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
$78.6M
AUM Growth
-$8.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$19K

Top Sells

1
+$1.11M
2
+$923K
3
+$848K
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$408K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$384K

Sector Composition

1 Energy 31.37%
2 Materials 22.65%
3 Financials 16.72%
4 Communication Services 8.77%
5 Technology 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.7M 31.37%
163,878
-6,135
2
$11.1M 14.1%
225,977
-22,525
3
$5.51M 7.01%
39,490
-1,025
4
$5.19M 6.6%
24,355
-625
5
$4.69M 5.97%
129,875
-5,574
6
$3.76M 4.79%
26,338
-5,936
7
$3.57M 4.54%
16,749
-1,805
8
$2.97M 3.78%
366,931
-11,750
9
$2.81M 3.58%
51,269
-1,739
10
$2.42M 3.08%
94,502
-15,928
11
$1.79M 2.28%
10,707
-325
12
$1.57M 2%
44,767
-1,382
13
$1.45M 1.85%
8,790
-300
14
$1.33M 1.69%
13,250
-500
15
$1.21M 1.53%
+56,850
16
$1.19M 1.51%
13,510
-505
17
$775K 0.99%
5,464
-588
18
$769K 0.98%
31,562
-4,543
19
$586K 0.75%
14,000
20
$490K 0.62%
15,285
-645
21
$475K 0.6%
33,097
22
$298K 0.38%
2,400
23
$19K 0.02%
+11,700