Mad River Investors as of Dec. 31, 2018
Portfolio Holdings for Mad River Investors
Mad River Investors holds 28 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Trust | 34.4 | $31M | 58k | 541.64 | |
| Howard Hughes | 9.0 | $8.2M | 84k | 97.62 | |
| Berkshire Hathaway (BRK.B) | 6.3 | $5.7M | 28k | 204.17 | |
| Liberty Media Corp Delaware Com C Siriusxm | 5.6 | $5.1M | 137k | 36.98 | |
| Associated Cap Group Inc cl a (AC) | 5.5 | $5.0M | 142k | 35.23 | |
| Wheaton Precious Metals Corp (WPM) | 5.5 | $5.0M | 254k | 19.53 | |
| Civeo | 4.2 | $3.8M | 2.6M | 1.43 | |
| Gci Liberty Incorporated | 3.7 | $3.4M | 82k | 41.16 | |
| Liberty Broadband Cl C (LBRDK) | 3.6 | $3.3M | 46k | 72.02 | |
| Brookfield Asset Management | 3.2 | $2.9M | 76k | 38.35 | |
| Liberty Media Corp Delaware Com A Siriusxm | 2.6 | $2.4M | 65k | 36.80 | |
| Cme (CME) | 2.4 | $2.1M | 11k | 188.14 | |
| CACI International (CACI) | 1.8 | $1.6M | 11k | 144.01 | |
| CBOE Holdings (CBOE) | 1.6 | $1.5M | 15k | 97.80 | |
| Liberty Media Corp Series C Li | 1.6 | $1.5M | 47k | 30.70 | |
| Echostar Corporation (SATS) | 1.3 | $1.1M | 31k | 36.73 | |
| Liberty Broadband Corporation (LBRDA) | 1.3 | $1.1M | 16k | 71.80 | |
| Rli (RLI) | 1.2 | $1.1M | 16k | 69.01 | |
| DISH Network | 1.0 | $940k | 38k | 24.98 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.9 | $788k | 53k | 14.88 | |
| Mammoth Energy Svcs (TUSK) | 0.6 | $536k | 30k | 17.99 | |
| Liberty Media Corp Del Com Ser | 0.5 | $478k | 16k | 29.73 | |
| 3M Company (MMM) | 0.5 | $404k | 2.1k | 190.75 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.5 | $407k | 33k | 12.30 | |
| Navigator Holdings Ltd Com Stk (NVGS) | 0.4 | $399k | 42k | 9.41 | |
| UnitedHealth (UNH) | 0.4 | $336k | 1.4k | 248.89 | |
| Walt Disney Company (DIS) | 0.3 | $263k | 2.4k | 109.58 | |
| PINGTAN MARINE ENTERPRISE Lt | 0.1 | $127k | 50k | 2.55 |
