Mad River Investors as of March 31, 2019
Portfolio Holdings for Mad River Investors
Mad River Investors holds 29 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Trust | 39.3 | $44M | 57k | 773.65 | |
| Howard Hughes | 8.1 | $9.1M | 83k | 110.00 | |
| Civeo | 5.6 | $6.3M | 3.0M | 2.10 | |
| Wheaton Precious Metals Corp (WPM) | 5.4 | $6.1M | 254k | 23.81 | |
| Associated Cap Group Inc cl a (AC) | 5.0 | $5.6M | 142k | 39.55 | |
| Berkshire Hathaway (BRK.B) | 4.7 | $5.3M | 27k | 200.88 | |
| Liberty Media Corp Delaware Com C Siriusxm | 4.6 | $5.2M | 136k | 38.24 | |
| Gci Liberty Incorporated | 3.9 | $4.4M | 79k | 55.61 | |
| Liberty Broadband Cl C (LBRDK) | 3.7 | $4.1M | 45k | 91.75 | |
| Brookfield Asset Management | 3.1 | $3.5M | 75k | 46.64 | |
| Liberty Media Corp Delaware Com A Siriusxm | 2.2 | $2.5M | 65k | 38.18 | |
| CACI International (CACI) | 1.8 | $2.0M | 11k | 182.05 | |
| Cme (CME) | 1.6 | $1.8M | 11k | 164.61 | |
| Liberty Media Corp Series C Li | 1.4 | $1.6M | 47k | 35.05 | |
| Franco-Nevada Corporation (FNV) | 1.4 | $1.6M | 21k | 75.04 | |
| CBOE Holdings (CBOE) | 1.3 | $1.4M | 15k | 95.43 | |
| Liberty Broadband Corporation (LBRDA) | 1.3 | $1.4M | 16k | 91.65 | |
| Rli (RLI) | 1.0 | $1.1M | 16k | 71.77 | |
| Echostar Corporation (SATS) | 0.9 | $990k | 27k | 36.46 | |
| DISH Network | 0.8 | $881k | 28k | 31.68 | |
| Liberty Media Corp Del Com Ser | 0.5 | $543k | 16k | 34.07 | |
| Navigator Holdings Ltd Com Stk (NVGS) | 0.4 | $458k | 42k | 11.01 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.4 | $456k | 30k | 15.09 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.4 | $442k | 33k | 13.35 | |
| Mammoth Energy Svcs (TUSK) | 0.4 | $430k | 26k | 16.67 | |
| 3M Company (MMM) | 0.3 | $394k | 1.9k | 208.03 | |
| UnitedHealth (UNH) | 0.3 | $334k | 1.4k | 247.41 | |
| Walt Disney Company (DIS) | 0.2 | $266k | 2.4k | 110.83 | |
| PINGTAN MARINE ENTERPRISE Lt | 0.1 | $118k | 50k | 2.37 |
