GoodHaven Capital Management’s Walter Investment Mgt Corp WAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,342,078	Closed	-$1.45M	–	22
2017 Q1	$1.45M	Sell	1,342,078 -480,985	-26%	-$1.48M	0.65%	18
2016 Q4	$8.66M	Sell	1,823,063 -756,543	-29%	-$4.1M	3.49%	14
2016 Q3	$10.5M	Buy	2,579,606 +70,323	+3%	+$222K	3.5%	13
2016 Q2	$6.93M	Hold	2,509,283	–	–	2.38%	14
2016 Q1	$19.2M	Sell	2,509,283 -45,800	-2%	-$417K	6.8%	3
2015 Q4	$36.3M	Buy	2,555,083 +50,236	+2%	+$687K	14.12%	1
2015 Q3	$40.7M	Sell	2,504,847 -30,254	-1%	-$546K	15.77%	1
2015 Q2	$58M	Sell	2,535,101 -159,581	-6%	-$3.04M	18.41%	1
2015 Q1	$43.5M	Sell	2,694,682 -125,624	-4%	-$2.12M	13.29%	1
2014 Q4	$46.6M	Buy	2,820,306 +544,706	+24%	+$10.5M	11.36%	2
2014 Q3	$49.9M	Buy	2,275,600 +432,050	+23%	+$11.3M	10.2%	2
2014 Q2	$54.9M	Buy	1,843,550 +87,491	+5%	+$2.5M	9.83%	2
2014 Q1	$52.4M	Buy	1,756,059 +642,800	+58%	+$19.3M	9.82%	2
2013 Q4	$39.4M	Buy	1,113,259 +215,405	+24%	+$8.11M	8.1%	3
2013 Q3	$35.5M	Buy	897,854 +46,185	+5%	+$1.77M	8.42%	3
2013 Q2	$28.8M	Buy	+851,669	New	+$30.3M	7.25%	5