Mad River Investors as of Sept. 30, 2015
Portfolio Holdings for Mad River Investors
Mad River Investors holds 33 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Howard Hughes | 13.1 | $11M | 98k | 114.74 | |
| Icahn Enterprises (IEP) | 9.4 | $8.1M | 121k | 67.02 | |
| Libertyinteractivecorp lbtventcoma | 7.3 | $6.3M | 156k | 40.35 | |
| Liberty Media Corp Del Com Ser C | 6.6 | $5.7M | 165k | 34.46 | |
| Texas Pacific Land Trust | 6.5 | $5.6M | 40k | 140.24 | |
| Tri Pointe Homes (TPH) | 5.0 | $4.3M | 329k | 13.09 | |
| Liberty Media | 4.9 | $4.2M | 161k | 26.23 | |
| Sears Holdings Corporation | 3.9 | $3.3M | 147k | 22.60 | |
| DreamWorks Animation SKG | 3.8 | $3.2M | 186k | 17.45 | |
| Starz - Liberty Capital | 3.5 | $3.0M | 80k | 37.34 | |
| Live Nation Entertainment (LYV) | 3.4 | $2.9M | 121k | 24.04 | |
| Liberty Media | 3.4 | $2.9M | 81k | 35.72 | |
| Brookfield Asset Management | 3.2 | $2.7M | 87k | 31.44 | |
| Liberty Broadband Cl C (LBRDK) | 3.2 | $2.7M | 54k | 51.18 | |
| Echostar Corporation (SATS) | 3.2 | $2.7M | 63k | 43.02 | |
| DISH Network | 3.0 | $2.6M | 45k | 58.33 | |
| Green Brick Partners (GRBK) | 2.8 | $2.4M | 220k | 10.83 | |
| Emergent Cap | 2.2 | $1.9M | 351k | 5.45 | |
| Continental Resources | 2.2 | $1.9M | 65k | 28.97 | |
| Platform Specialty Prods Cor | 1.6 | $1.4M | 108k | 12.65 | |
| Sears Canada (SRSCQ) | 1.5 | $1.3M | 193k | 6.53 | |
| Liberty Broadband Corporation (LBRDA) | 1.2 | $1.0M | 20k | 51.44 | |
| Pershing Gold | 1.2 | $1.0M | 262k | 3.83 | |
| Credit Suisse Nassau Brh invrs vix mdterm | 0.9 | $775k | 21k | 37.53 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.6 | $496k | 14k | 35.94 | |
| Sears Hldgs Corp *w exp 12/15/201 | 0.6 | $478k | 27k | 17.50 | |
| Rli (RLI) | 0.5 | $418k | 7.8k | 53.52 | |
| Walt Disney Company (DIS) | 0.3 | $245k | 2.4k | 102.08 | |
| Johnson & Johnson (JNJ) | 0.3 | $224k | 2.4k | 93.33 | |
| Nuveen Munpl Markt Opp Fund | 0.3 | $220k | 17k | 13.10 | |
| Nuveen Performance Plus Municipal Fund | 0.2 | $211k | 15k | 14.16 | |
| Templeton Russia & East European Fund | 0.2 | $141k | 15k | 9.72 | |
| PINGTAN MARINE ENTERPRISE Lt | 0.1 | $81k | 50k | 1.63 |
