GOODHAVEN CAPITAL MANAGEMENT, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 25
New Positions 0
Increased Positions 1
Decreased Positions 22
Positions with Activity 23
Sold Out Positions 0
Total Mkt Value (in $ millions) 318

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

Sector Weighting

Basic Materials 11.51%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.83%
Energy 10.49%
Financial 24.55%
Healthcare
Services 23.05%
Technology 22.08%
Transportation
Utilities

25 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
EXCO RESOURCES INC COM 540 -806 (59.88) 932,886
GOLDCORP INC NEW COM 647 -3 (0.51) 48,750
SEARS HLDGS CORP WT EXP 121519 921 -16 (1.74) 70,310
OCWEN FINL CORP COM NEW 1,686 -8,622 (83.64) 200,000
DEUTSCHE BK AG LONDON BRH DB INVR JAP GOV 2,208 New 122,624
DEUTSCHE BK AG LONDON BRH DB 3X IV JAP GOV 2,530 New 168,337
VERIZON COMMUNICATIONS INC COM 3,423 -292 (7.87) 73,150
MARKET VECTORS ETF TR GOLD MINER ETF 3,648 -2,072 (36.23) 265,300
SYSTEMAX INC COM 4,299 -51 (1.16) 630,327
MICROSOFT CORP COM 4,483 -7,408 (62.3) 95,985
SEARS HLDGS CORP COM 6,031 -102 (1.66) 279,842
BERKSHIRE HATHAWAY INC DEL CL B NEW 6,582 -2,048 (23.73) 46,111
HRG GROUP INC COM 9,095 -810 (8.18) 638,251
GOOGLE INC CL C 13,141 -335 (2.49) 21,005
GOOGLE INC CL A 13,801 -362 (2.56) 20,990
BARRICK GOLD CORP COM 15,921 -299 (1.84) 2,255,130
SPECTRUM BRANDS HLDGS INC COM 15,947 -5,393 (25.27) 150,515
FEDERATED INVS INC PA CL B 16,745 -256 (1.51) 496,740
ALLEGHANY CORP DEL COM 16,748 -520 (3.01) 34,452
LEUCADIA NATL CORP COM 20,078 -4,271 (17.54) 853,668


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