We are live on
!
Find out more
MRI
Mad River Investors Portfolio holdings
AUM
$277M
1-Year Est. Return
32.21%
This Fund
S&P 500
This Quarter
Est. Return
+1.27%
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
$80M
AUM Growth
-$5.66M
(-6.6%)
Cap. Flow
-$4.9M
Cap. Flow
% of AUM
-6.13%
Top 10 Holdings %
Top 10 Hldgs %
69.95%
Holding
35
New
2
Increased
2
Reduced
21
Closed
2
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$5.96M |
| 2 |
Wheaton Precious Metals
WPM
|
+$1.18M |
| 3 |
Element Solutions
ESI
|
+$1.11M |
| 4 |
Icahn Enterprises
IEP
|
+$120K |
Top Sells
| 1 |
TPH
Tri Pointe Homes
TPH
|
+$3.47M |
| 2 |
QVCGA
QVC Group Inc Series A
QVCGA
|
+$3.39M |
| 3 |
Live Nation Entertainment
LYV
|
+$2.92M |
| 4 |
SHLD
Sears Holding Corporation
SHLD
|
+$922K |
| 5 |
ZIV
VelocityShares Daily Inverse VIX Medium Term ETN
ZIV
|
+$775K |
Sector Composition
| 1 | Communication Services | 31.49% |
| 2 | Consumer Discretionary | 17.47% |
| 3 | Energy | 15.9% |
| 4 | Real Estate | 13.74% |
| 5 | Financials | 11.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Howard Hughes
HHH
$4.3B
| $11M | 13.74% |
101,885
-472
| -0.5% | -$54.3K |
|
|
2
Icahn Enterprises
IEP
$5B
| $7.51M | 9.39% |
122,449
+1,660
| +1% | +$120K |
|
|
LVNTA
3
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $6.92M | 8.65% |
153,349
-2,267
| -1% | -$97.3K |
|
4
Liberty Media Series C
FWONK
$25.3B
| $6.21M | 7.76% |
230,279
-2,356
| -1% | -$63.8K |
|
|
5
Berkshire Hathaway Class B
BRK.B
$1.06T
| $5.86M | 7.33% |
+44,379
| New | +$5.96M |
|
6
Texas Pacific Land
TPL
$28.7B
| $5.21M | 6.51% |
358,056
-1,125
| -0.3% | -$17.9K |
|
|
DWA
7
DELISTED
DREAMWORKS ANIMATION SKG INC CL-A
DWA
| $4.71M | 5.89% |
182,730
-3,270
| -2% | -$75.1K |
|
8
Liberty Media Series A
FWONA
$23.1B
| $3.11M | 3.89% |
117,841
-2,115
| -2% | -$56.3K |
|
9
Liberty Broadband Class C
LBRDK
$4.31B
| $2.74M | 3.43% |
52,875
-608
| -1% | -$32.2K |
|
10
Brookfield
BN
$107B
| $2.69M | 3.37% |
243,263
-5,444
| -2% | -$63.9K |
|
|
STRZA
11
DELISTED
Starz - Series A
STRZA
| $2.63M | 3.29% |
78,553
-1,692
| -2% | -$60.3K |
|
|
DISH
12
DELISTED
DISH Network Corp.
DISH
| $2.56M | 3.2% |
44,700
-25
| -0.1% | -$1.53K |
|
|
13
Element Solutions
ESI
$9.91B
| $2.55M | 3.19% |
198,675
+90,975
| +84% | +$1.11M |
|
|
SHLD
14
DELISTED
Sears Holding Corporation
SHLD
| $2.18M | 2.72% |
105,995
-40,913
| -28% | -$922K |
|
|
ECHO
15
EchoStar
ECHO
$27.4B
| $1.99M | 2.49% |
62,718
-15,271
| -20% | -$512K |
|
16
Green Brick Partners
GRBK
$3.12B
| $1.56M | 1.95% |
216,900
-3,500
| -2% | -$31.1K |
|
|
CLR
17
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $1.3M | 1.63% |
56,788
-8,382
| -13% | -$268K |
|
|
18
Wheaton Precious Metals
WPM
$49.3B
| $1.11M | 1.39% |
+89,600
| New | +$1.18M |
|
|
EMG
19
DELISTED
Emergent Capital, Inc.
EMG
| $1.08M | 1.36% |
294,123
-57,225
| -16% | -$251K |
|
20
Liberty Broadband Class A
LBRDA
$4.3B
| $990K | 1.24% |
19,161
-317
| -2% | -$16.9K |
|
|
SRSC
21
DELISTED
SEARS Canada Inc.
SRSC
| $958K | 1.2% |
187,422
-5,336
| -3% | -$38K |
|
|
QVCGA
22
DELISTED
QVC Group Inc Series A
QVCGA
| $956K | 1.2% |
721
-2,587
| -78% | -$3.39M |
|
|
TPH
23
DELISTED
Tri Pointe Homes
TPH
| $887K | 1.11% |
70,000
-259,425
| -79% | -$3.47M |
|
|
PGLC
24
DELISTED
Pershing Gold Corporation. Common Stock
PGLC
| $791K | 0.99% |
225,489
-36,718
| -14% | -$143K |
|
25
Restaurant Brands International
QSR
$25.9B
| $516K | 0.65% |
13,800
| – | – |
|
Similar funds
BCH
EFM
CCP
1NWS
TAP
AIA
TAM
RWM