Mad River Investors as of Sept. 30, 2019
Portfolio Holdings for Mad River Investors
Mad River Investors holds 23 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Trust | 35.9 | $37M | 57k | 649.56 | |
| Howard Hughes | 10.3 | $11M | 82k | 129.60 | |
| Wheaton Precious Metals Corp (WPM) | 6.4 | $6.6M | 252k | 26.24 | |
| Associated Cap Group Inc cl a (AC) | 4.8 | $5.0M | 140k | 35.59 | |
| Berkshire Hathaway (BRK.B) | 4.8 | $5.0M | 24k | 208.02 | |
| Liberty Broadband Cl C (LBRDK) | 4.5 | $4.7M | 45k | 104.67 | |
| Civeo | 4.4 | $4.5M | 3.5M | 1.27 | |
| Liberty Media Corp Delaware Com C Siriusxm | 4.2 | $4.4M | 104k | 41.96 | |
| Franco-Nevada Corporation (FNV) | 3.6 | $3.7M | 41k | 91.15 | |
| Gci Liberty Incorporated | 3.2 | $3.3M | 54k | 62.07 | |
| Brookfield Asset Management | 2.6 | $2.6M | 50k | 53.08 | |
| Liberty Media Corp Delaware Com A Siriusxm | 2.5 | $2.6M | 62k | 41.58 | |
| CACI International (CACI) | 2.5 | $2.5M | 11k | 231.24 | |
| Cme (CME) | 2.3 | $2.3M | 11k | 211.33 | |
| Liberty Media Corp Series C Li | 1.9 | $1.9M | 47k | 41.60 | |
| CBOE Holdings (CBOE) | 1.6 | $1.6M | 14k | 114.88 | |
| Rli (RLI) | 1.4 | $1.5M | 16k | 92.89 | |
| Liberty Broadband Corporation (LBRDA) | 1.1 | $1.2M | 11k | 104.52 | |
| Liberty Media Corp Del Com Ser | 0.6 | $626k | 16k | 39.61 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.5 | $474k | 33k | 14.32 | |
| Walt Disney Company (DIS) | 0.3 | $313k | 2.4k | 130.42 | |
| UnitedHealth (UNH) | 0.3 | $272k | 1.3k | 217.60 | |
| PINGTAN MARINE ENTERPRISE Lt | 0.1 | $105k | 50k | 2.11 |
