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
+14.09%
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
$120M
AUM Growth
+$16.8M
Cap. Flow
+$5.11M
Cap. Flow %
4.24%
Top 10 Hldgs %
80.65%
Holding
30
New
2
Increased
5
Reduced
11
Closed
1

Top Buys

1
TUSK icon
Mammoth Energy Services
TUSK
+$2.03M
2
CACI icon
CACI
CACI
+$1.83M
3
AC
Associated Capital Group
AC
+$1.71M
4
WPM icon
Wheaton Precious Metals
WPM
+$19.4K
5
CVEO icon
Civeo
CVEO
+$18.9K

Top Sells

1
JNJ icon
Johnson & Johnson
JNJ
+$154K
2
HHH icon
Howard Hughes
HHH
+$134K
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$62.4K
4
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$56.4K
5
BN icon
Brookfield
BN
+$30K

Sector Composition

1 Energy 34.02%
2 Financials 14.98%
3 Communication Services 14.01%
4 Consumer Discretionary 10.69%
5 Real Estate 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TPL icon
1
Texas Pacific Land
TPL
$28.7B
$40.2M 33.38%
520,587
+90
+0% +$6.31K
CVEO icon
2
Civeo
CVEO
$350M
$12.9M 10.69%
246,067
+417
+0.2% +$18.9K
HHH icon
3
Howard Hughes
HHH
$4.3B
$11.4M 9.44%
90,085
-1,051
-1% -$134K
LSXMK
4
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$6.26M 5.19%
181,066
-525
-0.3% -$17.5K
WPM icon
5
Wheaton Precious Metals
WPM
$49.3B
$5.65M 4.69%
256,200
+900
+0.4% +$19.4K
BRK.B icon
6
Berkshire Hathaway Class B
BRK.B
$1.06T
$5.26M 4.37%
28,184
-320
-1% -$62.4K
AC
7
DELISTED
Associated Capital Group
AC
$5.22M 4.34%
138,338
+45,526
+49% +$1.71M
GLIBA
8
DELISTED
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
$3.74M 3.1%
82,957
-1,223
-1% -$56.4K
LBRDK icon
9
Liberty Broadband Class C
LBRDK
$4.31B
$3.48M 2.89%
46,017
-120
-0.3% -$9.09K
BN icon
10
Brookfield
BN
$107B
$3.07M 2.55%
212,290
-2,102
-1% -$30K
LSXMA
11
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$2.94M 2.44%
90,440
– –
ECHO
12
EchoStar
ECHO
$27.4B
$2.46M 2.04%
68,302
– –
TUSK icon
13
Mammoth Energy Services
TUSK
$133M
$1.96M 1.63%
+57,700
New +$2.03M
CACI icon
14
CACI
CACI
$10.4B
$1.91M 1.58%
+11,325
New +$1.83M
CME icon
15
CME Group
CME
$88B
$1.86M 1.55%
11,370
– –
FWONK icon
16
Liberty Media Series C
FWONK
$25.3B
$1.77M 1.47%
49,337
-103
-0.2% -$3.14K
DISH
17
DELISTED
DISH Network Corp.
DISH
$1.69M 1.41%
50,375
-300
-0.6% -$10.2K
LGF.B
18
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
$1.67M 1.39%
71,275
-135
-0.2% -$3.13K
CBOE icon
19
Cboe Global Markets
CBOE
$28.8B
$1.6M 1.32%
15,340
+95
+0.6% +$10K
LBRDA icon
20
Liberty Broadband Class A
LBRDA
$4.3B
$1.23M 1.02%
16,229
– –
RLI icon
21
RLI Corp
RLI
$5.53B
$1.03M 0.86%
31,240
– –
NVGS icon
22
Navigator Holdings
NVGS
$1.3B
$770K 0.64%
60,900
-1,800
-3% -$20.5K
FWONA icon
23
Liberty Media Series A
FWONA
$23.1B
$582K 0.48%
17,217
– –
NEA icon
24
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.48B
$431K 0.36%
33,097
– –
MMM icon
25
3M
MMM
$81.7B
$417K 0.35%
2,533
– –
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