Mad River Investors as of Sept. 30, 2014
Portfolio Holdings for Mad River Investors
Mad River Investors holds 36 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Howard Hughes | 11.2 | $15M | 98k | 150.00 | |
Icahn Enterprises (IEP) | 9.2 | $12M | 114k | 105.84 | |
Liberty Media Corp Del Com Ser C | 6.1 | $8.0M | 170k | 46.99 | |
Texas Pacific Land Trust | 5.8 | $7.6M | 40k | 192.45 | |
Wendy's/arby's Group (WEN) | 5.5 | $7.2M | 873k | 8.26 | |
Berkshire Hathaway (BRK.B) | 4.8 | $6.3M | 46k | 138.14 | |
DreamWorks Animation SKG | 4.0 | $5.2M | 192k | 27.27 | |
Libertyinteractivecorp lbtventcoma | 3.9 | $5.1M | 136k | 37.96 | |
Liberty Media | 3.6 | $4.7M | 165k | 28.52 | |
Liberty Tripadvisor Hldgs (LTRPA) | 3.5 | $4.6M | 136k | 33.90 | |
Continental Resources | 3.3 | $4.4M | 66k | 66.47 | |
Tri Pointe Homes (TPH) | 3.3 | $4.3M | 334k | 12.94 | |
Liberty Media | 3.0 | $3.9M | 83k | 47.18 | |
Pimco Dynamic Incm Fund (PDI) | 2.8 | $3.6M | 115k | 31.56 | |
Sears Holdings Corporation | 2.7 | $3.6M | 142k | 25.23 | |
Live Nation Entertainment (LYV) | 2.3 | $3.0M | 126k | 24.02 | |
DISH Network | 2.2 | $2.9M | 44k | 64.58 | |
Brookfield Asset Management | 2.1 | $2.8M | 61k | 44.97 | |
Starz - Liberty Capital | 2.1 | $2.7M | 82k | 33.08 | |
Platform Specialty Prods Cor | 2.0 | $2.7M | 107k | 25.02 | |
& PROD CO shares Brookfield | 2.0 | $2.6M | 139k | 18.89 | |
Sears Hometown and Outlet Stores | 1.8 | $2.4M | 156k | 15.50 | |
Burger King Worldwide | 1.8 | $2.4M | 81k | 29.66 | |
Imperial Holdings | 1.7 | $2.2M | 339k | 6.51 | |
Par Petroleum (PARR) | 1.7 | $2.2M | 131k | 16.85 | |
IAC/InterActive | 1.5 | $1.9M | 29k | 65.90 | |
Templeton Russia & East European Fund | 1.2 | $1.6M | 130k | 12.60 | |
Lands' End (LE) | 1.2 | $1.6M | 38k | 41.12 | |
Oaktree Cap | 0.9 | $1.2M | 23k | 51.09 | |
Credit Suisse Nassau Brh invrs vix mdterm | 0.7 | $952k | 22k | 43.97 | |
Discovery Communications | 0.7 | $877k | 23k | 37.81 | |
Discovery Communications | 0.7 | $865k | 23k | 37.29 | |
Mcewen Mining | 0.3 | $390k | 199k | 1.96 | |
Nuveen Performance Plus Municipal Fund | 0.2 | $330k | 23k | 14.52 | |
Nuveen Munpl Markt Opp Fund | 0.2 | $292k | 22k | 13.27 | |
PINGTAN MARINE ENTERPRISE Lt | 0.1 | $112k | 50k | 2.25 |