MRM-Horizon Advisors

Mad River Investors as of March 31, 2016

Portfolio Holdings for Mad River Investors

Mad River Investors holds 31 positions in its portfolio as reported in the March 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Howard Hughes 12.6 $10M 95k 105.89
Icahn Enterprises (IEP) 9.4 $7.6M 120k 63.05
Berkshire Hathaway (BRK.B) 7.8 $6.2M 44k 141.88
Texas Pacific Land Trust 7.6 $6.1M 42k 145.51
Liberty Media Corp Del Com Ser C 7.5 $6.0M 159k 38.09
Libertyinteractivecorp lbtventcoma 7.3 $5.8M 149k 39.12
DreamWorks Animation SKG 5.5 $4.4M 177k 24.95
Silver Wheaton Corp 5.5 $4.4M 265k 16.58
Liberty Media 3.7 $3.0M 77k 38.63
Liberty Broadband Cl C (LBRDK) 3.7 $3.0M 51k 57.94
Brookfield Asset Management 3.6 $2.9M 82k 34.79
Platform Specialty Prods Cor 2.9 $2.3M 270k 8.60
Echostar Corporation (SATS) 2.7 $2.2M 49k 44.29
DISH Network 2.6 $2.1M 45k 46.25
Sears Holdings Corporation 2.5 $2.0M 132k 15.31
Starz - Liberty Capital 2.5 $2.0M 77k 26.33
Continental Resources 2.1 $1.7M 55k 30.36
Green Brick Partners (GRBK) 2.0 $1.6M 211k 7.59
Emergent Cap 1.7 $1.4M 338k 4.02
Liberty Broadband Corporation (LBRDA) 1.4 $1.1M 19k 58.17
Pershing Gold 1.2 $968k 245k 3.95
Atlas Energy Group Llc m 1.0 $793k 1.6M 0.50
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.7 $536k 14k 38.84
Rli (RLI) 0.7 $522k 7.8k 66.84
Sears Canada (SRSCQ) 0.6 $507k 181k 2.80
Johnson & Johnson (JNJ) 0.3 $260k 2.4k 108.33
Walt Disney Company (DIS) 0.3 $238k 2.4k 99.17
Nuveen Munpl Markt Opp Fund 0.3 $239k 17k 14.23
Nuveen Performance Plus Municipal Fund 0.3 $234k 15k 15.70
Sears Hldgs Corp *w exp 12/15/201 0.1 $116k 26k 4.43
PINGTAN MARINE ENTERPRISE Lt 0.1 $63k 50k 1.27