Mad River Investors as of Dec. 31, 2019
Portfolio Holdings for Mad River Investors
Mad River Investors holds 23 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Trust | 38.2 | $45M | 57k | 781.23 | |
| Howard Hughes | 8.8 | $10M | 81k | 126.79 | |
| Wheaton Precious Metals Corp (WPM) | 6.4 | $7.5M | 252k | 29.75 | |
| Liberty Broadband Cl C (LBRDK) | 4.8 | $5.6M | 45k | 125.75 | |
| Civeo | 4.7 | $5.5M | 4.3M | 1.29 | |
| Associated Cap Group Inc cl a (AC) | 4.7 | $5.5M | 140k | 39.20 | |
| Berkshire Hathaway (BRK.B) | 4.6 | $5.4M | 24k | 226.52 | |
| Liberty Media Corp Delaware Com C Siriusxm | 4.3 | $5.0M | 104k | 48.14 | |
| Franco-Nevada Corporation (FNV) | 3.6 | $4.2M | 41k | 103.30 | |
| Gci Liberty Incorporated | 3.2 | $3.8M | 54k | 70.85 | |
| Liberty Media Corp Delaware Com A Siriusxm | 2.6 | $3.0M | 62k | 48.33 | |
| Brookfield Asset Management | 2.4 | $2.8M | 49k | 57.81 | |
| CACI International (CACI) | 2.4 | $2.8M | 11k | 250.02 | |
| Cme (CME) | 1.9 | $2.2M | 11k | 200.69 | |
| Liberty Media Corp Series C Li | 1.8 | $2.1M | 47k | 45.97 | |
| CBOE Holdings (CBOE) | 1.5 | $1.7M | 14k | 119.99 | |
| Rli (RLI) | 1.2 | $1.4M | 16k | 90.01 | |
| Liberty Broadband Corporation (LBRDA) | 1.2 | $1.4M | 11k | 124.60 | |
| Liberty Media Corp Del Com Ser | 0.6 | $692k | 16k | 43.79 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.4 | $476k | 33k | 14.38 | |
| UnitedHealth (UNH) | 0.3 | $367k | 1.3k | 293.60 | |
| Walt Disney Company (DIS) | 0.3 | $347k | 2.4k | 144.58 | |
| 3M Company (MMM) | 0.2 | $202k | 1.1k | 176.11 |
