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) 385

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

Sector Weighting

Basic Materials 12.94%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 5.91%
Energy 12.16%
Financial 24.52%
Healthcare
Services 18.6%
Technology 24.62%
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 12,141 New 21,541
FEDERATED INVS INC PA CL B 16,507 -151 (0.9) 504,330
BERKSHIRE HATHAWAY INC DEL CL B NEW 8,647 -6,659 (43.51) 60,456
GOOGLE INC CL C 11,959 New 21,541
ALLEGHANY CORP DEL COM 17,119 -7,499 (30.46) 35,522
BARRICK GOLD CORP COM 25,938 3,958 18.01 2,297,430
DEVON ENERGY CORP NEW COM -11,486 Sold Out 0
EXCO RESOURCES INC COM 4,558 -245 (5.1) 2,325,412
GOLDCORP INC NEW COM 911 -6,871 (88.29) 49,000
HEWLETT PACKARD CO COM 42,045 -18,833 (30.94) 1,313,506
HRG GROUP INC COM 8,376 New 695,100
LEUCADIA NATL CORP COM 23,034 -1,316 (5.41) 1,035,238
MICROSOFT CORP COM 10,493 -25,388 (70.76) 254,625
SEARS HLDGS CORP COM 11,886 -902 (7.05) 284,562
SPECTRUM BRANDS HLDGS INC COM 18,269 -8,896 (32.75) 201,420
STAPLES INC COM 22,791 -6,248 (21.52) 1,422,660
SYSTEMAX INC COM 7,602 -32 (0.42) 637,752
VERIZON COMMUNICATIONS INC COM 3,845 3,845 New 79,400
WALTER INVT MGMT CORP COM 46,591 8,999 23.94 2,820,306
WHITE MTNS INS GROUP LTD COM 25,873 -3,492 (11.89) 37,821


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