MRI

Mad River Investors Portfolio holdings

AUM $233M
1-Year Est. Return 43.86%
This Quarter Est. Return
1 Year Est. Return
+43.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$2.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.37M
3
+$524K
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$357K
5
LBRDA icon
Liberty Broadband Class A
LBRDA
+$316K

Top Sells

1
+$3.63M
2
+$3.3M
3
+$3.05M
4
IAC icon
IAC Inc
IAC
+$1.77M
5
DWA
DREAMWORKS ANIMATION SKG INC CL-A
DWA
+$26.6K

Sector Composition

1 Consumer Discretionary 32.36%
2 Communication Services 23.92%
3 Energy 14.69%
4 Real Estate 11.92%
5 Financials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.15%
26,020
+5,596
27
$1.38M 1.08%
38,562
28
$1.1M 0.86%
111,750
-250
29
$1M 0.78%
129,541
+9,694
30
$892K 0.7%
21,200
-300
31
$704K 0.55%
23,870
+3,075
32
$693K 0.54%
27,739
+17
33
$640K 0.5%
20,795
34
$253K 0.2%
18,500
35
$222K 0.17%
14,900
36
$100K 0.08%
49,769
37
– –
-162,826
38
– –
-134,830
39
– –
-137,025
40
– –
-99,300
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