Mad River Investors as of Sept. 30, 2013
Portfolio Holdings for Mad River Investors
Mad River Investors holds 35 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Media | 10.0 | $13M | 85k | 147.15 | |
| Howard Hughes | 8.7 | $11M | 98k | 112.37 | |
| Icahn Enterprises (IEP) | 7.2 | $9.0M | 109k | 83.27 | |
| Rouse Pptys | 6.1 | $7.7M | 375k | 20.58 | |
| Wendy's/arby's Group (WEN) | 5.9 | $7.5M | 879k | 8.48 | |
| Libertyinteractivecorp lbtventcoma | 5.0 | $6.2M | 71k | 88.16 | |
| Sears Holdings Corporation | 4.5 | $5.7M | 96k | 59.49 | |
| Berkshire Hathaway (BRK.B) | 4.3 | $5.4M | 48k | 113.52 | |
| AutoNation (AN) | 4.2 | $5.3M | 103k | 52.17 | |
| DreamWorks Animation SKG | 4.2 | $5.3M | 187k | 28.46 | |
| Liberty Media | 3.1 | $3.8M | 164k | 23.47 | |
| Pimco Dynamic Incm Fund (PDI) | 3.1 | $3.8M | 134k | 28.69 | |
| Leucadia National | 2.9 | $3.7M | 136k | 27.24 | |
| Continental Resources | 2.8 | $3.6M | 33k | 107.25 | |
| Texas Pacific Land Trust | 2.6 | $3.3M | 40k | 84.52 | |
| & PROD CO shares Brookfield | 2.5 | $3.1M | 135k | 23.04 | |
| Brookfield Asset Management | 2.4 | $3.0M | 81k | 37.40 | |
| Live Nation Entertainment (LYV) | 1.9 | $2.5M | 133k | 18.55 | |
| Starz - Liberty Capital | 1.9 | $2.4M | 84k | 28.14 | |
| Las Vegas Sands (LVS) | 1.8 | $2.2M | 34k | 66.42 | |
| Jarden Corporation | 1.6 | $2.0M | 42k | 48.40 | |
| DISH Network | 1.6 | $2.0M | 44k | 45.01 | |
| Sears Hometown and Outlet Stores | 1.5 | $1.9M | 59k | 31.74 | |
| Ascent Media Corporation | 1.4 | $1.7M | 22k | 80.60 | |
| Novo Nordisk A/S (NVO) | 1.4 | $1.7M | 10k | 169.22 | |
| CBOE Holdings (CBOE) | 1.4 | $1.7M | 38k | 45.23 | |
| IAC/InterActive | 1.3 | $1.6M | 29k | 54.68 | |
| Burger King Worldwide | 1.2 | $1.5M | 79k | 19.52 | |
| Oaktree Cap | 1.1 | $1.4M | 26k | 52.33 | |
| Wynn Resorts (WYNN) | 1.1 | $1.4M | 8.6k | 158.02 | |
| J.C. Penney Company | 0.5 | $628k | 71k | 8.81 | |
| Mcewen Mining | 0.4 | $521k | 217k | 2.40 | |
| Nuveen Munpl Markt Opp Fund | 0.2 | $227k | 19k | 12.27 | |
| Nuveen Performance Plus Municipal Fund | 0.2 | $201k | 15k | 13.49 | |
| PINGTAN MARINE ENTERPRISE Lt | 0.1 | $101k | 50k | 2.03 |
