MRM-Horizon Advisors as of Dec. 31, 2012
Portfolio Holdings for MRM-Horizon Advisors
MRM-Horizon Advisors holds 32 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Media Corp lcpad | 10.1 | $9.7M | 83k | 116.01 | |
| Howard Hughes | 7.1 | $6.8M | 94k | 73.02 | |
| Rouse Pptys | 6.3 | $6.1M | 358k | 16.92 | |
| General Growth Properties | 5.0 | $4.8M | 240k | 19.85 | |
| Libertyinteractivecorp lbtventcoma | 4.9 | $4.7M | 70k | 67.77 | |
| Berkshire Hathaway (BRK.B) | 4.6 | $4.4M | 49k | 89.70 | |
| Icahn Enterprises (IEP) | 4.6 | $4.4M | 101k | 43.62 | |
| AutoNation (AN) | 4.3 | $4.1M | 103k | 39.70 | |
| Wendy's/arby's Group (WEN) | 4.2 | $4.0M | 853k | 4.70 | |
| Lennar Corporation (LEN) | 4.1 | $4.0M | 102k | 38.67 | |
| Greenlight Capital Re Ltd cl a (GLRE) | 3.6 | $3.4M | 148k | 23.13 | |
| Sears Holdings Corporation | 3.4 | $3.3M | 78k | 41.60 | |
| CBOE Holdings (CBOE) | 3.3 | $3.2M | 109k | 29.46 | |
| Liberty Media | 3.2 | $3.1M | 158k | 19.68 | |
| Brookfield Asset Management | 3.2 | $3.0M | 83k | 36.66 | |
| Leucadia National | 3.0 | $2.9M | 147k | 19.91 | |
| DreamWorks Animation SKG | 2.7 | $2.6M | 154k | 16.99 | |
| Continental Resources | 2.5 | $2.4M | 33k | 73.50 | |
| & PROD CO shares Brookfield | 2.4 | $2.3M | 127k | 17.94 | |
| Winthrop Realty Trust | 2.2 | $2.1M | 190k | 11.05 | |
| Sears Hometown and Outlet Stores | 1.9 | $1.8M | 56k | 32.57 | |
| Novo Nordisk A/S (NVO) | 1.8 | $1.8M | 11k | 163.19 | |
| Las Vegas Sands (LVS) | 1.6 | $1.6M | 34k | 46.17 | |
| DISH Network | 1.6 | $1.6M | 43k | 36.40 | |
| Live Nation Entertainment (LYV) | 1.6 | $1.5M | 162k | 9.41 | |
| Jarden Corporation | 1.5 | $1.5M | 28k | 51.71 | |
| J.C. Penney Company | 1.4 | $1.4M | 69k | 19.71 | |
| IAC/InterActive | 1.4 | $1.3M | 28k | 47.24 | |
| Wynn Resorts (WYNN) | 1.0 | $954k | 8.5k | 112.43 | |
| Mcewen Mining | 0.8 | $781k | 204k | 3.83 | |
| Cme (CME) | 0.4 | $421k | 8.3k | 50.72 | |
| LMP Corporate Loan Fund | 0.2 | $167k | 13k | 12.95 |
