MRM-Horizon Advisors

Mad River Investors as of June 30, 2017

Portfolio Holdings for Mad River Investors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Pacific Land Trust 15.3 $13M 45k 293.79
Howard Hughes 12.5 $11M 88k 122.84
Berkshire Hathaway (BRK.B) 7.4 $6.4M 38k 169.37
Liberty Media Corp Delaware Com C Siriusxm 6.9 $5.9M 142k 41.70
Icahn Enterprises (IEP) 6.6 $5.6M 109k 51.66
Wheaton Precious Metals Corp (WPM) 5.6 $4.8M 244k 19.89
Liberty Ventures - Ser A 5.2 $4.4M 85k 52.29
Liberty Broadband Cl C (LBRDK) 4.7 $4.1M 47k 86.74
Civeo 4.1 $3.5M 1.7M 2.10
Echostar Corporation (SATS) 3.9 $3.3M 55k 60.70
Associated Cap Group Inc cl a (AC) 3.6 $3.1M 92k 34.01
DISH Network 3.5 $3.0M 49k 62.77
Brookfield Asset Management 3.5 $3.0M 77k 39.22
Liberty Media Corp Delaware Com A Siriusxm 3.3 $2.8M 68k 41.98
Lions Gate Entmnt Corp cl b non vtg (LGF.B) 2.2 $1.9M 72k 26.27
Liberty Media Corp Series C Li 2.0 $1.7M 47k 36.61
Green Brick Partners (GRBK) 1.8 $1.5M 135k 11.45
Liberty Broadband Corporation (LBRDA) 1.6 $1.4M 16k 85.81
Platform Specialty Prods Cor 1.4 $1.2M 97k 12.68
Continental Resources 1.3 $1.1M 35k 32.33
Liberty Media Corp Del Com Ser 0.7 $590k 17k 35.04
Navigator Holdings Ltd Com Stk (NVGS) 0.6 $546k 66k 8.30
Nuveen Insured Tax-Free Adv Munici (NEA) 0.5 $453k 33k 13.69
Rli (RLI) 0.5 $427k 7.8k 54.67
Pershing Gold 0.5 $398k 143k 2.79
Walt Disney Company (DIS) 0.3 $255k 2.4k 106.25
PINGTAN MARINE ENTERPRISE Lt 0.2 $197k 50k 3.96
Sears Hldgs Corp *w exp 12/15/201 0.0 $37k 17k 2.13