MRM-Horizon Advisors

Mad River Investors as of Sept. 30, 2014

Portfolio Holdings for Mad River Investors

Mad River Investors holds 36 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Howard Hughes 11.2 $15M 98k 150.00
Icahn Enterprises (IEP) 9.2 $12M 114k 105.84
Liberty Media Corp Del Com Ser C 6.1 $8.0M 170k 46.99
Texas Pacific Land Trust 5.8 $7.6M 40k 192.45
Wendy's/arby's Group (WEN) 5.5 $7.2M 873k 8.26
Berkshire Hathaway (BRK.B) 4.8 $6.3M 46k 138.14
DreamWorks Animation SKG 4.0 $5.2M 192k 27.27
Libertyinteractivecorp lbtventcoma 3.9 $5.1M 136k 37.96
Liberty Media 3.6 $4.7M 165k 28.52
Liberty Tripadvisor Hldgs (LTRPA) 3.5 $4.6M 136k 33.90
Continental Resources 3.3 $4.4M 66k 66.47
Tri Pointe Homes (TPH) 3.3 $4.3M 334k 12.94
Liberty Media 3.0 $3.9M 83k 47.18
Pimco Dynamic Incm Fund (PDI) 2.8 $3.6M 115k 31.56
Sears Holdings Corporation 2.7 $3.6M 142k 25.23
Live Nation Entertainment (LYV) 2.3 $3.0M 126k 24.02
DISH Network 2.2 $2.9M 44k 64.58
Brookfield Asset Management 2.1 $2.8M 61k 44.97
Starz - Liberty Capital 2.1 $2.7M 82k 33.08
Platform Specialty Prods Cor 2.0 $2.7M 107k 25.02
& PROD CO shares Brookfield 2.0 $2.6M 139k 18.89
Sears Hometown and Outlet Stores 1.8 $2.4M 156k 15.50
Burger King Worldwide 1.8 $2.4M 81k 29.66
Imperial Holdings 1.7 $2.2M 339k 6.51
Par Petroleum (PARR) 1.7 $2.2M 131k 16.85
IAC/InterActive 1.5 $1.9M 29k 65.90
Templeton Russia & East European Fund 1.2 $1.6M 130k 12.60
Lands' End (LE) 1.2 $1.6M 38k 41.12
Oaktree Cap 0.9 $1.2M 23k 51.09
Credit Suisse Nassau Brh invrs vix mdterm 0.7 $952k 22k 43.97
Discovery Communications 0.7 $877k 23k 37.81
Discovery Communications 0.7 $865k 23k 37.29
Mcewen Mining 0.3 $390k 199k 1.96
Nuveen Performance Plus Municipal Fund 0.2 $330k 23k 14.52
Nuveen Munpl Markt Opp Fund 0.2 $292k 22k 13.27
PINGTAN MARINE ENTERPRISE Lt 0.1 $112k 50k 2.25