Mad River Investors

Companies in the Mad River Investors portfolio as of December 2016 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Texas Pacific Land Trust (TPL) 15.92 41565 296.76
Howard Hughes (HHC) 12.85 87268 114.10
Icahn Enterprises (IEP) 10.53 136159 59.92
Berkshire Hathaway (BRK.B) 8.21 39004 162.98
Liberty Media Corp Delaware Com C Siriusxm 6.26 142941 33.92
Silver Wheaton Corp 6.06 242950 19.32
Liberty Broadband Cl C 4.43 46282 74.07
Liberty Ventures - Ser A 3.83 80408 36.87
DISH Network (DISH) 3.52 47025 57.93
Brookfield Asset Management (BAM.A) 3.34 78351 33.01
Echostar Corporation (SATS) 3.28 49500 51.39
Liberty Media Corp Delaware Com A Siriusxm 3.05 68450 34.52
Green Brick Partners 2.44 188050 10.05
Continental Resources (CLR) 2.42 36338 51.54
Platform Specialty Prods Cor 1.95 154275 9.81
Liberty Broadband Corporation 1.55 16522 72.45
Lions Gate Entmnt Corp cl b non vtg 1.45 45680 24.54
Liberty Media Corp Series C Li 1.44 35638 31.34
Sears Holdings Corporation (SHLD) 1.13 94550 9.29
Pershing Gold 0.92 217588 3.27
Navigator Holdings Ltd Com Stk 0.82 68700 9.30
Liberty Media Corp Del Com Ser 0.69 17082 31.38
RLI (RLI) 0.64 7810 63.12
Nuveen Insured Tax-Free Adv Munici Fd (NEA) 0.57 33097 13.35
Liberty Expedia Holdings ser a 0.57 11229 39.63
* Commercehub Inc Com Ser C stock 0.51 26267 15.04
Johnson & Johnson (JNJ) 0.36 2400 115.42
Walt Disney Company (DIS) 0.32 2400 104.17
Sears Canada 0.25 111666 1.70
Commercehub Inc Com Ser A stock 0.25 13110 15.03
Emergent Cap Inc Com Added 0.22 141374 1.21
PINGTAN MARINE ENTERPRISE Lt shs 0.11 49769 1.75
Sears Hldgs Corp *w exp 12/15/201 0.11 23440 3.54