MRI

Mad River Investors Portfolio holdings

AUM $233M
1-Year Est. Return 43.37%
This Quarter Est. Return
1 Year Est. Return
+43.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$9.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$278K

Top Sells

1
+$245K
2
+$134K
3
+$128K
4
TPL icon
Texas Pacific Land
TPL
+$104K
5
HHH icon
Howard Hughes
HHH
+$77.1K

Sector Composition

1 Energy 38.93%
2 Financials 15.55%
3 Communication Services 13.85%
4 Consumer Discretionary 9.42%
5 Real Estate 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.8M 38.38%
173,169
-360
2
$12.2M 9.42%
245,442
-625
3
$10.6M 8.16%
89,434
-651
4
$6.13M 4.73%
144,896
+6,558
5
$6.03M 4.65%
28,184
6
$5.98M 4.61%
180,836
-230
7
$4.47M 3.45%
255,600
-600
8
$4.22M 3.26%
82,832
-125
9
$3.87M 2.99%
45,942
-75
10
$3.37M 2.6%
212,290
11
$2.84M 2.19%
90,440
12
$2.54M 1.96%
67,685
-617
13
$2.08M 1.6%
11,300
-25
14
$1.93M 1.49%
11,345
-25
15
$1.77M 1.36%
49,163
-174
16
$1.67M 1.29%
46,625
-3,750
17
$1.66M 1.28%
71,125
-150
18
$1.55M 1.2%
53,300
-4,400
19
$1.47M 1.13%
15,315
-25
20
$1.37M 1.06%
16,229
21
$1.23M 0.95%
31,240
22
$716K 0.55%
59,200
-1,700
23
$587K 0.45%
17,217
24
$446K 0.34%
2,533
25
$419K 0.32%
33,097
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