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MRI
Mad River Investors Portfolio holdings
AUM
$277M
1-Year Est. Return
32.21%
This Fund
S&P 500
This Quarter
Est. Return
+8.76%
1 Year Est. Return
+32.21%
3 Year Est. Return
+205.53%
5 Year Est. Return
+287.35%
10 Year Est. Return
+1,823.68%
AUM
$128M
AUM Growth
+$2.83M
(+2.3%)
Cap. Flow
-$5.68M
Cap. Flow
% of AUM
-4.43%
Top 10 Holdings %
Top 10 Hldgs %
59.85%
Holding
40
New
1
Increased
19
Reduced
9
Closed
4
Top Buys
| 1 |
ECHO
EchoStar
ECHO
|
+$3.3M |
| 2 |
Green Brick Partners
GRBK
|
+$1.28M |
| 3 |
SHLD
Sears Holding Corporation
SHLD
|
+$460K |
| 4 |
Liberty Broadband Class C
LBRDK
|
+$319K |
| 5 |
Liberty Broadband Class A
LBRDA
|
+$284K |
Top Sells
| 1 |
LTRPA
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
|
+$3.63M |
| 2 |
BRP
BROOKFIELD RESIDENTIAL PROPERTIES INC
BRP
|
+$3.3M |
| 3 |
PIMCO Dynamic Income Fund
PDI
|
+$3.05M |
| 4 |
PPLI
People Inc
PPLI
|
+$1.77M |
| 5 |
DWA
DREAMWORKS ANIMATION SKG INC CL-A
DWA
|
+$23.4K |
Sector Composition
| 1 | Consumer Discretionary | 32.36% |
| 2 | Communication Services | 24.42% |
| 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 | |
|---|---|---|---|---|---|---|
1
Howard Hughes
HHH
$4.3B
| $15.3M | 11.92% |
103,327
+210
| +0.2% | +$27.6K |
|
2
Icahn Enterprises
IEP
$5B
| $10.3M | 8.03% |
114,779
+457
| +0.4% | +$43.1K |
|
3
Wendy's
WEN
$1.41B
| $9.53M | 7.44% |
874,650
+1,600
| +0.2% | +$17.1K |
|
|
LVNTA
4
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $6.65M | 5.19% |
158,213
-116
| -0.1% | -$4.5K |
|
5
Berkshire Hathaway Class B
BRK.B
$1.06T
| $6.6M | 5.15% |
45,755
| – | – |
|
6
Liberty Media Series C
FWONK
$25.3B
| $6.39M | 4.99% |
236,517
+1,165
| +0.5% | +$30.6K |
|
|
SHLD
7
DELISTED
Sears Holding Corporation
SHLD
| $6.19M | 4.83% |
149,673
+12,675
| +9% | +$460K |
|
8
Texas Pacific Land
TPL
$28.7B
| $5.8M | 4.53% |
360,531
+675
| +0.2% | +$9.71K |
|
|
TPH
9
DELISTED
Tri Pointe Homes
TPH
| $5.16M | 4.03% |
334,625
+1,800
| +0.5% | +$27K |
|
|
QVCGA
10
DELISTED
QVC Group Inc Series A
QVCGA
| $4.77M | 3.73% |
3,369
| – | – |
|
|
DWA
11
DELISTED
DREAMWORKS ANIMATION SKG INC CL-A
DWA
| $4.58M | 3.58% |
189,425
-1,100
| -0.6% | -$23.4K |
|
|
ECHO
12
EchoStar
ECHO
$27.4B
| $3.24M | 2.53% |
+77,403
| New | +$3.3M |
|
13
Liberty Media Series A
FWONA
$23.1B
| $3.15M | 2.46% |
121,479
-74
| -0.1% | -$1.85K |
|
14
Live Nation Entertainment
LYV
$42.3B
| $3.15M | 2.46% |
124,825
+250
| +0.2% | +$6.31K |
|
15
Brookfield
BN
$107B
| $3.14M | 2.45% |
250,131
-427
| -0.2% | -$5.29K |
|
|
DISH
16
DELISTED
DISH Network Corp.
DISH
| $3.13M | 2.44% |
44,600
+50
| +0.1% | +$3.69K |
|
17
Restaurant Brands International
QSR
$25.9B
| $3.05M | 2.38% |
79,442
+100
| +0.1% | +$3.98K |
|
|
CLR
18
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $2.88M | 2.25% |
65,970
+150
| +0.2% | +$6.38K |
|
|
STRZA
19
DELISTED
Starz - Series A
STRZA
| $2.81M | 2.19% |
81,519
-100
| -0.1% | -$3.14K |
|
20
Element Solutions
ESI
$9.91B
| $2.75M | 2.14% |
107,025
+225
| +0.2% | +$5.41K |
|
21
Par Pacific Holdings
PARR
$3.69B
| $2.73M | 2.13% |
117,627
+5,767
| +5% | +$109K |
|
|
22
Liberty Broadband Class C
LBRDK
$4.31B
| $2.72M | 2.12% |
48,049
+6,300
| +15% | +$319K |
|
|
IFT
23
DELISTED
IMPERIAL HLDGS INC COM STK (FL)
IFT
| $1.94M | 1.52% |
278,900
-1,100
| -0.4% | -$7.21K |
|
|
SRSC
24
DELISTED
SEARS Canada Inc.
SRSC
| $1.86M | 1.45% |
201,607
-859
| -0.4% | -$8.35K |
|
|
25
Green Brick Partners
GRBK
$3.12B
| $1.84M | 1.44% |
222,700
+165,200
| +287% | +$1.28M |
|
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