Mad River Investors as of March 31, 2024
Portfolio Holdings for Mad River Investors
Mad River Investors holds 27 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 40.2 | $58M | 100k | 578.51 | |
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 17.5 | $25M | 400k | 63.17 | |
| Wheaton Precious Metals Corp (WPM) | 5.0 | $7.2M | 153k | 47.13 | |
| Caci Intl Cl A (CACI) | 4.5 | $6.5M | 17k | 378.83 | |
| Civeo Corp Cda Com New (CVEO) | 4.5 | $6.5M | 242k | 26.85 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 3.7 | $5.3M | 85k | 62.06 | |
| Mesabi Tr Ctf Ben Int (MSB) | 3.5 | $5.1M | 286k | 17.70 | |
| Franco-Nevada Corporation (FNV) | 2.7 | $3.9M | 32k | 119.16 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 2.4 | $3.5M | 212k | 16.34 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $3.3M | 7.8k | 420.52 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.3 | $3.2M | 13k | 259.90 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 2.1 | $3.1M | 252k | 12.10 | |
| Associated Cap Group Cl A (AC) | 1.4 | $2.1M | 63k | 32.71 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $1.8M | 10k | 182.61 | |
| Eagle Materials (EXP) | 1.1 | $1.6M | 5.7k | 271.75 | |
| Tejon Ranch Company (TRC) | 1.0 | $1.4M | 90k | 15.41 | |
| Cme (CME) | 0.8 | $1.1M | 5.2k | 215.29 | |
| CBOE Holdings (CBOE) | 0.8 | $1.1M | 6.1k | 183.73 | |
| Intercontinental Exchange (ICE) | 0.7 | $1.1M | 7.7k | 137.43 | |
| Sandstorm Gold Com New (SAND) | 0.7 | $993k | 189k | 5.25 | |
| Rli (RLI) | 0.6 | $817k | 5.5k | 148.47 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $414k | 7.7k | 53.39 | |
| Walt Disney Company (DIS) | 0.2 | $294k | 2.4k | 122.36 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $275k | 1.6k | 169.37 | |
| Liberty Media Corp Del Com Lbty Srm S C (LSXMK) | 0.2 | $271k | 4.1k | 65.60 | |
| Rumble Com Cl A (RUM) | 0.1 | $174k | 22k | 8.08 | |
| RENN Global Entrepreneurs Fund (RCG) | 0.0 | $44k | 28k | 1.58 |
