Mad River Investors as of June 30, 2018
Portfolio Holdings for Mad River Investors
Mad River Investors holds 29 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Trust | 33.4 | $40M | 58k | 695.35 | |
| Civeo | 10.7 | $13M | 3.0M | 4.36 | |
| Howard Hughes | 9.4 | $11M | 86k | 132.50 | |
| Liberty Media Corp Delaware Com C Siriusxm | 5.2 | $6.3M | 138k | 45.36 | |
| Wheaton Precious Metals Corp (WPM) | 4.7 | $5.7M | 256k | 22.06 | |
| Berkshire Hathaway (BRK.B) | 4.4 | $5.3M | 28k | 186.67 | |
| Associated Cap Group Inc cl a (AC) | 4.3 | $5.2M | 138k | 37.95 | |
| Gci Liberty Incorporated | 3.1 | $3.7M | 83k | 45.08 | |
| Liberty Broadband Cl C (LBRDK) | 2.9 | $3.5M | 46k | 75.71 | |
| Brookfield Asset Management | 2.5 | $3.1M | 76k | 40.54 | |
| Liberty Media Corp Delaware Com A Siriusxm | 2.4 | $2.9M | 65k | 45.06 | |
| Echostar Corporation (SATS) | 2.0 | $2.5M | 55k | 44.41 | |
| Mammoth Energy Svcs (TUSK) | 1.6 | $2.0M | 58k | 33.95 | |
| CACI International (CACI) | 1.6 | $1.9M | 11k | 168.57 | |
| Cme (CME) | 1.6 | $1.9M | 11k | 163.94 | |
| Liberty Media Corp Series C Li | 1.5 | $1.8M | 48k | 37.13 | |
| DISH Network | 1.4 | $1.7M | 50k | 33.61 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 1.4 | $1.7M | 71k | 23.46 | |
| CBOE Holdings (CBOE) | 1.3 | $1.6M | 15k | 104.04 | |
| Liberty Broadband Corporation (LBRDA) | 1.0 | $1.2M | 16k | 75.67 | |
| Rli (RLI) | 0.9 | $1.0M | 16k | 66.20 | |
| Navigator Holdings Ltd Com Stk (NVGS) | 0.6 | $770k | 61k | 12.64 | |
| Liberty Media Corp Del Com Ser | 0.5 | $582k | 17k | 35.31 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.4 | $431k | 33k | 13.02 | |
| 3M Company (MMM) | 0.3 | $417k | 2.1k | 196.88 | |
| UnitedHealth (UNH) | 0.3 | $331k | 1.4k | 245.19 | |
| Walt Disney Company (DIS) | 0.2 | $252k | 2.4k | 105.00 | |
| Pershing Gold | 0.2 | $245k | 134k | 1.83 | |
| PINGTAN MARINE ENTERPRISE Lt | 0.1 | $161k | 50k | 3.23 |
