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
$80.2M
AUM Growth
+$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$793K
3
+$616K
4
SHLD
Sears Holding Corporation
SHLD
+$393K
5
TPL icon
Texas Pacific Land
TPL
+$314K

Top Sells

1
+$956K
2
+$887K
3
+$219K
4
LVNTA
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
+$174K
5
FWONK icon
Liberty Media Series C
FWONK
+$173K

Sector Composition

1 Communication Services 29.92%
2 Energy 17.04%
3 Consumer Discretionary 13.07%
4 Real Estate 12.55%
5 Financials 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$260K 0.32%
2,400
27
$239K 0.3%
16,800
28
$238K 0.3%
2,400
29
$234K 0.29%
14,900
30
$116K 0.14%
26,162
-788
31
$63K 0.08%
49,769
32
– –
-70,000
33
– –
-721
34
– –
-14,500
1
2