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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
+13.79%
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
$93.4M
AUM Growth
+$7.56M
Cap. Flow
-$1.07M
Cap. Flow %
-1.15%
Top 10 Hldgs %
77.44%
Holding
29
New
1
Increased
4
Reduced
12
Closed
4

Top Buys

1
TPL icon
Texas Pacific Land
TPL
+$4.92M
2
CVEO icon
Civeo
CVEO
+$1.03M
3
RLI icon
RLI Corp
RLI
+$430K
4
MMM icon
3M
MMM
+$238K
5
DISH
DISH Network Corp.
DISH
+$4.43K

Top Sells

1
IEP icon
Icahn Enterprises
IEP
+$1.91M
2
GRBK icon
Green Brick Partners
GRBK
+$1.55M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.37M
4
ESI icon
Element Solutions
ESI
+$1.23M
5
CLR
CONTINENTAL RESOURCES INC.
CLR
+$1.14M

Sector Composition

1 Energy 30.26%
2 Communication Services 17.78%
3 Financials 13.72%
4 Consumer Discretionary 11.75%
5 Real Estate 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TPL icon
1
Texas Pacific Land
TPL
$28.7B
$23.5M 25.21%
524,394
+122,904
+31% +$4.92M
HHH icon
2
Howard Hughes
HHH
$4.3B
$10.2M 10.91%
90,675
-1,101
-1% -$126K
CVEO icon
3
Civeo
CVEO
$350M
$6.17M 6.61%
180,533
+40,125
+29% +$1.03M
LSXMK
4
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$5.87M 6.29%
184,124
-2,187
-1% -$71.2K
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.06T
$5.47M 5.86%
29,854
-7,750
-21% -$1.37M
LVNTA
6
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
$4.8M 5.14%
83,428
-1,102
-1% -$63.8K
WPM icon
7
Wheaton Precious Metals
WPM
$49.3B
$4.59M 4.92%
240,500
-3,000
-1% -$59K
LBRDK icon
8
Liberty Broadband Class C
LBRDK
$4.31B
$4.42M 4.73%
46,344
-542
-1% -$52.2K
IEP icon
9
Icahn Enterprises
IEP
$5B
$3.99M 4.27%
72,672
-36,380
-33% -$1.91M
AC
10
DELISTED
Associated Capital Group
AC
$3.27M 3.51%
92,209
-502
-0.5% -$17K
BN icon
11
Brookfield
BN
$107B
$3.17M 3.4%
215,191
– –
ECHO
12
EchoStar
ECHO
$27.4B
$3.13M 3.35%
67,531
-370
-0.5% -$17.6K
LSXMA
13
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$2.83M 3.03%
93,403
– –
DISH
14
DELISTED
DISH Network Corp.
DISH
$2.63M 2.82%
48,525
+75
+0.2% +$4.43K
LGF.B
15
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
$2.27M 2.43%
71,361
-575
-0.8% -$16.1K
FWONK icon
16
Liberty Media Series C
FWONK
$25.3B
$1.77M 1.9%
48,150
-637
-1% -$22.3K
LBRDA icon
17
Liberty Broadband Class A
LBRDA
$4.3B
$1.53M 1.64%
16,255
-25
-0.2% -$2.38K
RLI icon
18
RLI Corp
RLI
$5.53B
$896K 0.96%
31,240
+15,620
+100% +$430K
NVGS icon
19
Navigator Holdings
NVGS
$1.3B
$730K 0.78%
65,800
– –
FWONA icon
20
Liberty Media Series A
FWONA
$23.1B
$614K 0.66%
17,589
– –
NEA icon
21
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.48B
$458K 0.49%
33,097
– –
PGLC
22
DELISTED
Pershing Gold Corporation. Common Stock
PGLC
$420K 0.45%
142,537
– –
MMM icon
23
3M
MMM
$81.7B
$241K 0.26%
+1,371
New +$238K
DIS icon
24
Walt Disney
DIS
$166B
$237K 0.25%
2,400
– –
PME
25
DELISTED
Pingtan Marine Enterprise Ltd.
PME
$143K 0.15%
49,769
– –
1
2

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