Latest statistics and disclosures from Mad River Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TPL, WPM, CACI, CVEO, MSB, and represent 75.14% of Mad River Investors's stock portfolio.
- Added to shares of these 9 stocks: TPL (+$87M), CVEO, MSB, CACI, HHC, CBOE, ICE, FNV, CME.
- Started 1 new stock positions in TPL.
- Reduced shares in these 10 stocks: Texas Pacific Land Trust (-$40M), LSXMA, WPM, LSXMK, LBRDK, BRK.B, AC, BA, FWONK, FWONA.
- Sold out of its positions in Texas Pacific Land Trust.
- Mad River Investors was a net buyer of stock by $46M.
- Mad River Investors has $150M in assets under management (AUM), dropping by 47.29%.
- Central Index Key (CIK): 0001384484
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Portfolio Holdings for Mad River Investors
Companies in the Mad River Investors portfolio as of the March 2021 quarterly 13F filing
|Company (Ticker)||Portfolio Weight||Valued At||Change in Shares||Share Count||Share Price|
|Texas Pacific Land Corp (TPL)||57.7||$87M||NEW||55k||1589.43|
|Wheaton Precious Metals Corp (WPM)||5.7||$8.5M||223k||38.21|
|Caci Intl Cl A (CACI)||4.1||$6.2M||25k||246.65|
|Civeo Corp Cda Com New (CVEO)||3.9||$5.8M||+5%||379k||15.31|
|Mesabi Tr Ctf Ben Int (MSB)||3.8||$5.6M||+3%||188k||30.08|
|Franco-Nevada Corporation (FNV)||3.3||$5.0M||40k||125.30|
|Associated Cap Group Cl A (AC)||3.0||$4.5M||127k||35.86|
|Howard Hughes (HHC)||3.0||$4.5M||48k||95.13|
|Berkshire Hathaway Inc Del Cl B New (BRK.B)||2.7||$4.1M||16k||255.47|
|Liberty Broadband Corp Com Ser C (LBRDK)||2.5||$3.7M||-3%||25k||150.16|
|Liberty Media Corp Del Com C Siriusxm (LSXMK)||1.9||$2.9M||-4%||65k||44.11|
|Boeing Company (BA)||1.5||$2.3M||8.9k||254.69|
|Liberty Media Corp Del Com Ser C Frmla (FWONK)||1.2||$1.9M||43k||43.30|
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|Intercontinental Exchange (ICE)||1.0||$1.5M||14k||111.71|
|CBOE Holdings (CBOE)||0.8||$1.2M||12k||98.69|
|Liberty Broadband Corp Com Ser A (LBRDA)||0.5||$707k||4.9k||145.23|
|Liberty Media Corp Del Com Ser A Frmla (FWONA)||0.3||$521k||14k||38.21|
|Liberty Media Corp Del Com A Siriusxm (LSXMA)||0.3||$508k||-33%||12k||44.10|
|Nuveen Insured Tax-Free Adv Munici (NEA)||0.3||$490k||33k||14.80|
|Walt Disney Company (DIS)||0.3||$443k||2.4k||184.58|
|Mammoth Energy Svcs (TUSK)||0.0||$57k||-8%||11k||5.33|
Past Filings by Mad River Investors
SEC 13F filings are viewable for Mad River Investors going back to 2010
- Mad River Investors 2021 Q1 filed May 3, 2021
- Mad River Investors 2020 Q4 filed Feb. 3, 2021
- Mad River Investors 2020 Q3 filed Oct. 29, 2020
- Mad River Investors 2020 Q2 filed Aug. 10, 2020
- Mad River Investors 2020 Q1 filed May 5, 2020
- Mad River Investors 2019 Q4 filed Jan. 30, 2020
- Mad River Investors 2019 Q3 filed Oct. 30, 2019
- Mad River Investors 2019 Q2 filed Aug. 7, 2019
- Mad River Investors 2019 Q1 filed May 6, 2019
- Mad River Investors 2018 Q4 filed Feb. 6, 2019
- Mad River Investors 2018 Q3 filed Nov. 1, 2018
- Mad River Investors 2018 Q2 filed Aug. 1, 2018
- Mad River Investors 2018 Q1 filed April 23, 2018
- Mad River Investors 2017 Q4 filed Jan. 30, 2018
- Mad River Investors 2017 Q3 filed Nov. 13, 2017
- Mad River Investors 2017 Q2 filed Aug. 4, 2017