GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 29
New Positions 1
Increased Positions 13
Decreased Positions 8
Positions with Activity 21
Sold Out Positions 2
Total Mkt Value (in $ millions) 543

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

Sector Weighting

Basic Materials 13.82%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 3.19%
Energy 10.03%
Financial 20.56%
Healthcare
Services 12.67%
Technology 35.95%
Transportation 0.69%
Utilities

29 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
SPECTRUM BRANDS HLDGS INC COM 38,305 -18,031 (32.01) 450,327
REPUBLIC SVCS INC COM -7,722 Sold Out 0
BLACKBERRY LTD COM -3,453 Sold Out 0
SEACOR HOLDINGS INC COM 3,764 -1,906 (33.62) 48,100
LEUCADIA NATL CORP COM 29,610 -781 (2.57) 1,162,535
GOOGLE INC CL A 12,669 -648 (4.87) 21,595
GOOGLE INC CL C 12,507 -640 (4.87) 21,595
BERKSHIRE HATHAWAY INC DEL CL B NEW 22,235 -34 (0.15) 172,863
DEVON ENERGY CORP NEW COM 14,751 New 191,250
FEDERATED INVS INC PA CL B 15,338 New 509,730
HARBINGER GROUP INC COM 4,281 New 350,000
HEWLETT PACKARD CO COM 90,238 New 2,656,396
MICROSOFT CORP COM 41,587 New 988,060
PROSHARES TR ULTSHT FTSE EURO 1,288 New 23,750
SPRINT CORP COM SER 1 8,636 New 1,010,106
SYSTEMAX INC COM 9,088 New 641,352
LANDS END INC NEW COM 3,169 126 4.15 91,832
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 2,757 309 12.61 168,337
DEUTSCHE BK AG LONDON BRH INV JAP GOV BD 2,280 353 18.34 122,624
GOLDCORP INC NEW COM 10,839 360 3.43 381,400


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