Mad River Investors as of June 30, 2019
Portfolio Holdings for Mad River Investors
Mad River Investors holds 28 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Trust | 39.4 | $45M | 57k | 786.99 | |
| Howard Hughes | 8.9 | $10M | 82k | 123.83 | |
| Wheaton Precious Metals Corp (WPM) | 5.3 | $6.1M | 253k | 24.18 | |
| Civeo | 5.3 | $6.1M | 3.5M | 1.72 | |
| Associated Cap Group Inc cl a (AC) | 4.6 | $5.3M | 141k | 37.40 | |
| Berkshire Hathaway (BRK.B) | 4.5 | $5.2M | 24k | 213.19 | |
| Liberty Media Corp Delaware Com C Siriusxm | 4.5 | $5.2M | 136k | 37.98 | |
| Gci Liberty Incorporated | 4.2 | $4.8M | 77k | 61.46 | |
| Liberty Broadband Cl C (LBRDK) | 4.1 | $4.7M | 45k | 104.21 | |
| Brookfield Asset Management | 2.1 | $2.4M | 50k | 47.77 | |
| Liberty Media Corp Delaware Com A Siriusxm | 2.1 | $2.4M | 63k | 37.81 | |
| CACI International (CACI) | 2.0 | $2.3M | 11k | 204.55 | |
| Cme (CME) | 1.9 | $2.2M | 11k | 194.14 | |
| Franco-Nevada Corporation (FNV) | 1.6 | $1.8M | 21k | 84.88 | |
| Liberty Media Corp Series C Li | 1.5 | $1.7M | 47k | 37.41 | |
| Liberty Broadband Corporation (LBRDA) | 1.4 | $1.5M | 15k | 102.84 | |
| CBOE Holdings (CBOE) | 1.3 | $1.5M | 14k | 103.63 | |
| Rli (RLI) | 1.2 | $1.3M | 16k | 85.72 | |
| Echostar Corporation (SATS) | 0.9 | $1.0M | 24k | 44.33 | |
| DISH Network | 0.7 | $821k | 21k | 38.41 | |
| Liberty Media Corp Del Com Ser | 0.5 | $568k | 16k | 35.86 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.4 | $457k | 33k | 13.81 | |
| Navigator Holdings Ltd Com Stk (NVGS) | 0.3 | $350k | 37k | 9.37 | |
| Walt Disney Company (DIS) | 0.3 | $335k | 2.4k | 139.58 | |
| UnitedHealth (UNH) | 0.3 | $329k | 1.4k | 243.70 | |
| Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.3 | $300k | 26k | 11.59 | |
| 3M Company (MMM) | 0.2 | $289k | 1.7k | 173.05 | |
| PINGTAN MARINE ENTERPRISE Lt | 0.1 | $139k | 50k | 2.79 |
