Mad River Investors as of Sept. 30, 2017
Portfolio Holdings for Mad River Investors
Mad River Investors holds 25 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Trust | 25.2 | $24M | 58k | 404.10 | |
| Howard Hughes | 10.9 | $10M | 86k | 117.93 | |
| Civeo | 6.6 | $6.2M | 2.2M | 2.85 | |
| Liberty Media Corp Delaware Com C Siriusxm | 6.3 | $5.9M | 140k | 41.87 | |
| Berkshire Hathaway (BRK.B) | 5.9 | $5.5M | 30k | 183.33 | |
| Liberty Ventures - Ser A | 5.1 | $4.8M | 83k | 57.55 | |
| Wheaton Precious Metals Corp (WPM) | 4.9 | $4.6M | 241k | 19.09 | |
| Liberty Broadband Cl C (LBRDK) | 4.7 | $4.4M | 46k | 95.31 | |
| Icahn Enterprises (IEP) | 4.3 | $4.0M | 73k | 54.86 | |
| Associated Cap Group Inc cl a (AC) | 3.5 | $3.3M | 92k | 35.69 | |
| Brookfield Asset Management | 3.4 | $3.2M | 77k | 41.30 | |
| Echostar Corporation (SATS) | 3.4 | $3.1M | 55k | 57.23 | |
| Liberty Media Corp Delaware Com A Siriusxm | 3.0 | $2.8M | 68k | 41.89 | |
| DISH Network | 2.8 | $2.6M | 49k | 54.24 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 2.4 | $2.3M | 71k | 31.80 | |
| Liberty Media Corp Series C Li | 1.9 | $1.8M | 47k | 38.08 | |
| Liberty Broadband Corporation (LBRDA) | 1.6 | $1.5M | 16k | 94.19 | |
| Rli (RLI) | 1.0 | $896k | 16k | 57.36 | |
| Navigator Holdings Ltd Com Stk (NVGS) | 0.8 | $730k | 66k | 11.09 | |
| Liberty Media Corp Del Com Ser | 0.7 | $614k | 17k | 36.46 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.5 | $458k | 33k | 13.84 | |
| Pershing Gold | 0.5 | $421k | 143k | 2.95 | |
| 3M Company (MMM) | 0.3 | $241k | 1.1k | 210.30 | |
| Walt Disney Company (DIS) | 0.2 | $237k | 2.4k | 98.75 | |
| PINGTAN MARINE ENTERPRISE Lt | 0.1 | $143k | 50k | 2.87 |
