450
MICROSOFT CORP COM 45,187 843 1.90 1,006,850


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