Mad River Investors as of March 31, 2020
Portfolio Holdings for Mad River Investors
Mad River Investors holds 19 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Trust | 33.0 | $22M | 57k | 380.01 | |
| Wheaton Precious Metals Corp (WPM) | 10.5 | $6.9M | 249k | 27.53 | |
| CACI International (CACI) | 8.1 | $5.3M | 25k | 211.17 | |
| Associated Cap Group Inc cl a (AC) | 6.3 | $4.1M | 135k | 30.60 | |
| Franco-Nevada Corporation (FNV) | 6.2 | $4.0M | 41k | 99.52 | |
| Berkshire Hathaway (BRK.B) | 5.9 | $3.8M | 21k | 182.82 | |
| Liberty Broadband Cl C (LBRDK) | 5.5 | $3.6M | 33k | 110.71 | |
| Liberty Media Corp Delaware Com C Siriusxm | 4.9 | $3.2M | 100k | 31.62 | |
| Howard Hughes | 3.9 | $2.6M | 51k | 50.51 | |
| Cme (CME) | 2.9 | $1.9M | 11k | 172.95 | |
| Civeo | 2.9 | $1.9M | 4.5M | 0.41 | |
| Liberty Media Corp Delaware Com A Siriusxm | 2.4 | $1.6M | 50k | 31.70 | |
| CBOE Holdings (CBOE) | 1.9 | $1.3M | 14k | 89.28 | |
| Liberty Media Corp Series C Li | 1.9 | $1.2M | 45k | 27.22 | |
| Liberty Broadband Corporation (LBRDA) | 1.0 | $675k | 6.3k | 107.02 | |
| Rli (RLI) | 0.9 | $616k | 7.0k | 88.00 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.7 | $448k | 33k | 13.54 | |
| Liberty Media Corp Del Com Ser | 0.6 | $394k | 15k | 25.80 | |
| Walt Disney Company (DIS) | 0.4 | $232k | 2.4k | 96.67 |
