Mad River Investors

Companies in the Mad River Investors portfolio as of June 2014 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Howard Hughes (HHC) 11.55 99669 157.83
Liberty Media 8.63 86033 136.68
Icahn Enterprises (IEP) 8.26 112847 99.69
Libertyinteractivecorp lbtventcoma 7.53 139090 73.80
Wendy's/arby's Group 5.54 885525 8.53
Texas Pacific Land Trust (TPL) 4.71 40079 160.11
Berkshire Hathaway (BRK.B) 4.55 49030 126.56
Sears Holdings Corporation (SHLD) 4.19 142938 39.96
Continental Resources (CLR) 3.86 33310 158.03
Liberty Media (LINTA) 3.60 166950 29.36
DreamWorks Animation SKG (DWA) 3.33 195275 23.26
Pimco Dynamic Incm Fund 3.16 126475 34.09
Oaktree Cap 2.54 69200 50.00
Sears Hometown and Outlet Stores 2.49 157903 21.47
Live Nation Entertainment (LYV) 2.45 135225 24.69
Brookfield Asset Management (BAM.A) 2.28 70711 44.02
Platform Specialty Prods Cor 2.20 106775 28.03
DISH Network (DISH) 2.15 45025 65.07
& PROD CO shares Brookfield 2.15 141125 20.75
Starz - Liberty Capital stock 1.83 83719 29.79
Burger King Worldwide 1.65 82425 27.22
IAC/InterActive (IACI) 1.51 29625 69.23
Imperial Holdings Inc 1.49 298300 6.82
Templeton Russia & East European Fund (TRF) 1.48 132000 15.26
Discovery Communications (DISCA) 1.28 23545 74.28
Tri Pointe Homes 1.27 109925 15.72
Lands' End 0.97 39415 33.59
Credit Suisse Nassau Brh invrs vix mdterm 0.85 24925 46.50
Rouse Pptys 0.67 52985 17.12
Ascent Media Corporation (ASCMA) 0.62 12785 66.01
MCEWEN MINING 0.45 210987 2.88
Nuveen Performance Plus Municipal Fund (NPP) 0.23 21500 14.65
Pepsi (PEP) 0.22 3400 89.41
Nuveen Munpl Markt Opp Fund (NMO) 0.20 20300 13.35
PINGTAN MARINE ENTERPRISE Lt shs 0.09 49769 2.55