MRI
Mad River Investors Portfolio holdings
AUM
$223M
This Quarter Return
+13.78%
1 Year Return
+65.34%
3 Year Return
+180.68%
5 Year Return
+529.7%
10 Year Return
+1,180.57%
AUM
$93.4M
AUM Growth
+$93.4M
(+8.8%)
Cap. Flow
-$234K
Cap. Flow
% of AUM
-0.25%
Top 10 Holdings %
Top 10 Hldgs %
77.44%
Holding
29
New
1
Increased
4
Reduced
12
Closed
4
Top Buys
| 1 |
Texas Pacific Land
TPL
|
$5.52M |
| 2 |
Civeo
CVEO
|
$1.37M |
| 3 |
RLI Corp
RLI
|
$448K |
| 4 |
3M
MMM
|
$241K |
| 5 |
DISH
DISH Network Corp.
DISH
|
$4.07K |
Top Sells
| 1 |
Icahn Enterprises
IEP
|
$2M |
| 2 |
Green Brick Partners
GRBK
|
$1.55M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.42M |
| 4 |
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% |
