Mad River Investors as of March 31, 2023
Portfolio Holdings for Mad River Investors
Mad River Investors holds 23 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 51.6 | $73M | 43k | 1701.03 | |
| Wheaton Precious Metals Corp (WPM) | 6.2 | $8.8M | 183k | 48.16 | |
| Mesabi Tr Ctf Ben Int (MSB) | 6.1 | $8.7M | 344k | 25.18 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 5.7 | $8.1M | 332k | 24.40 | |
| Caci Intl Cl A (CACI) | 5.0 | $7.1M | 24k | 296.28 | |
| Civeo Corp Cda Com New (CVEO) | 5.0 | $7.1M | 342k | 20.65 | |
| Franco-Nevada Corporation (FNV) | 4.3 | $6.1M | 42k | 145.80 | |
| Tejon Ranch Company (TRC) | 3.0 | $4.2M | 231k | 18.27 | |
| Associated Cap Group Cl A (AC) | 2.8 | $4.0M | 109k | 36.95 | |
| Carnival Corp Common Stock (CCL) | 2.2 | $3.1M | 309k | 10.15 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $2.5M | 8.1k | 308.77 | |
| Sandstorm Gold Com New (SAND) | 1.1 | $1.6M | 276k | 5.81 | |
| Cme (CME) | 1.1 | $1.5M | 8.0k | 191.52 | |
| CBOE Holdings (CBOE) | 0.8 | $1.2M | 9.0k | 134.24 | |
| Boeing Company (BA) | 0.8 | $1.1M | 5.2k | 212.43 | |
| Intercontinental Exchange (ICE) | 0.8 | $1.1M | 10k | 104.29 | |
| Rli (RLI) | 0.5 | $731k | 5.5k | 132.91 | |
| Howard Hughes | 0.3 | $442k | 5.5k | 80.00 | |
| Liberty Media Corp Del Com Ser C Frmla | 0.3 | $429k | 5.7k | 74.83 | |
| Rumble Com Cl A (RUM) | 0.3 | $422k | 42k | 10.00 | |
| Walt Disney Company (DIS) | 0.2 | $240k | 2.4k | 100.13 | |
| eBay (EBAY) | 0.1 | $209k | 4.7k | 44.37 | |
| RENN Global Entrepreneurs Fund (RCG) | 0.0 | $49k | 28k | 1.75 |
