MRM-Horizon Advisors

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 (ACGP) 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