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) 478

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

Sector Weighting

Basic Materials 12.56%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 5.33%
Energy 10.08%
Financial 23.8%
Healthcare
Services 13.12%
Technology 34.06%
Transportation
Utilities

25 Positions as of 09/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALLEGHANY CORP DEL COM 23,243 -157 (0.67) 51,082
BARRICK GOLD CORP COM 25,017 916 3.80 1,946,830
BERKSHIRE HATHAWAY INC DEL CL B NEW 15,699 -9,609 (37.97) 107,013
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 2,668 New 168,337
DEUTSCHE BK AG LONDON BRH INV JAP GOV BD 2,269 New 122,624
DEVON ENERGY CORP NEW COM 12,852 New 191,250
EXCO RESOURCES INC COM 9,263 New 2,450,412
FEDERATED INVS INC PA CL B 15,868 New 508,930
GOLDCORP INC NEW COM 8,586 New 418,400
GOOGLE INC CL C 11,578 -8 (0.07) 21,541
GOOGLE INC CL A 11,759 -8 (0.07) 21,541
HARBINGER GROUP INC COM 8,828 New 695,100
HEWLETT PACKARD CO COM 70,863 -28,050 (28.36) 1,901,854
LEUCADIA NATL CORP COM 26,451 -1,611 (5.74) 1,094,388
MARKET VECTORS ETF TR GOLD MINER ETF 702 702 New 35,300
MICROSOFT CORP COM 41,776 -6,532 (13.52) 870,700
OCWEN FINL CORP COM NEW 22,111 8,500 62.45 939,700
SEARS HLDGS CORP COM 11,116 43 .39 306,152
SPECTRUM BRANDS HLDGS INC COM 26,922 -16,565 (38.09) 299,500
SPRINT CORP COM SER 1 91 -1,183 (92.84) 18,400


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