MRM-Horizon Advisors as of June 30, 2013
Portfolio Holdings for MRM-Horizon Advisors
MRM-Horizon Advisors holds 34 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Howard Hughes | 9.6 | $11M | 97k | 112.09 | |
| Liberty Media | 9.5 | $11M | 85k | 126.76 | |
| Icahn Enterprises (IEP) | 6.8 | $7.8M | 107k | 72.77 | |
| Rouse Pptys | 6.4 | $7.3M | 372k | 19.62 | |
| Libertyinteractivecorp lbtventcoma | 5.3 | $6.0M | 71k | 85.00 | |
| Berkshire Hathaway (BRK.B) | 4.7 | $5.3M | 47k | 111.92 | |
| Wendy's/arby's Group (WEN) | 4.5 | $5.1M | 874k | 5.83 | |
| DreamWorks Animation SKG | 4.2 | $4.7M | 185k | 25.66 | |
| AutoNation (AN) | 4.0 | $4.5M | 105k | 43.39 | |
| Sears Holdings Corporation | 3.4 | $3.8M | 91k | 42.08 | |
| Liberty Media | 3.3 | $3.7M | 161k | 23.01 | |
| Leucadia National | 3.0 | $3.5M | 133k | 26.22 | |
| & PROD CO shares Brookfield | 2.6 | $3.0M | 135k | 22.06 | |
| Texas Pacific Land Trust | 2.6 | $2.9M | 35k | 84.44 | |
| Brookfield Asset Management | 2.6 | $2.9M | 67k | 43.80 | |
| Continental Resources | 2.5 | $2.9M | 33k | 86.06 | |
| Greenlight Capital Re Ltd cl a (GLRE) | 2.2 | $2.5M | 104k | 24.53 | |
| Sears Hometown and Outlet Stores | 2.2 | $2.5M | 58k | 43.71 | |
| Winthrop Realty Trust | 2.0 | $2.3M | 193k | 12.03 | |
| CBOE Holdings (CBOE) | 1.9 | $2.2M | 46k | 46.65 | |
| Live Nation Entertainment (LYV) | 1.8 | $2.1M | 133k | 15.50 | |
| Jarden Corporation | 1.6 | $1.9M | 43k | 43.75 | |
| DISH Network | 1.6 | $1.9M | 44k | 42.52 | |
| Starz - Liberty Capital | 1.6 | $1.9M | 84k | 22.10 | |
| Las Vegas Sands (LVS) | 1.6 | $1.8M | 35k | 52.94 | |
| Novo Nordisk A/S (NVO) | 1.4 | $1.6M | 11k | 154.92 | |
| Burger King Worldwide | 1.4 | $1.5M | 64k | 24.18 | |
| IAC/InterActive | 1.2 | $1.4M | 29k | 47.58 | |
| Oaktree Cap | 1.2 | $1.4M | 26k | 52.55 | |
| J.C. Penney Company | 1.1 | $1.2M | 72k | 17.08 | |
| Wynn Resorts (WYNN) | 1.0 | $1.1M | 8.7k | 127.94 | |
| Lennar Corporation (LEN) | 0.9 | $1.0M | 29k | 36.04 | |
| Mcewen Mining | 0.3 | $347k | 207k | 1.68 | |
| Nuveen Munpl Markt Opp Fund | 0.1 | $134k | 10k | 13.01 |
