GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 25
New Positions 0
Increased Positions 1
Decreased Positions 22
Positions with Activity 23
Sold Out Positions 0
Total Mkt Value (in $ millions) 318

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

Sector Weighting

Basic Materials 11.51%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.83%
Energy 10.49%
Financial 24.55%
Healthcare
Services 23.05%
Technology 22.08%
Transportation
Utilities

25 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
OCWEN FINL CORP COM NEW 1,686 -8,622 (83.64) 200,000
MICROSOFT CORP COM 4,483 -7,408 (62.3) 95,985
EXCO RESOURCES INC COM 540 -806 (59.88) 932,886
HEWLETT PACKARD CO COM 22,938 -17,150 (42.78) 751,586
MARKET VECTORS ETF TR GOLD MINER ETF 3,648 -2,072 (36.23) 265,300
SPECTRUM BRANDS HLDGS INC COM 15,947 -5,393 (25.27) 150,515
BERKSHIRE HATHAWAY INC DEL CL B NEW 6,582 -2,048 (23.73) 46,111
LEUCADIA NATL CORP COM 20,078 -4,271 (17.54) 853,668
WHITE MTNS INS GROUP LTD COM 23,666 -3,036 (11.37) 33,521
HRG GROUP INC COM 9,095 -810 (8.18) 638,251
VERIZON COMMUNICATIONS INC COM 3,423 -292 (7.87) 73,150
WALTER INVT MGMT CORP COM 58,744 -2,739 (4.45) 2,694,682
ALLEGHANY CORP DEL COM 16,748 -520 (3.01) 34,452
GOOGLE INC CL A 13,801 -362 (2.56) 20,990
GOOGLE INC CL C 13,141 -335 (2.49) 21,005
BARRICK GOLD CORP COM 15,921 -299 (1.84) 2,255,130
SEARS HLDGS CORP WT EXP 121519 921 -16 (1.74) 70,310
SEARS HLDGS CORP COM 6,031 -102 (1.66) 279,842
WPX ENERGY INC COM 32,863 -554 (1.66) 3,777,349
FEDERATED INVS INC PA CL B 16,745 -256 (1.51) 496,740


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