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) 473

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

Sector Weighting

Basic Materials 11.34%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 6.73%
Energy 7.91%
Financial 24.49%
Healthcare
Services 12.8%
Technology 35.69%
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 77 -992 (92.84) 18,400
MARKET VECTORS ETF TR GOLD MINER ETF 654 654 New 35,300
DEUTSCHE BK AG LONDON BRH INV JAP GOV BD 2,239 New 122,624
DEUTSCHE BK AG LONDON BRH 3X INV JAP GOV 2,624 New 168,337
EXCO RESOURCES INC COM 6,420 New 2,450,412
GOLDCORP INC NEW COM 7,648 New 418,400
SYSTEMAX INC COM 8,172 New 640,452
HARBINGER GROUP INC COM 9,620 New 695,100
SEARS HLDGS CORP COM 10,115 39 .39 306,152
GOOGLE INC CL C 11,123 -7 (0.07) 21,541
GOOGLE INC CL A 11,202 -7 (0.07) 21,541
DEVON ENERGY CORP NEW COM 11,726 New 191,250
BERKSHIRE HATHAWAY INC DEL CL B NEW 16,219 -9,927 (37.97) 107,013
FEDERATED INVS INC PA CL B 16,703 New 508,930
WPX ENERGY INC COM 19,219 1,084 5.98 1,553,699
OCWEN FINL CORP COM NEW 20,579 7,911 62.45 939,700
BARRICK GOLD CORP COM 21,084 772 3.80 1,946,830
ALLEGHANY CORP DEL COM 24,622 -166 (0.67) 51,082
LEUCADIA NATL CORP COM 24,864 -1,515 (5.74) 1,094,388
WHITE MTNS INS GROUP LTD COM 27,344 -19 (0.07) 42,925


Create your free portfolio