MRM-Horizon Advisors

Mad River Investors as of Dec. 31, 2014

Portfolio Holdings for Mad River Investors

Mad River Investors holds 39 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Howard Hughes 10.2 $13M 98k 130.42
Icahn Enterprises Dep U (IEP) 8.4 $11M 114k 92.47
Wendy's/arby's Group (WEN) 6.3 $7.9M 873k 9.03
Berkshire Hathaway Inc Del CL B 5.5 $6.9M 46k 150.15
Liberty Interactive Corp Com A 4.8 $6.0M 158k 37.72
Liberty Media Corp Delaware Com C 4.7 $5.8M 167k 35.03
Tri Pointe Homes (TPH) 4.1 $5.1M 333k 15.25
Liberty Interactive Corp Com A 3.8 $4.8M 164k 29.42
Texas Pac Ld Tr Sub Ctf Prop I T 3.8 $4.7M 40k 118.00
Sears Holdings Corporation 3.6 $4.5M 137k 32.98
Dreamworks Animation Skg Cl A 3.4 $4.3M 191k 22.33
Liberty Tripadvisor Hldgs In Com A (LTRPA) 2.9 $3.6M 135k 26.90
& PROD CO shares Brookfield 2.6 $3.3M 137k 24.06
Live Nation Entertainment (LYV) 2.6 $3.3M 125k 26.11
Dish Network Corp Cl A 2.6 $3.2M 45k 72.88
Restaurant Brands Intl Inc Com equity / large cap (QSR) 2.5 $3.1M 79k 39.03
Pimco Dynamic Income SHS (PDI) 2.4 $3.1M 99k 30.75
Brookfield Asset Mgmt Cl A 2.3 $2.9M 59k 50.14
Liberty Media Corp Delaware Cl A 2.3 $2.9M 82k 35.28
Continental Resources 2.0 $2.5M 66k 38.36
Platform Specialty Prods Cor 2.0 $2.5M 107k 23.22
Starz Com A 1.9 $2.4M 82k 29.70
Lands' End (LE) 1.7 $2.1M 39k 53.97
Liberty Broadband Corp Com C (LBRDK) 1.7 $2.1M 42k 49.82
Sears Canada (SRSCQ) 1.6 $1.9M 203k 9.62
Imperial Holdings 1.5 $1.8M 280k 6.52
Par Petroleum (PARR) 1.5 $1.8M 112k 16.25
IAC/InterActive 1.4 $1.8M 29k 60.79
Sears Hometown and Outlet Stores 1.3 $1.6M 120k 13.15
Liberty Broadband Corp Com A (LBRDA) 0.8 $1.0M 20k 50.09
Templeton Russia & East European Fund 0.8 $1.0M 112k 9.00
Credit Suisse Nassau Brh Idx 0.7 $898k 22k 41.77
Discovery Communicatns Com A 0.6 $713k 21k 34.29
Discovery Communicatns Com C 0.6 $705k 21k 33.90
Sears Hldgs Corp Warr 0.5 $579k 28k 20.89
Green Brick Partners (GRBK) 0.4 $472k 58k 8.21
Nuveen Munpl Markt Opp Fund 0.2 $252k 19k 13.62
Nuveen Performance Plus Municipal Fund 0.2 $220k 15k 14.77
Pingtan Marine Enterprise Lt SHS 0.1 $138k 50k 2.77