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
+6.07%
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
$84.7M
AUM Growth
+$7.28M
Cap. Flow
+$4.52M
Cap. Flow %
5.34%
Top 10 Hldgs %
71.78%
Holding
35
New
2
Increased
10
Reduced
12
Closed
7

Top Buys

1
AC
Associated Capital Group
AC
+$3.38M
2
CVEO icon
Civeo
CVEO
+$1.76M
3
LGF.B
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
+$666K
4
IEP icon
Icahn Enterprises
IEP
+$629K
5
FWONK icon
Liberty Media Series C
FWONK
+$374K

Top Sells

1
SHLD
Sears Holding Corporation
SHLD
+$878K
2
LEXEA
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
+$445K
3
CHUBK
CommerceHub, Inc. Series C Common Stock
CHUBK
+$395K
4
JNJ icon
Johnson & Johnson
JNJ
+$277K
5
CHUBA
CommerceHub, Inc. Series A Common Stock
CHUBA
+$197K

Sector Composition

1 Energy 23.74%
2 Communication Services 18.71%
3 Financials 15.3%
4 Real Estate 12.14%
5 Materials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TPL icon
1
Texas Pacific Land
TPL
$28.7B
$11.7M 13.76%
375,075
+990
+0.3% +$33.3K
HHH icon
2
Howard Hughes
HHH
$4.3B
$10.3M 12.14%
92,043
+499
+0.5% +$53.7K
IEP icon
3
Icahn Enterprises
IEP
$5B
$7.55M 8.91%
147,316
+11,157
+8% +$629K
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.06T
$6.33M 7.46%
37,954
-1,050
-3% -$176K
LSXMK
5
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$5.53M 6.53%
187,372
-302
-0.2% -$8.52K
WPM icon
6
Wheaton Precious Metals
WPM
$49.3B
$5.11M 6.03%
245,150
+2,200
+0.9% +$45.7K
LBRDK icon
7
Liberty Broadband Class C
LBRDK
$4.31B
$4.08M 4.81%
47,164
+882
+2% +$73.6K
LVNTA
8
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
$3.78M 4.46%
84,949
+4,541
+6% +$194K
AC
9
DELISTED
Associated Capital Group
AC
$3.36M 3.96%
+93,314
New +$3.38M
ECHO
10
EchoStar
ECHO
$27.4B
$3.16M 3.73%
68,425
+7,342
+12% +$320K
DISH
11
DELISTED
DISH Network Corp.
DISH
$3.03M 3.58%
47,775
+750
+2% +$46.4K
BN icon
12
Brookfield
BN
$107B
$2.81M 3.32%
216,136
-3,461
-2% -$43.9K
LSXMA
13
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$2.64M 3.12%
93,962
-782
-0.8% -$21.1K
ESI icon
14
Element Solutions
ESI
$9.91B
$1.92M 2.26%
147,425
-6,850
-4% -$84.3K
GRBK icon
15
Green Brick Partners
GRBK
$3.12B
$1.82M 2.15%
182,950
-5,100
-3% -$49K
CVEO icon
16
Civeo
CVEO
$350M
$1.77M 2.09%
+49,467
New +$1.76M
LGF.B
17
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
$1.75M 2.07%
71,936
+26,256
+57% +$666K
CLR
18
DELISTED
CONTINENTAL RESOURCES INC.
CLR
$1.63M 1.92%
35,788
-550
-2% -$25.9K
FWONK icon
19
Liberty Media Series C
FWONK
$25.3B
$1.62M 1.91%
48,996
+12,136
+33% +$374K
LBRDA icon
20
Liberty Broadband Class A
LBRDA
$4.3B
$1.39M 1.64%
16,381
-141
-0.9% -$11.6K
NVGS icon
21
Navigator Holdings
NVGS
$1.3B
$914K 1.08%
66,500
-2,200
-3% -$26K
PGLC
22
DELISTED
Pershing Gold Corporation. Common Stock
PGLC
$581K 0.69%
204,647
-12,941
-6% -$40.6K
FWONA icon
23
Liberty Media Series A
FWONA
$23.1B
$554K 0.65%
17,694
-148
-0.8% -$4.44K
RLI icon
24
RLI Corp
RLI
$5.53B
$469K 0.55%
15,620
– –
NEA icon
25
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.48B
$442K 0.52%
33,097
– –
1
2

Similar funds

BCH
Berkshire Capital Holdings San Jose, California $277M AUM 190.28% 1-Year Est. Return
EFM
Eley Financial Management South Burlington, Vermont $277M AUM 20.41% 1-Year Est. Return
CCP
Carmel Capital Partners San Diego, California $277M AUM 15.49% 1-Year Est. Return
1NWS
1 North Wealth Services Annapolis, Maryland $277M AUM 15.28% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $277M AUM 21.37% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
TAM
Townsend Asset Management Raleigh, North Carolina $277M AUM 16.26% 1-Year Est. Return
RWM
RBA Wealth Management Newport Beach, California $278M AUM 18.86% 1-Year Est. Return