GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 25
New Positions 1
Increased Positions 7
Decreased Positions 10
Positions with Activity 17
Sold Out Positions 0
Total Mkt Value (in $ millions) 462

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

Sector Weighting

Basic Materials 11.42%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 7.05%
Energy 7.69%
Financial 23.49%
Healthcare
Services 12.21%
Technology 37.08%
Transportation
Utilities

25 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
HEWLETT PACKARD CO COM 77,405 -30,639 (28.36) 1,901,854
SPECTRUM BRANDS HLDGS INC COM 29,195 -17,963 (38.09) 299,500
BERKSHIRE HATHAWAY INC DEL CL B NEW 16,196 -9,913 (37.97) 107,013
MICROSOFT CORP COM 41,689 -6,519 (13.52) 870,700
LEUCADIA NATL CORP COM 24,525 -1,494 (5.74) 1,094,388
SPRINT CORP COM SER 1 80 -1,035 (92.84) 18,400
ALLEGHANY CORP DEL COM 23,746 -160 (0.67) 51,082
WHITE MTNS INS GROUP LTD COM 27,648 -19 (0.07) 42,925
GOOGLE INC CL A 11,665 -8 (0.07) 21,541
GOOGLE INC CL C 11,504 -7 (0.07) 21,541
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 2,584 New 168,337
DEUTSCHE BK AG LONDON BRH INV JAP GOV BD 2,234 New 122,624
DEVON ENERGY CORP NEW COM 11,634 New 191,250
EXCO RESOURCES INC COM 5,832 New 2,450,412
FEDERATED INVS INC PA CL B 17,064 New 508,930
GOLDCORP INC NEW COM 7,678 New 418,400
HARBINGER GROUP INC COM 9,850 New 695,100
SYSTEMAX INC COM 8,697 New 640,452
SEARS HLDGS CORP COM 9,959 39 .39 306,152
STAPLES INC COM 32,592 388 1.21 1,812,660