Mad River Investors as of Sept. 30, 2018
Portfolio Holdings for Mad River Investors
Mad River Investors holds 28 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Trust | 38.4 | $50M | 58k | 862.57 | |
| Civeo | 9.4 | $12M | 2.9M | 4.15 | |
| Howard Hughes | 8.2 | $11M | 85k | 124.23 | |
| Associated Cap Group Inc cl a (AC) | 4.7 | $6.1M | 144k | 42.55 | |
| Berkshire Hathaway (BRK.B) | 4.7 | $6.0M | 28k | 214.09 | |
| Liberty Media Corp Delaware Com C Siriusxm | 4.6 | $6.0M | 138k | 43.45 | |
| Wheaton Precious Metals Corp (WPM) | 3.5 | $4.5M | 256k | 17.50 | |
| Gci Liberty Incorporated | 3.3 | $4.2M | 83k | 50.99 | |
| Liberty Broadband Cl C (LBRDK) | 3.0 | $3.9M | 46k | 84.30 | |
| Brookfield Asset Management | 2.6 | $3.4M | 76k | 44.53 | |
| Liberty Media Corp Delaware Com A Siriusxm | 2.2 | $2.8M | 65k | 43.43 | |
| Echostar Corporation (SATS) | 2.0 | $2.5M | 55k | 46.36 | |
| CACI International (CACI) | 1.6 | $2.1M | 11k | 184.16 | |
| Cme (CME) | 1.5 | $1.9M | 11k | 170.21 | |
| Liberty Media Corp Series C Li | 1.4 | $1.8M | 48k | 37.20 | |
| DISH Network | 1.3 | $1.7M | 47k | 35.75 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 1.3 | $1.7M | 71k | 23.30 | |
| Mammoth Energy Svcs (TUSK) | 1.2 | $1.6M | 53k | 29.10 | |
| CBOE Holdings (CBOE) | 1.1 | $1.5M | 15k | 95.98 | |
| Liberty Broadband Corporation (LBRDA) | 1.1 | $1.4M | 16k | 84.36 | |
| Rli (RLI) | 0.9 | $1.2M | 16k | 78.55 | |
| Navigator Holdings Ltd Com Stk (NVGS) | 0.6 | $716k | 59k | 12.09 | |
| Liberty Media Corp Del Com Ser | 0.5 | $587k | 17k | 35.61 | |
| 3M Company (MMM) | 0.3 | $446k | 2.1k | 210.58 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.3 | $419k | 33k | 12.66 | |
| UnitedHealth (UNH) | 0.3 | $359k | 1.4k | 265.93 | |
| Walt Disney Company (DIS) | 0.2 | $281k | 2.4k | 117.08 | |
| PINGTAN MARINE ENTERPRISE Lt | 0.1 | $111k | 50k | 2.23 |
