Mad River Investors as of Dec. 31, 2020
Portfolio Holdings for Mad River Investors
Mad River Investors holds 23 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Trust | 39.2 | $40M | 55k | 727.00 | |
| Wheaton Precious Metals Corp (WPM) | 9.3 | $9.5M | 227k | 41.74 | |
| CACI International (CACI) | 6.1 | $6.2M | 25k | 249.32 | |
| Mesabi Tr Ben Int (MSB) | 5.0 | $5.1M | 182k | 28.05 | |
| Civeo Corp (CVEO) | 4.9 | $5.0M | 360k | 13.90 | |
| Franco-Nevada Corporation (FNV) | 4.9 | $5.0M | 40k | 125.33 | |
| Associated Cap Group Inc cl a (AC) | 4.4 | $4.5M | 129k | 35.12 | |
| Liberty Broadband Corp Class A (LBRDK) | 4.0 | $4.0M | 26k | 158.38 | |
| Berkshire Hathaway (BRK.B) | 3.7 | $3.8M | 16k | 231.87 | |
| Howard Hughes | 3.7 | $3.7M | 47k | 78.92 | |
| Liberty Media Corp Del Class A | 2.9 | $3.0M | 68k | 43.51 | |
| Cme (CME) | 1.9 | $1.9M | 11k | 182.01 | |
| Boeing Company (BA) | 1.9 | $1.9M | 8.9k | 214.04 | |
| Liberty Media Corp Del Class A | 1.8 | $1.8M | 43k | 42.60 | |
| Intercontinental Exchange (ICE) | 1.5 | $1.6M | 14k | 115.32 | |
| CBOE Holdings (CBOE) | 1.1 | $1.1M | 12k | 93.11 | |
| Liberty Broadband Corp Class A (LBRDA) | 0.8 | $776k | 4.9k | 157.66 | |
| Liberty Media Corp Del Class A | 0.7 | $748k | 17k | 43.21 | |
| Rli (RLI) | 0.7 | $729k | 7.0k | 104.14 | |
| Liberty Media Corp Del Class A | 0.5 | $526k | 14k | 37.98 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.5 | $500k | 33k | 15.11 | |
| Walt Disney Company (DIS) | 0.4 | $435k | 2.4k | 181.25 | |
| Mammoth Energy Svcs (TUSK) | 0.1 | $52k | 12k | 4.44 |
