Mad River Investors as of Sept. 30, 2022
Portfolio Holdings for Mad River Investors
Mad River Investors holds 26 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 60.0 | $82M | 46k | 1777.23 | |
| Civeo Corp Cda Com New (CVEO) | 6.3 | $8.7M | 344k | 25.13 | |
| Caci Intl Cl A (CACI) | 4.5 | $6.1M | 24k | 261.07 | |
| Wheaton Precious Metals Corp (WPM) | 4.1 | $5.6M | 173k | 32.36 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 4.0 | $5.5M | 334k | 16.33 | |
| Franco-Nevada Corporation (FNV) | 3.4 | $4.7M | 39k | 119.49 | |
| Mesabi Tr Ctf Ben Int (MSB) | 3.1 | $4.3M | 198k | 21.51 | |
| Associated Cap Group Cl A (AC) | 2.9 | $4.0M | 109k | 36.76 | |
| Tejon Ranch Company (TRC) | 2.5 | $3.4M | 239k | 14.40 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $2.7M | 9.9k | 267.02 | |
| Cme (CME) | 1.1 | $1.5M | 8.7k | 177.14 | |
| CBOE Holdings (CBOE) | 0.8 | $1.2M | 9.9k | 117.40 | |
| Sandstorm Gold Com New (SAND) | 0.8 | $1.0M | 200k | 5.17 | |
| Intercontinental Exchange (ICE) | 0.7 | $1.0M | 11k | 90.37 | |
| Howard Hughes | 0.7 | $963k | 17k | 55.40 | |
| Boeing Company (BA) | 0.6 | $871k | 7.2k | 121.14 | |
| Rumble Inc Com Cl A (RUM) | 0.5 | $670k | 55k | 12.25 | |
| Rli (RLI) | 0.4 | $614k | 6.0k | 102.33 | |
| Liberty Media Corp Del Com Ser C Frmla | 0.4 | $564k | 9.6k | 58.55 | |
| Gamco Invs Cl A Com (GAMI) | 0.3 | $439k | 26k | 17.05 | |
| eBay (EBAY) | 0.3 | $438k | 12k | 36.81 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.2 | $281k | 27k | 10.60 | |
| Walt Disney Company (DIS) | 0.2 | $226k | 2.4k | 94.17 | |
| Core Scientific Common Stock | 0.1 | $200k | 154k | 1.30 | |
| RENN Global Entrepreneurs Fund (RCG) | 0.0 | $60k | 28k | 2.14 | |
| Mammoth Energy Svcs (TUSK) | 0.0 | $38k | 11k | 3.38 |
