GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 28
New Positions 0
Increased Positions 17
Decreased Positions 5
Positions with Activity 22
Sold Out Positions 0
Total Mkt Value (in $ millions) 490

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

Sector Weighting

Basic Materials 14.47%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.94%
Energy 8.2%
Financial 16.67%
Healthcare
Services 12.01%
Technology 41.41%
Transportation 1.25%
Utilities

28 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 21,428 -94 (0.44) 173,128
FEDERATED INVS INC PA CL B 14,879 -64 (0.43) 509,730
GOOGLE INC CL C 12,177 -40 (0.33) 22,700
GOOGLE INC CL A 12,455 -41 (0.33) 22,700
SPECTRUM BRANDS HLDGS INC COM 50,687 -65 (0.13) 662,311
BLACKBERRY LTD COM 2,163 New 300,000
HARBINGER GROUP INC COM 4,060 New 350,000
PROSHARES TR ULTSHT FTSE EURO 1,374 New 23,750
REPUBLIC SVCS INC COM 7,175 New 208,690
SEACOR HOLDINGS INC COM 6,134 New 72,461
STAPLES INC COM 14,391 New 1,192,330
LEUCADIA NATL CORP COM 30,725 684 2.28 1,193,185
DEVON ENERGY CORP NEW COM 13,135 649 5.20 191,250
DEUTSCHE BK AG LONDON BRH INV JAP GOV BD 1,946 104 5.66 103,624
HEWLETT PACKARD CO COM 86,041 5,229 6.47 2,656,396
ALLEGHANY CORP DEL COM 18,074 1,197 7.09 44,627
SYSTEMAX INC COM 9,389 639 7.30 641,352
BARRICK GOLD CORP COM 31,408 2,278 7.82 1,694,050
MICROSOFT CORP COM 39,275 2,940 8.09 988,060
WHITE MTNS INS GROUP LTD COM 21,844 1,807 9.02 36,955