MAD RIVER INVESTORS - Q4 2018 holdings

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$90.5 Million is the total value of MAD RIVER INVESTORS's 28 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
TPL SellTEXAS PAC LD TRsub ctf prop i t$31,163,000
-37.4%
57,535
-0.3%
34.44%
-10.3%
HHC SellHOWARD HUGHES CORP$8,181,000
-22.8%
83,806
-1.7%
9.04%
+10.8%
BRKB SellBERKSHIRE HATHAWAY INC DELcl b$5,683,000
-5.8%
27,834
-1.2%
6.28%
+35.0%
LSXMK SellLIBERTY MEDIA CORP DELAWARE$5,081,000
-15.1%
137,408
-0.2%
5.62%
+21.7%
AC SellASSOCIATED CAP GROUP INCcl a$5,009,000
-18.4%
142,175
-1.4%
5.54%
+17.1%
WPM SellWHEATON PRECIOUS METALS CORP$4,953,000
+10.7%
253,600
-0.8%
5.48%
+58.8%
CVEO SellCIVEO CORP CDA$3,780,000
-69.1%
2,643,400
-10.3%
4.18%
-55.7%
GLIBA SellGCI LIBERTY INC$3,366,000
-20.3%
81,781
-1.3%
3.72%
+14.3%
LBRDK SellLIBERTY BROADBAND CORP$3,280,000
-15.3%
45,542
-0.9%
3.62%
+21.4%
BAM  BROOKFIELD ASSET MGMT INCcl a$2,905,000
-13.9%
75,7440.0%3.21%
+23.5%
LSXMA SellLIBERTY MEDIA CORP DELAWARE$2,394,000
-15.6%
65,055
-0.4%
2.65%
+20.9%
CME SellCME GROUP INC$2,125,000
+10.0%
11,295
-0.4%
2.35%
+57.8%
CACI SellCACI INTL INCcl a$1,600,000
-23.1%
11,110
-1.7%
1.77%
+10.2%
CBOE SellCBOE GLOBAL MARKETS INC$1,466,000
-0.3%
14,990
-2.1%
1.62%
+43.0%
FWONK SellLIBERTY MEDIA CORP DELAWARE$1,450,000
-18.0%
47,233
-0.6%
1.60%
+17.6%
SATS SellECHOSTAR CORPcl a$1,145,000
-55.0%
31,175
-43.2%
1.27%
-35.4%
LBRDA SellLIBERTY BROADBAND CORP$1,136,000
-17.0%
15,822
-2.5%
1.26%
+19.1%
RLI  RLI CORP$1,078,000
-12.1%
15,6200.0%1.19%
+26.0%
DISH SellDISH NETWORK CORPcl a$940,000
-43.6%
37,637
-19.3%
1.04%
-19.1%
LGFB SellLIONS GATE ENTMNT CORPcl b non vtg$788,000
-52.4%
52,973
-25.5%
0.87%
-31.8%
TUSK SellMAMMOTH ENERGY SVCS INC$536,000
-65.4%
29,800
-44.1%
0.59%
-50.5%
FWONA SellLIBERTY MEDIA CORP DELAWARE$478,000
-18.6%
16,077
-2.5%
0.53%
+16.6%
NEA  NUVEEN AMT FREE QLTY MUN INC$407,000
-2.9%
33,0970.0%0.45%
+39.3%
MMM  3M CO$404,000
-9.4%
2,1180.0%0.45%
+29.9%
NVGS SellNAVIGATOR HOLDINGS LTD$399,000
-44.3%
42,400
-28.4%
0.44%
-20.1%
UNH  UNITEDHEALTH GROUP INC$336,000
-6.4%
1,3500.0%0.37%
+33.9%
DIS  DISNEY WALT CO$263,000
-6.4%
2,4000.0%0.29%
+34.1%
PME  PINGTAN MARINE ENTERPRISE LT$127,000
+14.4%
49,7690.0%0.14%
+62.8%
Original filings

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

  • View 13F-HR filed 2019-02-06
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 Q4 2018 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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