MRM-Horizon Advisors

Mad River Investors as of March 31, 2018

Portfolio Holdings for Mad River Investors

Mad River Investors holds 28 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Pacific Land Trust 28.2 $29M 58k 505.42
Howard Hughes 11.7 $12M 87k 139.12
Civeo 10.7 $11M 2.9M 3.77
Berkshire Hathaway (BRK.B) 5.5 $5.7M 29k 199.48
Liberty Media Corp Delaware Com C Siriusxm 5.5 $5.6M 138k 40.85
Wheaton Precious Metals Corp (WPM) 5.0 $5.2M 255k 20.37
Gci Liberty Incorporated 4.3 $4.4M 84k 52.86
Liberty Broadband Cl C (LBRDK) 3.8 $4.0M 46k 85.68
Associated Cap Group Inc cl a (AC) 3.3 $3.5M 92k 37.46
Brookfield Asset Management 2.9 $3.0M 77k 39.00
Echostar Corporation (SATS) 2.8 $2.9M 55k 52.77
Liberty Media Corp Delaware Com A Siriusxm 2.6 $2.7M 65k 41.09
DISH Network 1.9 $1.9M 51k 37.89
Cme (CME) 1.8 $1.8M 11k 161.74
CBOE Holdings (CBOE) 1.7 $1.7M 15k 114.07
Lions Gate Entmnt Corp cl b non vtg (LGF.B) 1.7 $1.7M 71k 24.09
Liberty Media Corp Series C Li 1.4 $1.5M 48k 30.86
Liberty Broadband Corporation (LBRDA) 1.3 $1.4M 16k 84.79
Rli (RLI) 0.9 $990k 16k 63.38
Navigator Holdings Ltd Com Stk (NVGS) 0.7 $737k 63k 11.75
Liberty Media Corp Del Com Ser 0.5 $483k 17k 29.30
3M Company (MMM) 0.5 $465k 2.1k 219.55
Nuveen Insured Tax-Free Adv Munici (NEA) 0.4 $430k 33k 12.99
UnitedHealth (UNH) 0.3 $289k 1.4k 214.07
Pershing Gold 0.3 $280k 137k 2.05
Walt Disney Company (DIS) 0.2 $241k 2.4k 100.42
Johnson & Johnson (JNJ) 0.1 $154k 1.2k 128.33
PINGTAN MARINE ENTERPRISE Lt 0.1 $148k 50k 2.97