Mad River Investors as of Sept. 30, 2021
Portfolio Holdings for Mad River Investors
Mad River Investors holds 25 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 54.8 | $85M | 53k | 1599.74 | |
| Wheaton Precious Metals Corp (WPM) | 6.1 | $9.5M | 216k | 44.07 | |
| Civeo Corp Cda Com New (CVEO) | 4.3 | $6.7M | 379k | 17.80 | |
| Mesabi Tr Ctf Ben Int (MSB) | 4.3 | $6.7M | 189k | 35.40 | |
| Caci Intl Cl A (CACI) | 4.2 | $6.5M | 25k | 255.12 | |
| Franco-Nevada Corporation (FNV) | 3.8 | $5.9M | 40k | 145.08 | |
| Associated Cap Group Cl A (AC) | 3.0 | $4.7M | 121k | 38.86 | |
| Howard Hughes | 2.9 | $4.5M | 46k | 97.46 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $3.9M | 14k | 277.94 | |
| Sandstorm Gold Com New (SAND) | 2.0 | $3.1M | 389k | 7.89 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.8 | $2.9M | 17k | 173.64 | |
| eBay (EBAY) | 1.7 | $2.6M | 37k | 70.21 | |
| Cme (CME) | 1.4 | $2.2M | 10k | 212.68 | |
| Boeing Company (BA) | 1.3 | $2.1M | 8.7k | 239.54 | |
| Liberty Media Corp Del Com Ser C Frmla | 1.3 | $2.0M | 42k | 48.22 | |
| Intercontinental Exchange (ICE) | 1.0 | $1.6M | 13k | 118.72 | |
| CBOE Holdings (CBOE) | 0.9 | $1.4M | 12k | 119.03 | |
| Liberty Media Corp Del Com C Siriusxm | 0.7 | $1.2M | 25k | 46.39 | |
| Rli (RLI) | 0.5 | $732k | 7.0k | 104.57 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.4 | $562k | 3.3k | 168.26 | |
| Liberty Media Corp Del Com Ser A Frmla | 0.4 | $560k | 13k | 42.64 | |
| Walt Disney Company (DIS) | 0.3 | $422k | 2.4k | 175.83 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.3 | $416k | 27k | 15.70 | |
| Liberty Media Corp Del Com A Siriusxm | 0.2 | $354k | 7.6k | 46.55 | |
| Mammoth Energy Svcs (TUSK) | 0.0 | $49k | 11k | 4.58 |
