Mad River Investors as of Dec. 31, 2021
Portfolio Holdings for Mad River Investors
Mad River Investors holds 29 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 48.7 | $64M | 51k | 1248.87 | |
| Wheaton Precious Metals Corp (WPM) | 6.8 | $8.9M | 208k | 42.93 | |
| Civeo Corp Cda Com New (CVEO) | 5.3 | $7.0M | 366k | 19.17 | |
| Caci Intl Cl A (CACI) | 5.1 | $6.7M | 25k | 269.22 | |
| Franco-Nevada Corporation (FNV) | 4.2 | $5.5M | 40k | 138.30 | |
| Mesabi Tr Ctf Ben Int (MSB) | 3.9 | $5.1M | 193k | 26.42 | |
| Tejon Ranch Company (TRC) | 3.8 | $5.0M | 263k | 19.08 | |
| Associated Cap Group Cl A (AC) | 3.8 | $5.0M | 117k | 43.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $3.3M | 11k | 299.03 | |
| Howard Hughes | 2.0 | $2.7M | 26k | 101.77 | |
| eBay (EBAY) | 1.8 | $2.3M | 35k | 66.50 | |
| Cme (CME) | 1.7 | $2.2M | 9.7k | 228.51 | |
| Intercontinental Exchange (ICE) | 1.3 | $1.8M | 13k | 136.79 | |
| Power & Digital Infra Acq Com Cl A | 1.3 | $1.7M | 159k | 10.95 | |
| Boeing Company (BA) | 1.3 | $1.7M | 8.5k | 201.30 | |
| CBOE Holdings (CBOE) | 1.1 | $1.5M | 11k | 130.36 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 1.0 | $1.2M | 7.8k | 161.12 | |
| Liberty Media Corp Del Com Ser C Frmla | 0.9 | $1.2M | 19k | 63.22 | |
| Sandstorm Gold Com New (SAND) | 0.8 | $1.1M | 176k | 6.20 | |
| Rli (RLI) | 0.6 | $785k | 7.0k | 112.14 | |
| Gamco Invs Cl A Com (GAMI) | 0.5 | $657k | 26k | 24.98 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.3 | $413k | 27k | 15.58 | |
| Walt Disney Company (DIS) | 0.3 | $372k | 2.4k | 155.00 | |
| Liberty Media Corp Del Com C Siriusxm | 0.2 | $272k | 5.4k | 50.80 | |
| Liberty Media Corp Del Com Ser A Frmla | 0.2 | $234k | 4.0k | 59.24 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 0.2 | $214k | 1.3k | 161.14 | |
| Johnson & Johnson (JNJ) | 0.2 | $205k | 1.2k | 170.83 | |
| RENN Global Entrepreneurs Fund (RCG) | 0.0 | $56k | 21k | 2.67 | |
| Mammoth Energy Svcs (TUSK) | 0.0 | $19k | 11k | 1.78 |
