MRM-Horizon Advisors

Mad River Investors as of June 30, 2015

Portfolio Holdings for Mad River Investors

Mad River Investors holds 35 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Howard Hughes 11.6 $14M 98k 143.54
Icahn Enterprises (IEP) 8.4 $10M 118k 86.72
Wendy's/arby's Group (WEN) 8.1 $9.8M 873k 11.28
Berkshire Hathaway (BRK.B) 5.1 $6.2M 46k 136.12
Libertyinteractivecorp lbtventcoma 5.1 $6.2M 158k 39.27
Texas Pacific Land Trust 5.0 $6.0M 40k 150.49
Liberty Media Corp Del Com Ser C 4.9 $6.0M 167k 35.90
Tri Pointe Homes (TPH) 4.2 $5.1M 334k 15.30
DreamWorks Animation SKG 4.1 $5.0M 189k 26.38
Liberty Media 3.7 $4.5M 163k 27.75
Sears Holdings Corporation 3.3 $4.0M 149k 26.70
Starz - Liberty Capital 3.0 $3.6M 81k 44.72
Live Nation Entertainment (LYV) 2.8 $3.4M 124k 27.49
Brookfield Asset Management 2.5 $3.1M 88k 34.93
Echostar Corporation (SATS) 2.5 $3.0M 63k 48.67
DISH Network 2.5 $3.0M 45k 67.70
Liberty Media 2.4 $2.9M 82k 36.04
Continental Resources 2.3 $2.8M 66k 42.38
Liberty Broadband Cl C (LBRDK) 2.3 $2.8M 54k 51.16
Platform Specialty Prods Cor 2.2 $2.7M 107k 25.58
Green Brick Partners (GRBK) 2.0 $2.4M 222k 10.95
Restaurant Brands Intl Inc Com equity / large cap (QSR) 2.0 $2.4M 62k 38.21
Par Petroleum (PARR) 1.8 $2.2M 117k 18.72
Imperial Holdings 1.7 $2.0M 348k 5.79
Sears Canada (SRSCQ) 1.0 $1.2M 197k 6.08
Templeton Russia & East European Fund 0.9 $1.1M 111k 10.05
Liberty Broadband Corporation (LBRDA) 0.8 $1.0M 20k 50.95
Credit Suisse Nassau Brh invrs vix mdterm 0.8 $985k 21k 46.46
Sears Hometown and Outlet Stores 0.7 $883k 93k 9.50
Discovery Communications 0.6 $743k 24k 31.06
Lands' End (LE) 0.6 $740k 30k 24.82
Discovery Communications 0.6 $690k 21k 33.26
Nuveen Munpl Markt Opp Fund 0.2 $239k 19k 12.92
Nuveen Performance Plus Municipal Fund 0.2 $209k 15k 14.03
PINGTAN MARINE ENTERPRISE Lt 0.1 $86k 50k 1.73