MRM-Horizon Advisors

Mad River Investors as of June 30, 2014

Portfolio Holdings for Mad River Investors

Mad River Investors holds 35 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Howard Hughes 11.6 $16M 100k 157.83
Liberty Media 8.6 $12M 86k 136.68
Icahn Enterprises (IEP) 8.3 $11M 113k 99.69
Libertyinteractivecorp lbtventcoma 7.5 $10M 139k 73.80
Wendy's/arby's Group (WEN) 5.5 $7.6M 886k 8.53
Texas Pacific Land Trust 4.7 $6.4M 40k 160.11
Berkshire Hathaway (BRK.B) 4.5 $6.2M 49k 126.56
Sears Holdings Corporation 4.2 $5.7M 143k 39.96
Continental Resources 3.9 $5.3M 33k 158.03
Liberty Media 3.6 $4.9M 167k 29.36
DreamWorks Animation SKG 3.3 $4.5M 195k 23.26
Pimco Dynamic Incm Fund (PDI) 3.2 $4.3M 127k 34.09
Oaktree Cap 2.5 $3.5M 69k 50.00
Sears Hometown and Outlet Stores 2.5 $3.4M 158k 21.47
Live Nation Entertainment (LYV) 2.5 $3.3M 135k 24.69
Brookfield Asset Management 2.3 $3.1M 71k 44.02
Platform Specialty Prods Cor 2.2 $3.0M 107k 28.03
DISH Network 2.1 $2.9M 45k 65.07
& PROD CO shares Brookfield 2.1 $2.9M 141k 20.75
Starz - Liberty Capital 1.8 $2.5M 84k 29.79
Burger King Worldwide 1.6 $2.2M 82k 27.22
IAC/InterActive 1.5 $2.1M 30k 69.23
Imperial Holdings 1.5 $2.0M 298k 6.82
Templeton Russia & East European Fund 1.5 $2.0M 132k 15.26
Discovery Communications 1.3 $1.7M 24k 74.28
Tri Pointe Homes (TPH) 1.3 $1.7M 110k 15.72
Lands' End (LE) 1.0 $1.3M 39k 33.59
Credit Suisse Nassau Brh invrs vix mdterm 0.8 $1.2M 25k 46.50
Rouse Pptys 0.7 $907k 53k 17.12
Ascent Media Corporation 0.6 $844k 13k 66.01
Mcewen Mining 0.5 $608k 211k 2.88
Nuveen Performance Plus Municipal Fund 0.2 $315k 22k 14.65
Pepsi (PEP) 0.2 $304k 3.4k 89.41
Nuveen Munpl Markt Opp Fund 0.2 $271k 20k 13.35
PINGTAN MARINE ENTERPRISE Lt 0.1 $127k 50k 2.55