GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 27
New Positions 2
Increased Positions 7
Decreased Positions 15
Positions with Activity 22
Sold Out Positions 2
Total Mkt Value (in $ millions) 412

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

Sector Weighting

Basic Materials 13.53%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 5.7%
Energy 13.81%
Financial 23.9%
Healthcare
Services 17.87%
Technology 24.03%
Transportation
Utilities

27 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
GOOGLE INC CL A 11,873 New 21,541
FEDERATED INVS INC PA CL B 17,510 -160 (0.9) 504,330
BERKSHIRE HATHAWAY INC DEL CL B NEW 8,667 -6,674 (43.51) 60,456
GOOGLE INC CL C 11,587 New 21,541
ALLEGHANY CORP DEL COM 16,903 -7,404 (30.46) 35,522
BARRICK GOLD CORP COM 30,027 4,582 18.01 2,297,430
DEVON ENERGY CORP NEW COM -13,122 Sold Out 0
EXCO RESOURCES INC COM 4,465 -240 (5.1) 2,325,412
GOLDCORP INC NEW COM 915 -6,900 (88.29) 49,000
HEWLETT PACKARD CO COM 44,397 -19,886 (30.94) 1,313,506
HRG GROUP INC COM 8,849 New 695,100
LEUCADIA NATL CORP COM 24,804 -1,417 (5.41) 1,035,238
MICROSOFT CORP COM 12,389 -29,975 (70.76) 254,625
SEARS HLDGS CORP COM 11,530 -875 (7.05) 284,562
SPECTRUM BRANDS HLDGS INC COM 18,734 -9,122 (32.75) 201,420
STAPLES INC COM 23,488 -6,439 (21.52) 1,422,660
SYSTEMAX INC COM 6,773 -29 (0.42) 637,752
VERIZON COMMUNICATIONS INC COM 4,003 4,003 New 79,400
WALTER INVT MGMT CORP COM 49,609 9,581 23.94 2,820,306
WHITE MTNS INS GROUP LTD COM 25,529 -3,445 (11.89) 37,821