GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 29
New Positions 1
Increased Positions 13
Decreased Positions 8
Positions with Activity 21
Sold Out Positions 2
Total Mkt Value (in $ millions) 542

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

Sector Weighting

Basic Materials 13.6%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 3.2%
Energy 10.25%
Financial 20.66%
Healthcare
Services 12.63%
Technology 35.91%
Transportation 0.7%
Utilities

29 Positions as of 03/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 2,754 308 12.61 168,337
GOOGLE INC CL A 12,526 -641 (4.87) 21,595
FEDERATED INVS INC PA CL B 15,414 New 509,730
BERKSHIRE HATHAWAY INC DEL CL B NEW 22,204 -34 (0.15) 172,863
GOOGLE INC CL C 12,333 -631 (4.87) 21,595
ALLEGHANY CORP DEL COM 22,494 2,993 15.35 51,477
BARRICK GOLD CORP COM 33,363 1,871 5.94 1,794,690
BLACKBERRY LTD COM -3,426 Sold Out 0
DEVON ENERGY CORP NEW COM 14,937 New 191,250
EXCO RESOURCES INC COM 13,306 5,125 62.64 2,445,962
GOLDCORP INC NEW COM 10,664 354 3.43 381,400
HARBINGER GROUP INC COM 4,400 New 350,000
HEWLETT PACKARD CO COM 89,919 New 2,656,396
LANDS END INC NEW COM 3,124 124 4.15 91,832
LEUCADIA NATL CORP COM 29,680 -782 (2.57) 1,162,535
MICROSOFT CORP COM 41,187 New 988,060
REPUBLIC SVCS INC COM -7,738 Sold Out 0
SEACOR HOLDINGS INC COM 3,790 -1,920 (33.62) 48,100
SEARS HLDGS CORP COM 11,708 466 4.15 305,292
SPECTRUM BRANDS HLDGS INC COM 38,683 -18,209 (32.01) 450,327


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