Mad River Investors

Companies in the Mad River Investors portfolio as of December 2013 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Liberty Media 9.35 85806 146.32
Icahn Enterprises (IEP) 9.02 110727 109.41
Howard Hughes (HHC) 8.96 100137 120.10
Libertyinteractivecorp lbtventcoma 6.43 70430 122.59
Rouse Pptys 6.26 378963 22.19
Wendy's/arby's Group 5.75 884975 8.72
DreamWorks Animation SKG (DWA) 5.07 191550 35.50
Sears Holdings Corporation (SHLD) 4.32 118135 49.04
Berkshire Hathaway (BRK.B) 4.21 47655 118.56
Leucadia National (LUK) 3.94 186758 28.34
Liberty Media (LINTA) 3.63 166025 29.35
Texas Pacific Land Trust (TPL) 3.02 40559 99.81
Pimco Dynamic Incm Fund 2.86 131575 29.13
Continental Resources (CLR) 2.85 34010 112.53
& PROD CO shares Brookfield 2.49 138425 24.19
Brookfield Asset Management (BAM.A) 2.37 82108 38.83
AutoNation (AN) 2.35 63450 49.69
Live Nation Entertainment (LYV) 1.99 135500 19.76
DISH Network (DISH) 1.94 44975 57.92
Las Vegas Sands (LVS) 1.85 31400 78.89
Starz - Liberty Capital stock 1.83 84044 29.23
IAC/InterActive (IACI) 1.52 29625 68.66
Ascent Media Corporation (ASCMA) 1.40 22035 85.55
Burger King Worldwide 1.38 80850 22.86
Wynn Resorts (WYNN) 1.17 8070 194.18
Oaktree Cap 1.16 26475 58.85
Sears Hometown and Outlet Stores 1.13 59549 25.49
Jarden Corporation (JAH) 1.01 22129 61.37
MCEWEN MINING 0.31 210872 1.96
Nuveen Munpl Markt Opp Fund (NMO) 0.17 18500 12.00
Nuveen Performance Plus Municipal Fund (NPP) 0.15 14900 13.56
PINGTAN MARINE ENTERPRISE Lt shs 0.12 49769 3.17