$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 36.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b | $6,326,000 | -0.5% | 37,954 | -2.7% | 7.46% | -9.0% |
| LSXMK | Sell | LIBERTY MEDIA CORP DELAWARE | $5,534,000 | +14.1% | 142,711 | -0.2% | 6.53% | +4.3% |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a | $2,812,000 | +8.7% | 77,116 | -1.6% | 3.32% | -0.6% |
| LSXMA | Sell | LIBERTY MEDIA CORP DELAWARE | $2,642,000 | +11.8% | 67,885 | -0.8% | 3.12% | +2.2% |
| PAH | Sell | PLATFORM SPECIALTY PRODS COR | $1,919,000 | +26.8% | 147,425 | -4.4% | 2.26% | +15.9% |
| GRBK | Sell | GREEN BRICK PARTNERS INC | $1,820,000 | -3.7% | 182,950 | -2.7% | 2.15% | -12.0% |
| CLR | Sell | CONTINENTAL RESOURCES INC | $1,625,000 | -13.2% | 35,788 | -1.5% | 1.92% | -20.7% |
| LBRDA | Sell | LIBERTY BROADBAND CORP | $1,394,000 | +16.5% | 16,381 | -0.9% | 1.64% | +6.5% |
| NVGS | Sell | NAVIGATOR HOLDINGS LTD | $914,000 | +43.0% | 66,500 | -3.2% | 1.08% | +30.7% |
| PGLC | Sell | PERSHING GOLD CORP | $581,000 | -18.4% | 204,647 | -5.9% | 0.69% | -25.4% |
| FWONA | Sell | LIBERTY MEDIA CORP DELAWARE | $554,000 | +3.4% | 16,941 | -0.8% | 0.65% | -5.5% |
| SHLWQ | Sell | SEARS HLDGS CORPwar | $52,000 | -37.3% | 17,495 | -25.4% | 0.06% | -43.0% |
| EMGCQ | Exit | EMERGENT CAP INC | $0 | – | -141,374 | -100.0% | -0.22% | – |
| SRSCQ | Exit | SEARS CDA INC | $0 | – | -111,666 | -100.0% | -0.24% | – |
| CHUBA | Exit | COMMERCEHUB INC | $0 | – | -13,110 | -100.0% | -0.25% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -2,400 | -100.0% | -0.36% | – |
| CHUBK | Exit | COMMERCEHUB INC | $0 | – | -26,267 | -100.0% | -0.51% | – |
| LEXEA | Exit | LIBERTY EXPEDIA HOLDINGS | $0 | – | -11,229 | -100.0% | -0.57% | – |
| SHLDQ | Exit | SEARS HLDGS CORP | $0 | – | -94,550 | -100.0% | -1.13% | – |
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.