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
$79.8M
AUM Growth
-$396K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$2.22M
3
+$971K
4
IEP icon
Icahn Enterprises
IEP
+$667K

Top Sells

1
+$3.41M
2
+$1.77M
3
+$793K
4
CLR
CONTINENTAL RESOURCES INC.
CLR
+$756K
5
HHH icon
Howard Hughes
HHH
+$716K

Sector Composition

1 Communication Services 22.36%
2 Energy 19.01%
3 Real Estate 12.71%
4 Materials 11.32%
5 Consumer Discretionary 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$291K 0.36%
2,400
27
$253K 0.32%
16,800
28
$246K 0.31%
14,900
29
$235K 0.29%
2,400
30
$95K 0.12%
23,667
-2,495
31
$53K 0.07%
49,769
32
– –
-13,800
33
– –
-15,620
34
– –
-1,585,500
1
2