$85.8 Million is the total value of MAD RIVER INVESTORS's 28 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPL | Buy | TEXAS PAC LD TRsub ctf prop it | $13,106,000 | +12.4% | 44,610 | +7.0% | 15.27% | +11.0% |
| WPM | New | WHEATON PRECIOUS METALS CORP | $4,843,000 | – | 243,500 | +100.0% | 5.64% | – |
| CVEO | Buy | CIVEO CORP CDA | $3,538,000 | +99.3% | 1,684,900 | +183.8% | 4.12% | +96.8% |
| DISH | Buy | DISH NETWORK CORPcl a | $3,041,000 | +0.3% | 48,450 | +1.4% | 3.54% | -1.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 43 | Q2 2024 | 8.2% |
| HOWARD HUGHES CORP | 41 | Q2 2023 | 13.7% |
| RLI CORP | 35 | Q2 2024 | 1.4% |
| DISNEY WALT CO | 35 | Q2 2024 | 0.4% |
| TEXAS PAC LD TR | 31 | Q4 2020 | 39.4% |
| ASSOCIATED CAP GROUP INC | 30 | Q2 2024 | 6.3% |
| LIBERTY BROADBAND CORP | 30 | Q1 2022 | 5.5% |
| WHEATON PRECIOUS METALS CORP | 29 | Q2 2024 | 14.1% |
| LIBERTY MEDIA CORP FORMULA 1 CLASS C | 29 | Q2 2023 | 2.0% |
| LIBERTY BROADBAND CORP | 29 | Q4 2021 | 1.6% |
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 | 2024-08-02 |
| 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 |
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.