Mad River Investors as of Sept. 30, 2023
Portfolio Holdings for Mad River Investors
Mad River Investors holds 25 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 52.1 | $74M | 40k | 1823.58 | |
| Wheaton Precious Metals Corp (WPM) | 5.5 | $7.7M | 190k | 40.55 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 5.0 | $7.1M | 336k | 21.25 | |
| Mesabi Tr Ctf Ben Int (MSB) | 5.0 | $7.1M | 355k | 20.07 | |
| Caci Intl Cl A (CACI) | 4.8 | $6.8M | 22k | 313.93 | |
| Civeo Corp Cda Com New (CVEO) | 4.8 | $6.7M | 326k | 20.73 | |
| Franco-Nevada Corporation (FNV) | 3.9 | $5.6M | 42k | 133.49 | |
| Carnival Corp Common Stock (CCL) | 2.8 | $4.0M | 292k | 13.72 | |
| Associated Cap Group Cl A (AC) | 2.6 | $3.6M | 100k | 36.50 | |
| Tejon Ranch Company (TRC) | 2.4 | $3.5M | 213k | 16.22 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $2.8M | 7.9k | 350.30 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $2.7M | 13k | 212.41 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.1 | $1.6M | 10k | 155.38 | |
| Cme (CME) | 1.1 | $1.5M | 7.4k | 200.22 | |
| CBOE Holdings (CBOE) | 1.0 | $1.4M | 8.9k | 156.21 | |
| Sandstorm Gold Com New (SAND) | 1.0 | $1.4M | 293k | 4.66 | |
| Intercontinental Exchange (ICE) | 0.8 | $1.1M | 10k | 110.02 | |
| Boeing Company (BA) | 0.7 | $973k | 5.1k | 191.68 | |
| Rli (RLI) | 0.5 | $747k | 5.5k | 135.89 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $382k | 8.1k | 47.01 | |
| Liberty Media Corp Del Com Lbty Srm S C (LSXMK) | 0.2 | $293k | 4.7k | 62.30 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $230k | 1.6k | 141.69 | |
| Howard Hughes Holdings (HHH) | 0.2 | $226k | 3.1k | 74.13 | |
| Rumble Com Cl A (RUM) | 0.1 | $212k | 42k | 5.10 | |
| RENN Global Entrepreneurs Fund (RCG) | 0.0 | $50k | 28k | 1.79 |
