Mad River Investors as of March 31, 2014
Portfolio Holdings for Mad River Investors
Mad River Investors holds 32 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Howard Hughes | 10.9 | $14M | 100k | 142.71 | |
| Icahn Enterprises (IEP) | 8.7 | $11M | 111k | 102.73 | |
| Liberty Media | 8.5 | $11M | 85k | 130.73 | |
| Libertyinteractivecorp lbtventcoma | 6.8 | $8.9M | 69k | 130.33 | |
| Wendy's/arby's Group (WEN) | 6.1 | $8.0M | 876k | 9.12 | |
| Sears Holdings Corporation | 4.9 | $6.5M | 135k | 47.76 | |
| Rouse Pptys | 4.8 | $6.3M | 364k | 17.24 | |
| Berkshire Hathaway (BRK.B) | 4.5 | $5.9M | 47k | 124.96 | |
| Texas Pacific Land Trust | 3.9 | $5.2M | 40k | 129.51 | |
| DreamWorks Animation SKG | 3.9 | $5.1M | 191k | 26.55 | |
| Liberty Media | 3.6 | $4.8M | 165k | 28.87 | |
| Oaktree Cap | 3.2 | $4.2M | 72k | 58.17 | |
| Continental Resources | 3.1 | $4.1M | 33k | 124.28 | |
| Pimco Dynamic Incm Fund (PDI) | 2.9 | $3.8M | 125k | 30.32 | |
| Sears Hometown and Outlet Stores | 2.9 | $3.7M | 158k | 23.65 | |
| Brookfield Asset Management | 2.5 | $3.3M | 80k | 40.85 | |
| Live Nation Entertainment (LYV) | 2.2 | $2.9M | 134k | 21.75 | |
| & PROD CO shares Brookfield | 2.2 | $2.9M | 139k | 20.97 | |
| DISH Network | 2.1 | $2.8M | 45k | 62.21 | |
| Leucadia National | 2.1 | $2.7M | 98k | 28.00 | |
| Starz - Liberty Capital | 2.0 | $2.7M | 83k | 32.28 | |
| Burger King Worldwide | 1.6 | $2.2M | 81k | 26.55 | |
| IAC/InterActive | 1.6 | $2.1M | 30k | 71.38 | |
| Ascent Media Corporation | 1.3 | $1.7M | 22k | 75.57 | |
| Credit Suisse Nassau Brh invrs vix mdterm | 0.9 | $1.2M | 29k | 39.39 | |
| Platform Specialty Prods Cor | 0.7 | $929k | 49k | 19.05 | |
| Las Vegas Sands (LVS) | 0.6 | $795k | 9.8k | 80.75 | |
| Wynn Resorts (WYNN) | 0.4 | $554k | 2.5k | 222.04 | |
| Mcewen Mining | 0.4 | $495k | 209k | 2.37 | |
| Nuveen Munpl Markt Opp Fund | 0.2 | $236k | 19k | 12.76 | |
| Nuveen Performance Plus Municipal Fund | 0.2 | $216k | 15k | 14.50 | |
| PINGTAN MARINE ENTERPRISE Lt | 0.1 | $173k | 50k | 3.48 |
