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) 480

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

Sector Weighting

Basic Materials 12.48%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 5.26%
Energy 9.44%
Financial 24.1%
Healthcare
Services 12.99%
Technology 34.69%
Transportation
Utilities

25 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
SPRINT CORP COM SER 1 93 -1,209 (92.84) 18,400
MARKET VECTORS ETF TR GOLD MINER ETF 710 710 New 35,300
DEUTSCHE BK AG LONDON BRH INV JAP GOV BD 2,258 New 122,624
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 2,651 New 168,337
EXCO RESOURCES INC COM 8,233 New 2,450,412
SYSTEMAX INC COM 8,480 New 640,452
GOLDCORP INC NEW COM 8,749 New 418,400
HARBINGER GROUP INC COM 9,592 New 695,100
SEARS HLDGS CORP COM 11,049 43 .39 306,152
GOOGLE INC CL C 11,640 -8 (0.07) 21,541
GOOGLE INC CL A 11,799 -8 (0.07) 21,541
DEVON ENERGY CORP NEW COM 12,244 New 191,250
BERKSHIRE HATHAWAY INC DEL CL B NEW 15,858 -9,706 (37.97) 107,013
FEDERATED INVS INC PA CL B 16,153 New 508,930
OCWEN FINL CORP COM NEW 22,196 8,533 62.45 939,700
ALLEGHANY CORP DEL COM 23,401 -158 (0.67) 51,082
WPX ENERGY INC COM 24,813 1,400 5.98 1,553,699
BARRICK GOLD CORP COM 25,173 921 3.80 1,946,830
STAPLES INC COM 25,232 301 1.21 1,812,660
LEUCADIA NATL CORP COM 25,970 -1,582 (5.74) 1,094,388


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