Mad River Investors as of March 31, 2021
Portfolio Holdings for Mad River Investors
Mad River Investors holds 23 positions in its portfolio as reported in 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 | 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 | 379k | 15.31 | |
| Mesabi Tr Ctf Ben Int (MSB) | 3.8 | $5.6M | 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 | 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 | 25k | 150.16 | |
| Liberty Media Corp Del Com C Siriusxm | 1.9 | $2.9M | 65k | 44.11 | |
| Boeing Company (BA) | 1.5 | $2.3M | 8.9k | 254.69 | |
| Cme (CME) | 1.5 | $2.2M | 11k | 204.22 | |
| Liberty Media Corp Del Com Ser C Frmla | 1.2 | $1.9M | 43k | 43.30 | |
| Intercontinental Exchange (ICE) | 1.0 | $1.5M | 14k | 111.71 | |
| CBOE Holdings (CBOE) | 0.8 | $1.2M | 12k | 98.69 | |
| Rli (RLI) | 0.5 | $781k | 7.0k | 111.57 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.5 | $707k | 4.9k | 145.23 | |
| Liberty Media Corp Del Com Ser A Frmla | 0.3 | $521k | 14k | 38.21 | |
| Liberty Media Corp Del Com A Siriusxm | 0.3 | $508k | 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 | 11k | 5.33 |
