Mad River Investors as of June 30, 2022
Portfolio Holdings for Mad River Investors
Mad River Investors holds 27 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 53.9 | $69M | 46k | 1488.02 | |
| Civeo Corp Cda Com New (CVEO) | 6.9 | $8.9M | 342k | 25.87 | |
| Caci Intl Cl A (CACI) | 5.2 | $6.6M | 24k | 281.77 | |
| Wheaton Precious Metals Corp (WPM) | 4.8 | $6.1M | 170k | 36.03 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 4.2 | $5.4M | 326k | 16.55 | |
| Franco-Nevada Corporation (FNV) | 4.0 | $5.1M | 39k | 131.59 | |
| Mesabi Tr Ctf Ben Int (MSB) | 3.7 | $4.8M | 195k | 24.52 | |
| Associated Cap Group Cl A (AC) | 3.1 | $3.9M | 109k | 35.83 | |
| Tejon Ranch Company (TRC) | 3.0 | $3.8M | 248k | 15.52 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $2.7M | 9.9k | 273.07 | |
| Cme (CME) | 1.4 | $1.8M | 8.7k | 204.71 | |
| Sandstorm Gold Com New (SAND) | 1.0 | $1.2M | 205k | 5.95 | |
| Howard Hughes | 0.9 | $1.2M | 18k | 68.07 | |
| Intercontinental Exchange (ICE) | 0.9 | $1.1M | 12k | 94.04 | |
| CBOE Holdings (CBOE) | 0.9 | $1.1M | 9.9k | 113.14 | |
| Boeing Company (BA) | 0.8 | $1.1M | 7.7k | 136.76 | |
| Rli (RLI) | 0.5 | $700k | 6.0k | 116.67 | |
| eBay (EBAY) | 0.5 | $615k | 15k | 41.69 | |
| Liberty Media Corp Del Com Serc Frmla | 0.5 | $611k | 9.6k | 63.43 | |
| Cf Acquisition Corp Vi Com Cl A | 0.4 | $568k | 57k | 9.96 | |
| Gamco Invs Cl A Com (GAMI) | 0.4 | $550k | 26k | 20.91 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.2 | $311k | 27k | 11.74 | |
| Core Scientific Common Stock | 0.2 | $243k | 163k | 1.49 | |
| Walt Disney Company (DIS) | 0.2 | $227k | 2.4k | 94.58 | |
| Johnson & Johnson (JNJ) | 0.2 | $213k | 1.2k | 177.50 | |
| RENN Global Entrepreneurs Fund (RCG) | 0.1 | $64k | 28k | 2.29 | |
| Mammoth Energy Svcs (TUSK) | 0.0 | $24k | 11k | 2.24 |
