$91.3 Million is the total value of MAD RIVER INVESTORS's 24 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HHC | Buy | HOWARD HUGHES CORP | $11,431,000 | +12.1% | 87,079 | +0.7% | 12.52% | +14.7% |
| CVEO | Buy | CIVEO CORP CDA | $5,937,000 | -3.8% | 2,174,900 | +0.4% | 6.50% | -1.6% |
| WPM | Buy | WHEATON PRECIOUS METALS CORP | $5,381,000 | +17.2% | 243,150 | +1.1% | 5.89% | +19.9% |
| SATS | Buy | ECHOSTAR CORPcl a | $3,308,000 | +5.6% | 55,225 | +0.9% | 3.62% | +8.1% |
| AC | Buy | ASSOCIATED CAP GROUP INCcl a | $3,135,000 | -4.3% | 91,950 | +0.2% | 3.43% | -2.1% |
| DISH | Buy | DISH NETWORK CORPcl a | $2,410,000 | -8.4% | 50,475 | +4.0% | 2.64% | -6.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-30
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.