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) 473

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

Sector Weighting

Basic Materials 11.34%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.73%
Energy 7.91%
Financial 24.49%
Healthcare
Services 12.8%
Technology 35.69%
Transportation
Utilities

25 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 2,624 New 168,337
GOOGLE INC CL A 11,202 -7 (0.07) 21,541
FEDERATED INVS INC PA CL B 16,703 New 508,930
BERKSHIRE HATHAWAY INC DEL CL B NEW 16,219 -9,927 (37.97) 107,013
GOOGLE INC CL C 11,123 -7 (0.07) 21,541
ALLEGHANY CORP DEL COM 24,622 -166 (0.67) 51,082
BARRICK GOLD CORP COM 21,084 772 3.80 1,946,830
DEVON ENERGY CORP NEW COM 11,726 New 191,250
EXCO RESOURCES INC COM 6,420 New 2,450,412
GOLDCORP INC NEW COM 7,648 New 418,400
HARBINGER GROUP INC COM 9,620 New 695,100
HEWLETT PACKARD CO COM 75,884 -30,037 (28.36) 1,901,854
LEUCADIA NATL CORP COM 24,864 -1,515 (5.74) 1,094,388
MICROSOFT CORP COM 41,498 -6,489 (13.52) 870,700
SEARS HLDGS CORP COM 10,115 39 .39 306,152
SPECTRUM BRANDS HLDGS INC COM 28,974 -17,827 (38.09) 299,500
STAPLES INC COM 31,812 379 1.21 1,812,660
SYSTEMAX INC COM 8,172 New 640,452
WALTER INVT MGMT CORP COM 42,190 8,010 23.44 2,275,600
WHITE MTNS INS GROUP LTD COM 27,344 -19 (0.07) 42,925


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