MAD RIVER INVESTORS - Q3 2017 holdings

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$93.4 Million is the total value of MAD RIVER INVESTORS's 25 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 17.9% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
TPL BuyTEXAS PAC LD TRsub ctf prop i t$23,545,000
+79.7%
58,266
+30.6%
25.21%
+65.1%
HHC SellHOWARD HUGHES CORP$10,194,000
-5.1%
86,439
-1.2%
10.91%
-12.8%
CVEO BuyCIVEO CORP CDA$6,174,000
+74.5%
2,166,400
+28.6%
6.61%
+60.4%
LSXMK SellLIBERTY MEDIA CORP DELAWARE$5,872,000
-0.8%
140,237
-1.2%
6.29%
-8.8%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b new$5,473,000
-14.1%
29,854
-20.6%
5.86%
-21.0%
LVNTA SellLIBERTY INTERACTIVE CORP$4,801,000
+8.6%
83,428
-1.3%
5.14%
-0.2%
WPM SellWHEATON PRECIOUS METALS CORP$4,591,000
-5.2%
240,500
-1.2%
4.92%
-12.9%
LBRDK SellLIBERTY BROADBAND CORP$4,417,000
+8.6%
46,344
-1.2%
4.73%
-0.2%
IEP SellICAHN ENTERPRISES LPdepositary unit$3,987,000
-29.2%
72,672
-33.4%
4.27%
-35.0%
AC SellASSOCIATED CAP GROUP INCcl a$3,275,000
+4.4%
91,750
-0.5%
3.51%
-4.1%
BAM  BROOKFIELD ASSET MGMT INCcl a ltd vt sh$3,171,000
+5.3%
76,7790.0%3.40%
-3.2%
SATS SellECHOSTAR CORPcl a$3,132,000
-6.2%
54,725
-0.5%
3.35%
-13.8%
LSXMA  LIBERTY MEDIA CORP DELAWARE$2,827,000
-0.2%
67,4810.0%3.03%
-8.3%
DISH BuyDISH NETWORK CORPcl a$2,632,000
-13.4%
48,525
+0.2%
2.82%
-20.5%
LGFB SellLIONS GATE ENTMNT CORPcl b non vtg$2,269,000
+20.1%
71,361
-0.8%
2.43%
+10.3%
FWONK SellLIBERTY MEDIA CORP DELAWARE$1,773,000
+2.7%
46,554
-1.3%
1.90%
-5.7%
LBRDA SellLIBERTY BROADBAND CORP$1,531,000
+9.6%
16,255
-0.2%
1.64%
+0.7%
RLI BuyRLI CORP$896,000
+109.8%
15,620
+100.0%
0.96%
+93.0%
NVGS  NAVIGATOR HOLDINGS LTD$730,000
+33.7%
65,8000.0%0.78%
+23.0%
FWONA  LIBERTY MEDIA CORP DELAWARE$614,000
+4.1%
16,8400.0%0.66%
-4.4%
NEA  NUVEEN AMT FREE QLTY MUN INC$458,000
+1.1%
33,0970.0%0.49%
-7.2%
PGLC  PERSHING GOLD CORP$420,000
+5.5%
142,5370.0%0.45%
-3.0%
MMM New3M CO$241,000–1,146
+100.0%
0.26%–
DIS  DISNEY WALT CO$237,000
-7.1%
2,4000.0%0.25%
-14.5%
PME  PINGTAN MARINE ENTERPRISE LT$143,000
-27.4%
49,7690.0%0.15%
-33.2%
SHLWQ ExitSEARS HLDGS CORPw exp 12/15/201$0–-17,356
-100.0%
-0.04%–
CLR ExitCONTINENTAL RESOURCES INC$0–-35,388
-100.0%
-1.33%–
PAH ExitPLATFORM SPECIALTY PRODS COR$0–-96,925
-100.0%
-1.43%–
GRBK ExitGREEN BRICK PARTNERS INC$0–-135,050
-100.0%
-1.80%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2017-11-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
HOWARD HUGHES CORP41Q2 202313.7%
BERKSHIRE HATHAWAY INC DEL40Q3 20238.2%
RLI CORP32Q3 20231.4%
DISNEY WALT CO32Q2 20230.4%
TEXAS PAC LD TR31Q4 202039.4%
LIBERTY BROADBAND CORP30Q1 20225.5%
LIBERTY MEDIA CORP FORMULA 1 CLASS C29Q2 20232.0%
LIBERTY BROADBAND CORP29Q4 20211.6%
ASSOCIATED CAP GROUP INC27Q3 20236.3%
BROOKFIELD ASSET MGMT INC27Q4 20193.6%

View MAD RIVER INVESTORS's complete holdings history.

Latest significant ownerships (13-D/G)
MAD RIVER INVESTORS Q3 2017 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Atlas Energy Group, LLCSold outApril 24, 201700.0%

View MAD RIVER INVESTORS's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-04-19
13F-HR2024-01-26
13F-HR2023-10-18
13F-HR2023-08-03
13F-HR2023-05-04
13F-HR2023-02-06
13F-HR2022-10-26
13F-HR2022-08-08
13F-HR2022-04-28
13F-HR2022-02-09

View MAD RIVER INVESTORS's complete filings history.

All filings

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