MRM-Horizon Advisors

Mad River Investors as of March 31, 2017

Portfolio Holdings for Mad River Investors

Mad River Investors holds 28 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Pacific Land Trust 13.8 $12M 42k 279.76
Howard Hughes 12.1 $10M 88k 117.25
Icahn Enterprises (IEP) 8.9 $7.5M 147k 51.24
Berkshire Hathaway (BRK.B) 7.5 $6.3M 38k 166.68
Liberty Media Corp Delaware Com C Siriusxm 6.5 $5.5M 143k 38.78
Silver Wheaton Corp 6.0 $5.1M 245k 20.84
Liberty Broadband Cl C (LBRDK) 4.8 $4.1M 47k 86.40
Liberty Ventures - Ser A 4.5 $3.8M 85k 44.49
Associated Cap Group Inc cl a (AC) 4.0 $3.4M 93k 36.16
Echostar Corporation (SATS) 3.7 $3.2M 56k 56.95
DISH Network 3.6 $3.0M 48k 63.49
Brookfield Asset Management 3.3 $2.8M 77k 36.46
Liberty Media Corp Delaware Com A Siriusxm 3.1 $2.6M 68k 38.92
Platform Specialty Prods Cor 2.3 $1.9M 147k 13.02
Green Brick Partners (GRBK) 2.1 $1.8M 183k 9.95
Civeo 2.1 $1.8M 594k 2.99
Lions Gate Entmnt Corp cl b non vtg (LGF.B) 2.1 $1.8M 72k 24.38
Continental Resources 1.9 $1.6M 36k 45.41
Liberty Media Corp Series C Li 1.9 $1.6M 47k 34.16
Liberty Broadband Corporation (LBRDA) 1.6 $1.4M 16k 85.10
Navigator Holdings Ltd Com Stk (NVGS) 1.1 $914k 67k 13.74
Pershing Gold 0.7 $581k 205k 2.84
Liberty Media Corp Del Com Ser 0.7 $554k 17k 32.70
Rli (RLI) 0.6 $469k 7.8k 60.05
Nuveen Insured Tax-Free Adv Munici (NEA) 0.5 $442k 33k 13.35
Walt Disney Company (DIS) 0.3 $272k 2.4k 113.33
PINGTAN MARINE ENTERPRISE Lt 0.3 $239k 50k 4.80
Sears Hldgs Corp *w exp 12/15/201 0.1 $52k 18k 2.97