Mad River Investors as of June 30, 2014
Portfolio Holdings for Mad River Investors
Mad River Investors holds 35 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Howard Hughes | 11.6 | $16M | 100k | 157.83 | |
Liberty Media | 8.6 | $12M | 86k | 136.68 | |
Icahn Enterprises (IEP) | 8.3 | $11M | 113k | 99.69 | |
Libertyinteractivecorp lbtventcoma | 7.5 | $10M | 139k | 73.80 | |
Wendy's/arby's Group (WEN) | 5.5 | $7.6M | 886k | 8.53 | |
Texas Pacific Land Trust | 4.7 | $6.4M | 40k | 160.11 | |
Berkshire Hathaway (BRK.B) | 4.5 | $6.2M | 49k | 126.56 | |
Sears Holdings Corporation | 4.2 | $5.7M | 143k | 39.96 | |
Continental Resources | 3.9 | $5.3M | 33k | 158.03 | |
Liberty Media | 3.6 | $4.9M | 167k | 29.36 | |
DreamWorks Animation SKG | 3.3 | $4.5M | 195k | 23.26 | |
Pimco Dynamic Incm Fund (PDI) | 3.2 | $4.3M | 127k | 34.09 | |
Oaktree Cap | 2.5 | $3.5M | 69k | 50.00 | |
Sears Hometown and Outlet Stores | 2.5 | $3.4M | 158k | 21.47 | |
Live Nation Entertainment (LYV) | 2.5 | $3.3M | 135k | 24.69 | |
Brookfield Asset Management | 2.3 | $3.1M | 71k | 44.02 | |
Platform Specialty Prods Cor | 2.2 | $3.0M | 107k | 28.03 | |
DISH Network | 2.1 | $2.9M | 45k | 65.07 | |
& PROD CO shares Brookfield | 2.1 | $2.9M | 141k | 20.75 | |
Starz - Liberty Capital | 1.8 | $2.5M | 84k | 29.79 | |
Burger King Worldwide | 1.6 | $2.2M | 82k | 27.22 | |
IAC/InterActive | 1.5 | $2.1M | 30k | 69.23 | |
Imperial Holdings | 1.5 | $2.0M | 298k | 6.82 | |
Templeton Russia & East European Fund | 1.5 | $2.0M | 132k | 15.26 | |
Discovery Communications | 1.3 | $1.7M | 24k | 74.28 | |
Tri Pointe Homes (TPH) | 1.3 | $1.7M | 110k | 15.72 | |
Lands' End (LE) | 1.0 | $1.3M | 39k | 33.59 | |
Credit Suisse Nassau Brh invrs vix mdterm | 0.8 | $1.2M | 25k | 46.50 | |
Rouse Pptys | 0.7 | $907k | 53k | 17.12 | |
Ascent Media Corporation | 0.6 | $844k | 13k | 66.01 | |
Mcewen Mining | 0.5 | $608k | 211k | 2.88 | |
Nuveen Performance Plus Municipal Fund | 0.2 | $315k | 22k | 14.65 | |
Pepsi (PEP) | 0.2 | $304k | 3.4k | 89.41 | |
Nuveen Munpl Markt Opp Fund | 0.2 | $271k | 20k | 13.35 | |
PINGTAN MARINE ENTERPRISE Lt | 0.1 | $127k | 50k | 2.55 |