Mad River Investors as of June 30, 2020
Portfolio Holdings for Mad River Investors
Mad River Investors holds 21 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Trust | 38.6 | $34M | 57k | 594.70 | |
| Wheaton Precious Metals Corp (WPM) | 12.6 | $11M | 249k | 44.05 | |
| Franco-Nevada Corporation (FNV) | 6.5 | $5.7M | 41k | 139.65 | |
| CACI International (CACI) | 6.2 | $5.4M | 25k | 216.89 | |
| Associated Cap Group Inc cl a (AC) | 5.7 | $4.9M | 135k | 36.69 | |
| Liberty Broadband Corp Class C (LBRDK) | 4.6 | $4.0M | 32k | 123.97 | |
| Berkshire Hathaway (BRK.B) | 3.8 | $3.3M | 19k | 178.51 | |
| Liberty Media Corp Del Class C | 3.4 | $2.9M | 86k | 34.45 | |
| Civeo | 3.2 | $2.8M | 4.5M | 0.62 | |
| Howard Hughes | 3.0 | $2.6M | 51k | 51.95 | |
| Cme (CME) | 2.1 | $1.8M | 11k | 162.53 | |
| Boeing Company (BA) | 1.9 | $1.7M | 9.1k | 183.28 | |
| Liberty Media Corp Del Class C | 1.6 | $1.4M | 45k | 31.71 | |
| CBOE Holdings (CBOE) | 1.5 | $1.3M | 14k | 93.26 | |
| Intercontinental Exchange (ICE) | 1.4 | $1.3M | 14k | 91.64 | |
| Liberty Media Corp Del Class A | 1.1 | $916k | 27k | 34.53 | |
| Liberty Broadband Corp Class A (LBRDA) | 0.8 | $739k | 6.1k | 122.11 | |
| Rli (RLI) | 0.7 | $575k | 7.0k | 82.14 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.5 | $460k | 33k | 13.90 | |
| Liberty Media Corp Del Class A | 0.5 | $445k | 15k | 29.18 | |
| Walt Disney Company (DIS) | 0.3 | $268k | 2.4k | 111.67 |
