Mad River Investors as of March 31, 2022
Portfolio Holdings for Mad River Investors
Mad River Investors holds 29 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 48.2 | $63M | 46k | 1352.11 | |
| Civeo Corp Cda Com New (CVEO) | 6.2 | $8.0M | 341k | 23.60 | |
| Wheaton Precious Metals Corp (WPM) | 6.2 | $8.0M | 169k | 47.58 | |
| Caci Intl Cl A (CACI) | 5.4 | $7.1M | 23k | 301.28 | |
| Franco-Nevada Corporation (FNV) | 4.7 | $6.0M | 38k | 159.51 | |
| Mesabi Tr Ctf Ben Int (MSB) | 4.0 | $5.1M | 192k | 26.64 | |
| Associated Cap Group Cl A (AC) | 3.6 | $4.6M | 110k | 41.91 | |
| Tejon Ranch Company (TRC) | 3.5 | $4.5M | 249k | 18.26 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.7 | $3.5M | 10k | 352.89 | |
| Howard Hughes | 1.8 | $2.4M | 23k | 103.61 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 1.8 | $2.3M | 183k | 12.51 | |
| Cme (CME) | 1.6 | $2.1M | 8.8k | 237.91 | |
| eBay (EBAY) | 1.4 | $1.9M | 33k | 57.27 | |
| Intercontinental Exchange (ICE) | 1.2 | $1.6M | 12k | 132.16 | |
| Sandstorm Gold Com New (SAND) | 1.2 | $1.6M | 197k | 8.08 | |
| Boeing Company (BA) | 1.2 | $1.5M | 8.0k | 191.48 | |
| Core Scientific Common Stock | 1.0 | $1.3M | 158k | 8.23 | |
| CBOE Holdings (CBOE) | 0.9 | $1.2M | 10k | 114.40 | |
| Liberty Media Corp Del Com Ser C Frmla | 0.6 | $821k | 12k | 69.87 | |
| Cf Acquisition Corp Vi Com Cl A | 0.5 | $677k | 57k | 11.88 | |
| Rli (RLI) | 0.5 | $664k | 6.0k | 110.67 | |
| Gamco Invs Cl A Com (GAMI) | 0.4 | $581k | 26k | 22.09 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.3 | $348k | 27k | 13.13 | |
| Walt Disney Company (DIS) | 0.3 | $329k | 2.4k | 137.08 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.2 | $295k | 2.2k | 135.51 | |
| Johnson & Johnson (JNJ) | 0.2 | $213k | 1.2k | 177.50 | |
| Liberty Media Corp Del Com Ser A Frmla | 0.2 | $204k | 3.2k | 63.22 | |
| RENN Global Entrepreneurs Fund (RCG) | 0.0 | $60k | 28k | 2.14 | |
| Mammoth Energy Svcs (TUSK) | 0.0 | $23k | 11k | 2.15 |
