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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
+9.98%
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
$79.8M
AUM Growth
-$396K
Cap. Flow
-$3.29M
Cap. Flow %
-4.12%
Top 10 Hldgs %
72.2%
Holding
34
New
3
Increased
1
Reduced
22
Closed
3

Top Buys

1
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$4.59M
2
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$2.26M
3
NVGS icon
Navigator Holdings
NVGS
+$1.19M
4
IEP icon
Icahn Enterprises
IEP
+$705K

Top Sells

1
FWONK icon
Liberty Media Series C
FWONK
+$3.62M
2
FWONA icon
Liberty Media Series A
FWONA
+$1.88M
3
ATLS
ATLAS ENERGY GRP,LLC COM UNITS REPSTG LTD (DE)
ATLS
+$793K
4
HHH icon
Howard Hughes
HHH
+$675K
5
CLR
CONTINENTAL RESOURCES INC.
CLR
+$656K

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
HHH icon
1
Howard Hughes
HHH
$4.39B
$10.2M 12.71%
93,144
-6,572
-7% -$675K
IEP icon
2
Icahn Enterprises
IEP
$5.05B
$7.15M 8.95%
132,348
+12,353
+10% +$705K
TPL icon
3
Texas Pacific Land
TPL
$28.6B
$7.06M 8.84%
376,650
-828
-0.2% -$14.7K
DWA
4
DELISTED
DREAMWORKS ANIMATION SKG INC CL-A
DWA
$6.53M 8.18%
159,783
-17,297
-10% -$624K
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.06T
$5.85M 7.33%
40,404
-3,450
-8% -$493K
WPM icon
6
Wheaton Precious Metals
WPM
$49.2B
$5.79M 7.25%
246,050
-18,625
-7% -$359K
LVNTA
7
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
$5.08M 6.36%
136,916
-11,981
-8% -$455K
LSXMK
8
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$4.52M 5.66%
+192,185
New +$4.59M
LBRDK icon
9
Liberty Broadband Class C
LBRDK
$4.48B
$2.84M 3.56%
47,335
-4,061
-8% -$237K
BN icon
10
Brookfield
BN
$110B
$2.68M 3.36%
227,307
-6,752
-3% -$80.8K
ESI icon
11
Element Solutions
ESI
$9.76B
$2.24M 2.8%
251,850
-18,400
-7% -$171K
LSXMA
12
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$2.22M 2.78%
+98,137
New +$2.26M
DISH
13
DELISTED
DISH Network Corp.
DISH
$2.17M 2.72%
41,500
-3,275
-7% -$160K
STRZA
14
DELISTED
Starz - Series A
STRZA
$2.1M 2.63%
70,243
-6,289
-8% -$167K
ECHO
15
EchoStar
ECHO
$27.7B
$1.92M 2.41%
59,756
-926
-2% -$30.3K
CLR
16
DELISTED
CONTINENTAL RESOURCES INC.
CLR
$1.73M 2.16%
38,138
-16,700
-30% -$656K
SHLD
17
DELISTED
Sears Holding Corporation
SHLD
$1.62M 2.03%
119,217
-12,478
-9% -$176K
GRBK icon
18
Green Brick Partners
GRBK
$3.16B
$1.42M 1.78%
195,750
-15,000
-7% -$109K
EMG
19
DELISTED
Emergent Capital, Inc.
EMG
$1.07M 1.34%
317,498
-20,625
-6% -$81.3K
LBRDA icon
20
Liberty Broadband Class A
LBRDA
$4.46B
$1.02M 1.28%
17,133
-1,570
-8% -$91.5K
PGLC
21
DELISTED
Pershing Gold Corporation. Common Stock
PGLC
$1.01M 1.26%
234,973
-10,051
-4% -$40.7K
NVGS icon
22
Navigator Holdings
NVGS
$1.3B
$971K 1.22%
+84,400
New +$1.19M
FWONK icon
23
Liberty Media Series C
FWONK
$25.6B
$691K 0.87%
37,696
-186,166
-83% -$3.62M
SRSC
24
DELISTED
SEARS Canada Inc.
SRSC
$500K 0.63%
168,511
-12,411
-7% -$39.1K
FWONA icon
25
Liberty Media Series A
FWONA
$23.5B
$339K 0.42%
18,480
-96,325
-84% -$1.88M
1
2

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