GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 27
New Positions 0
Increased Positions 11
Decreased Positions 13
Positions with Activity 24
Sold Out Positions 3
Total Mkt Value (in $ millions) 541

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

Sector Weighting

Basic Materials 12.52%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 4.25%
Energy 11%
Financial 20.89%
Healthcare
Services 11.01%
Technology 39.08%
Transportation 0%
Utilities

27 Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALLEGHANY CORP DEL COM 21,874 -21 (0.1) 51,427
BARRICK GOLD CORP COM 28,903 1,247 4.51 1,875,580
BERKSHIRE HATHAWAY INC DEL CL B NEW 24,024 -49 (0.2) 172,513
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 2,725 New 168,337
DEUTSCHE BK AG LONDON BRH INV JAP GOV BD 2,276 New 122,624
DEVON ENERGY CORP NEW COM 13,384 New 191,250
EXCO RESOURCES INC COM 9,851 18 .18 2,450,412
FEDERATED INVS INC PA CL B 15,421 -24 (0.16) 508,930
GOLDCORP INC NEW COM 9,774 864 9.70 418,400
GOOGLE INC CL A 12,874 -24 (0.19) 21,555
GOOGLE INC CL C 12,661 -23 (0.19) 21,555
HARBINGER GROUP INC COM 8,953 4,445 98.60 695,100
HEWLETT PACKARD CO COM 96,816 -63 (0.07) 2,654,663
LANDS END INC NEW COM -4,064 Sold Out 0
LEUCADIA NATL CORP COM 29,061 -37 (0.13) 1,161,058
MICROSOFT CORP COM 47,382 884 1.90 1,006,850
OCWEN FINL CORP COM NEW 15,959 653 4.26 578,450
PROSHARES TR ULTSHT FTSE EURO -1,339 Sold Out 0
SEACOR HOLDINGS INC COM -3,676 Sold Out 0
SEARS HLDGS CORP COM 8,356 -9 (0.11) 304,962