MRM-Horizon Advisors as of March 31, 2013
Portfolio Holdings for MRM-Horizon Advisors
MRM-Horizon Advisors holds 37 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Liberty Media | 8.5 | $9.5M | 85k | 112.42 | |
| Howard Hughes | 7.3 | $8.1M | 97k | 83.81 | |
| Rouse Pptys | 6.0 | $6.7M | 370k | 18.10 | |
| Icahn Enterprises (IEP) | 5.1 | $5.7M | 104k | 54.51 | |
| Libertyinteractivecorp lbtventcoma | 4.8 | $5.4M | 71k | 75.58 | |
| Berkshire Hathaway (BRK.B) | 4.6 | $5.2M | 49k | 104.20 | |
| Wendy's/arby's Group (WEN) | 4.4 | $4.9M | 870k | 5.67 | |
| AutoNation (AN) | 4.1 | $4.6M | 104k | 43.75 | |
| Sears Holdings Corporation | 3.9 | $4.3M | 87k | 49.97 | |
| CBOE Holdings (CBOE) | 3.4 | $3.8M | 104k | 36.94 | |
| Greenlight Capital Re Ltd cl a (GLRE) | 3.3 | $3.7M | 151k | 24.45 | |
| Leucadia National | 3.1 | $3.5M | 128k | 27.43 | |
| DreamWorks Animation SKG | 3.1 | $3.4M | 181k | 18.96 | |
| Liberty Media | 3.0 | $3.4M | 160k | 21.37 | |
| & PROD CO shares Brookfield | 2.9 | $3.3M | 134k | 24.34 | |
| Brookfield Asset Management | 2.7 | $3.0M | 83k | 36.49 | |
| Continental Resources | 2.6 | $2.9M | 33k | 86.92 | |
| Lennar Corporation (LEN) | 2.6 | $2.9M | 69k | 41.47 | |
| General Growth Properties | 2.3 | $2.6M | 130k | 19.88 | |
| Winthrop Realty Trust | 2.2 | $2.4M | 193k | 12.58 | |
| Sears Hometown and Outlet Stores | 2.1 | $2.3M | 58k | 40.35 | |
| Live Nation Entertainment (LYV) | 1.8 | $2.0M | 162k | 12.37 | |
| Las Vegas Sands (LVS) | 1.7 | $1.9M | 34k | 56.35 | |
| Starz - Liberty Capital | 1.7 | $1.9M | 84k | 22.15 | |
| Jarden Corporation | 1.6 | $1.8M | 43k | 42.84 | |
| Novo Nordisk A/S (NVO) | 1.6 | $1.7M | 11k | 161.53 | |
| DISH Network | 1.5 | $1.7M | 44k | 37.91 | |
| Ascent Media Corporation | 1.4 | $1.6M | 22k | 74.42 | |
| Burger King Worldwide | 1.4 | $1.5M | 79k | 19.10 | |
| IAC/InterActive | 1.2 | $1.3M | 29k | 44.67 | |
| Oaktree Cap | 1.2 | $1.3M | 25k | 51.01 | |
| J.C. Penney Company | 1.0 | $1.1M | 71k | 15.10 | |
| Wynn Resorts (WYNN) | 1.0 | $1.1M | 8.6k | 125.20 | |
| Mcewen Mining | 0.5 | $603k | 211k | 2.86 | |
| Cme (CME) | 0.3 | $372k | 6.1k | 61.49 | |
| LMP Corporate Loan Fund | 0.1 | $152k | 11k | 13.94 | |
| Nuveen Munpl Markt Opp Fund | 0.1 | $148k | 10k | 14.37 |
