$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 7.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPL | Sell | TEXAS PAC LD TRsub ctf prop i t | $25,609,000 | +8.8% | 57,339 | -1.6% | 28.04% | +11.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $5,650,000 | +3.2% | 28,504 | -4.5% | 6.19% | +5.6% |
| LSXMK | Sell | LIBERTY MEDIA CORP DELAWARE | $5,456,000 | -7.1% | 137,573 | -1.9% | 5.98% | -5.0% |
| LVNTA | Sell | LIBERTY INTERACTIVE CORP | $4,463,000 | -7.0% | 82,280 | -1.4% | 4.89% | -4.9% |
| LBRDK | Sell | LIBERTY BROADBAND CORP | $3,856,000 | -12.7% | 45,282 | -2.3% | 4.22% | -10.7% |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $3,331,000 | +5.0% | 76,494 | -0.4% | 3.65% | +7.5% |
| LSXMA | Sell | LIBERTY MEDIA CORP DELAWARE | $2,620,000 | -7.3% | 66,049 | -2.1% | 2.87% | -5.2% |
| LGFB | Sell | LIONS GATE ENTMNT CORPcl b non vtg | $2,232,000 | -1.6% | 70,306 | -1.5% | 2.44% | +0.6% |
| FWONK | Sell | LIBERTY MEDIA CORP DELAWARE | $1,553,000 | -12.4% | 45,451 | -2.4% | 1.70% | -10.4% |
| LBRDA | Sell | LIBERTY BROADBAND CORP | $1,375,000 | -10.2% | 16,172 | -0.5% | 1.51% | -8.1% |
| NVGS | Sell | NAVIGATOR HOLDINGS LTD | $618,000 | -15.3% | 62,700 | -4.7% | 0.68% | -13.4% |
| FWONA | Sell | LIBERTY MEDIA CORP DELAWARE | $539,000 | -12.2% | 16,482 | -2.1% | 0.59% | -10.2% |
| PGLC | Sell | PERSHING GOLD CORP | $329,000 | -21.7% | 137,093 | -3.8% | 0.36% | -20.0% |
| IEP | Exit | ICAHN ENTERPRISES LPdepositary unit | $0 | – | -72,672 | -100.0% | -4.27% | – |
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.