Mad River Investors as of Dec. 31, 2023
Portfolio Holdings for Mad River Investors
Mad River Investors holds 26 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 48.8 | $53M | 34k | 1572.47 | |
| Wheaton Precious Metals Corp (WPM) | 7.1 | $7.6M | 155k | 49.34 | |
| Caci Intl Cl A (CACI) | 5.3 | $5.7M | 18k | 323.86 | |
| Civeo Corp Cda Com New (CVEO) | 5.2 | $5.6M | 245k | 22.85 | |
| Mesabi Tr Ctf Ben Int (MSB) | 4.9 | $5.3M | 261k | 20.47 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 3.7 | $4.0M | 217k | 18.54 | |
| Franco-Nevada Corporation (FNV) | 3.4 | $3.7M | 33k | 110.81 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 3.3 | $3.6M | 257k | 13.96 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.7 | $3.0M | 13k | 237.22 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $2.8M | 7.9k | 356.66 | |
| Associated Cap Group Cl A (AC) | 2.5 | $2.6M | 74k | 35.71 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.6 | $1.7M | 10k | 170.40 | |
| Tejon Ranch Company (TRC) | 1.6 | $1.7M | 98k | 17.20 | |
| Boeing Company (BA) | 1.2 | $1.3M | 5.0k | 260.66 | |
| Cme (CME) | 1.0 | $1.1M | 5.2k | 210.60 | |
| CBOE Holdings (CBOE) | 1.0 | $1.0M | 5.9k | 178.56 | |
| Intercontinental Exchange (ICE) | 0.9 | $1.0M | 7.8k | 128.43 | |
| Sandstorm Gold Com New (SAND) | 0.9 | $1.0M | 199k | 5.03 | |
| Rli (RLI) | 0.7 | $732k | 5.5k | 133.12 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.4 | $415k | 8.1k | 51.04 | |
| Liberty Media Corp Del Com Lbty Srm S C (LSXMK) | 0.3 | $297k | 4.7k | 63.13 | |
| Howard Hughes Holdings (HHH) | 0.2 | $257k | 3.0k | 85.55 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $257k | 1.6k | 157.80 | |
| Walt Disney Company (DIS) | 0.2 | $217k | 2.4k | 90.29 | |
| Rumble Com Cl A (RUM) | 0.1 | $99k | 22k | 4.49 | |
| RENN Global Entrepreneurs Fund (RCG) | 0.0 | $48k | 28k | 1.71 |
