MRI
Mad River Investors Portfolio holdings
AUM
$223M
This Quarter Return
+3.83%
1 Year Return
+65.34%
3 Year Return
+180.68%
5 Year Return
+529.7%
10 Year Return
+1,180.57%
AUM
$91.3M
AUM Growth
+$91.3M
(-2.2%)
Cap. Flow
-$4.83M
Cap. Flow
% of AUM
-5.29%
Top 10 Holdings %
Top 10 Hldgs %
81.5%
Holding
25
New
–
Increased
6
Reduced
13
Closed
1
Top Buys
| 1 |
DISH
DISH Network Corp.
DISH
|
$93.1K |
| 2 |
Howard Hughes
HHH
|
$84K |
| 3 |
Wheaton Precious Metals
WPM
|
$58.6K |
| 4 |
EchoStar
SATS
|
$30K |
| 5 |
Civeo
CVEO
|
$23.2K |
Top Sells
| 1 |
Icahn Enterprises
IEP
|
$3.99M |
| 2 |
Texas Pacific Land
TPL
|
$414K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$268K |
| 4 |
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
|
$106K |
| 5 |
Liberty Broadband Class C
LBRDK
|
$90.4K |
Sector Composition
| 1 | Energy | 28.72% |
| 2 | Communication Services | 17.01% |
| 3 | Financials | 14.31% |
| 4 | Real Estate | 12.52% |
| 5 | Consumer Discretionary | 11.39% |
