Mad River Investors as of Dec. 31, 2013
Portfolio Holdings for Mad River Investors
Mad River Investors holds 32 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Media | 9.3 | $13M | 86k | 146.32 | |
| Icahn Enterprises (IEP) | 9.0 | $12M | 111k | 109.41 | |
| Howard Hughes | 9.0 | $12M | 100k | 120.10 | |
| Libertyinteractivecorp lbtventcoma | 6.4 | $8.6M | 70k | 122.59 | |
| Rouse Pptys | 6.3 | $8.4M | 379k | 22.19 | |
| Wendy's/arby's Group (WEN) | 5.8 | $7.7M | 885k | 8.72 | |
| DreamWorks Animation SKG | 5.1 | $6.8M | 192k | 35.50 | |
| Sears Holdings Corporation | 4.3 | $5.8M | 118k | 49.04 | |
| Berkshire Hathaway (BRK.B) | 4.2 | $5.6M | 48k | 118.56 | |
| Leucadia National | 3.9 | $5.3M | 187k | 28.34 | |
| Liberty Media | 3.6 | $4.9M | 166k | 29.35 | |
| Texas Pacific Land Trust | 3.0 | $4.0M | 41k | 99.81 | |
| Pimco Dynamic Incm Fund (PDI) | 2.9 | $3.8M | 132k | 29.13 | |
| Continental Resources | 2.9 | $3.8M | 34k | 112.53 | |
| & PROD CO shares Brookfield | 2.5 | $3.3M | 138k | 24.19 | |
| Brookfield Asset Management | 2.4 | $3.2M | 82k | 38.83 | |
| AutoNation (AN) | 2.4 | $3.2M | 64k | 49.69 | |
| Live Nation Entertainment (LYV) | 2.0 | $2.7M | 136k | 19.76 | |
| DISH Network | 1.9 | $2.6M | 45k | 57.92 | |
| Las Vegas Sands (LVS) | 1.9 | $2.5M | 31k | 78.89 | |
| Starz - Liberty Capital | 1.8 | $2.5M | 84k | 29.23 | |
| IAC/InterActive | 1.5 | $2.0M | 30k | 68.66 | |
| Ascent Media Corporation | 1.4 | $1.9M | 22k | 85.55 | |
| Burger King Worldwide | 1.4 | $1.8M | 81k | 22.86 | |
| Wynn Resorts (WYNN) | 1.2 | $1.6M | 8.1k | 194.18 | |
| Oaktree Cap | 1.2 | $1.6M | 27k | 58.85 | |
| Sears Hometown and Outlet Stores | 1.1 | $1.5M | 60k | 25.49 | |
| Jarden Corporation | 1.0 | $1.4M | 22k | 61.37 | |
| Mcewen Mining | 0.3 | $413k | 211k | 1.96 | |
| Nuveen Munpl Markt Opp Fund | 0.2 | $222k | 19k | 12.00 | |
| Nuveen Performance Plus Municipal Fund | 0.1 | $202k | 15k | 13.56 | |
| PINGTAN MARINE ENTERPRISE Lt | 0.1 | $158k | 50k | 3.17 |
