Mad River Investors as of Sept. 30, 2020
Portfolio Holdings for Mad River Investors
Mad River Investors holds 23 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Trust | 31.4 | $25M | 55k | 451.56 | |
| Wheaton Precious Metals Corp (WPM) | 14.1 | $11M | 226k | 49.07 | |
| Franco-Nevada Corporation (FNV) | 7.0 | $5.5M | 40k | 139.58 | |
| CACI International (CACI) | 6.6 | $5.2M | 24k | 213.18 | |
| Associated Cap Group Inc cl a (AC) | 6.0 | $4.7M | 130k | 36.13 | |
| Liberty Broadband Corp Class C (LBRDK) | 4.8 | $3.8M | 26k | 142.87 | |
| Berkshire Hathaway (BRK.B) | 4.5 | $3.6M | 17k | 212.97 | |
| Civeo | 3.8 | $3.0M | 4.4M | 0.68 | |
| Howard Hughes | 3.6 | $2.8M | 49k | 57.60 | |
| Liberty Media Corp Del Class C | 3.1 | $2.4M | 73k | 33.07 | |
| Cme (CME) | 2.3 | $1.8M | 11k | 167.27 | |
| Liberty Media Corp Del Class C | 2.0 | $1.6M | 43k | 36.27 | |
| Boeing Company (BA) | 1.8 | $1.5M | 8.8k | 165.30 | |
| Intercontinental Exchange (ICE) | 1.7 | $1.3M | 13k | 100.08 | |
| Mesabi Tr Ben Int (MSB) | 1.5 | $1.2M | 57k | 21.21 | |
| CBOE Holdings (CBOE) | 1.5 | $1.2M | 14k | 87.71 | |
| Liberty Broadband Corp Class A (LBRDA) | 1.0 | $775k | 5.5k | 141.84 | |
| Liberty Media Corp Del Class A | 1.0 | $769k | 23k | 33.16 | |
| Rli (RLI) | 0.7 | $586k | 7.0k | 83.71 | |
| Liberty Media Corp Del Class A | 0.6 | $490k | 15k | 33.48 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.6 | $475k | 33k | 14.35 | |
| Walt Disney Company (DIS) | 0.4 | $298k | 2.4k | 124.17 | |
| Mammoth Energy Svcs (TUSK) | 0.0 | $19k | 12k | 1.62 |
