Mad River Investors as of June 30, 2023
Portfolio Holdings for Mad River Investors
Mad River Investors holds 27 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 45.4 | $61M | 41k | 1506.31 | |
| Wheaton Precious Metals Corp (WPM) | 6.3 | $8.5M | 191k | 44.83 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 6.0 | $8.1M | 335k | 24.15 | |
| Caci Intl Cl A (CACI) | 5.6 | $7.6M | 22k | 350.44 | |
| Mesabi Tr Ctf Ben Int (MSB) | 5.1 | $6.9M | 352k | 19.66 | |
| Civeo Corp Cda Com New (CVEO) | 4.7 | $6.4M | 329k | 19.54 | |
| Franco-Nevada Corporation (FNV) | 4.5 | $6.1M | 42k | 145.84 | |
| Carnival Corp Common Stock (CCL) | 4.1 | $5.5M | 294k | 18.84 | |
| Tejon Ranch Company (TRC) | 2.8 | $3.9M | 219k | 17.61 | |
| Associated Cap Group Cl A (AC) | 2.8 | $3.8M | 102k | 37.05 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.1 | $2.9M | 13k | 228.35 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $2.8M | 7.9k | 351.96 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $1.7M | 10k | 166.25 | |
| Sandstorm Gold Com New (SAND) | 1.2 | $1.6M | 293k | 5.55 | |
| Cme (CME) | 1.1 | $1.5M | 7.5k | 198.96 | |
| CBOE Holdings (CBOE) | 0.9 | $1.3M | 9.0k | 139.68 | |
| Boeing Company (BA) | 0.9 | $1.2M | 5.2k | 238.85 | |
| Intercontinental Exchange (ICE) | 0.9 | $1.2M | 10k | 114.80 | |
| Rli (RLI) | 0.5 | $734k | 5.5k | 133.41 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $416k | 8.1k | 51.15 | |
| Rumble Com Cl A (RUM) | 0.3 | $362k | 42k | 8.62 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $351k | 2.3k | 154.88 | |
| Liberty Media Corp Del Com Ser C Frmla | 0.3 | $341k | 4.7k | 72.60 | |
| Howard Hughes | 0.2 | $272k | 3.2k | 84.43 | |
| Walt Disney Company (DIS) | 0.2 | $213k | 2.4k | 88.89 | |
| Johnson & Johnson (JNJ) | 0.1 | $201k | 1.2k | 167.53 | |
| RENN Global Entrepreneurs Fund (RCG) | 0.0 | $52k | 28k | 1.85 |
