$84.7 Million is the total value of MAD RIVER INVESTORS's 28 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPL | Buy | TEXAS PAC LD TRsub | $11,659,000 | -5.5% | 41,675 | +0.3% | 13.76% | -13.6% |
| HHC | Buy | HOWARD HUGHES CORP | $10,288,000 | +3.3% | 87,744 | +0.5% | 12.14% | -5.5% |
| IEP | Buy | ICAHN ENTERPRISES LPdpu | $7,548,000 | -7.5% | 147,316 | +8.2% | 8.91% | -15.4% |
| SLW | Buy | SILVER WHEATON CORP | $5,109,000 | +8.8% | 245,150 | +0.9% | 6.03% | -0.5% |
| LBRDK | Buy | LIBERTY BROADBAND CORP | $4,075,000 | +18.9% | 47,164 | +1.9% | 4.81% | +8.7% |
| LVNTA | Buy | LIBERTY INTERACTIVE CORP | $3,779,000 | +27.5% | 84,949 | +5.6% | 4.46% | +16.5% |
| AC | New | ASSOCIATED CAP GROUP INCcl a | $3,357,000 | – | 92,850 | +100.0% | 3.96% | – |
| SATS | Buy | ECHOSTAR CORPcl a | $3,158,000 | +24.1% | 55,450 | +12.0% | 3.73% | +13.5% |
| DISH | Buy | DISH NETWORK CORPcl a | $3,033,000 | +11.3% | 47,775 | +1.6% | 3.58% | +1.8% |
| CVEO | New | CIVEO CORP CDA | $1,775,000 | – | 593,600 | +100.0% | 2.09% | – |
| LGFB | Buy | LIONS GATE ENTMNT CORPcl b | $1,754,000 | +56.5% | 71,936 | +57.5% | 2.07% | +43.1% |
| FWONK | Buy | LIBERTY MEDIA CORP DELAWARE | $1,618,000 | +44.9% | 47,372 | +32.9% | 1.91% | +32.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-04-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| HOWARD HUGHES CORP | 41 | Q2 2023 | 13.7% |
| BERKSHIRE HATHAWAY INC DEL | 40 | Q3 2023 | 8.2% |
| RLI CORP | 32 | Q3 2023 | 1.4% |
| DISNEY WALT CO | 32 | Q2 2023 | 0.4% |
| TEXAS PAC LD TR | 31 | Q4 2020 | 39.4% |
| LIBERTY BROADBAND CORP | 30 | Q1 2022 | 5.5% |
| LIBERTY MEDIA CORP FORMULA 1 CLASS C | 29 | Q2 2023 | 2.0% |
| LIBERTY BROADBAND CORP | 29 | Q4 2021 | 1.6% |
| ASSOCIATED CAP GROUP INC | 27 | Q3 2023 | 6.3% |
| BROOKFIELD ASSET MGMT INC | 27 | Q4 2019 | 3.6% |
View MAD RIVER INVESTORS's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Atlas Energy Group, LLCSold out | April 24, 2017 | 0 | 0.0% |
View MAD RIVER INVESTORS's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-09 |
View MAD RIVER INVESTORS's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.