Mad River Investors as of Dec. 31, 2022
Portfolio Holdings for Mad River Investors
Mad River Investors holds 26 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 62.3 | $107M | 46k | 2344.23 | |
| Civeo Corp Cda Com New (CVEO) | 6.2 | $11M | 344k | 31.10 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 4.8 | $8.3M | 331k | 25.20 | |
| Caci Intl Cl A (CACI) | 4.1 | $7.1M | 24k | 300.59 | |
| Wheaton Precious Metals Corp (WPM) | 3.9 | $6.7M | 173k | 39.08 | |
| Franco-Nevada Corporation (FNV) | 3.1 | $5.4M | 39k | 136.49 | |
| Mesabi Tr Ctf Ben Int (MSB) | 3.0 | $5.1M | 282k | 18.02 | |
| Associated Cap Group Cl A (AC) | 2.7 | $4.6M | 109k | 41.99 | |
| Tejon Ranch Company (TRC) | 2.6 | $4.5M | 237k | 18.84 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $3.1M | 9.9k | 308.86 | |
| Cme (CME) | 0.8 | $1.4M | 8.5k | 168.19 | |
| CBOE Holdings (CBOE) | 0.7 | $1.1M | 9.1k | 125.52 | |
| Howard Hughes | 0.7 | $1.1M | 15k | 76.39 | |
| Intercontinental Exchange (ICE) | 0.6 | $1.1M | 11k | 102.63 | |
| Boeing Company (BA) | 0.6 | $974k | 5.1k | 190.42 | |
| Sandstorm Gold Com New (SAND) | 0.5 | $914k | 174k | 5.26 | |
| Rli (RLI) | 0.5 | $788k | 6.0k | 131.33 | |
| Liberty Media Corp Del Com Ser C Frmla | 0.3 | $527k | 8.8k | 59.81 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.2 | $301k | 27k | 11.36 | |
| Rumble Com Cl A (RUM) | 0.1 | $251k | 42k | 5.95 | |
| eBay (EBAY) | 0.1 | $238k | 5.8k | 41.39 | |
| Johnson & Johnson (JNJ) | 0.1 | $212k | 1.2k | 176.67 | |
| Walt Disney Company (DIS) | 0.1 | $209k | 2.4k | 87.08 | |
| Gamco Invs Cl A Com (GAMI) | 0.1 | $184k | 12k | 15.27 | |
| Mammoth Energy Svcs (TUSK) | 0.1 | $93k | 11k | 8.69 | |
| RENN Global Entrepreneurs Fund (RCG) | 0.0 | $51k | 28k | 1.82 |
