MRM-Horizon Advisors

Mad River Investors as of June 30, 2024

Portfolio Holdings for Mad River Investors

Mad River Investors holds 27 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Pacific Land Corp (TPL) 48.9 $73M 99k 734.27
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 11.0 $16M 308k 53.24
Wheaton Precious Metals Corp (WPM) 5.3 $8.0M 152k 52.42
Caci Intl Cl A (CACI) 4.9 $7.3M 17k 430.13
Civeo Corp Cda Com New (CVEO) 3.9 $5.9M 235k 24.92
Mesabi Tr Ctf Ben Int (MSB) 3.4 $5.0M 292k 17.23
Fidelity Wise Origin Bitcoin SHS (FBTC) 2.9 $4.4M 83k 52.46
Carnival Corp Unit 99/99/9999 (CCL) 2.6 $3.9M 209k 18.72
Franco-Nevada Corporation (FNV) 2.6 $3.9M 33k 118.52
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $3.3M 13k 267.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $3.0M 7.5k 406.80
Permian Basin Rty Tr Unit Ben Int (PBT) 2.0 $3.0M 264k 11.26
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $1.8M 10k 182.55
Associated Cap Group Cl A (AC) 1.2 $1.8M 52k 34.02
Tejon Ranch Company (TRC) 0.9 $1.3M 78k 17.06
Eagle Materials (EXP) 0.8 $1.2M 5.6k 217.46
Intercontinental Exchange (ICE) 0.7 $1.1M 7.7k 136.89
Sandstorm Gold Com New (SAND) 0.7 $1.0M 192k 5.44
CBOE Holdings (CBOE) 0.7 $1.0M 6.1k 170.06
Cme (CME) 0.7 $1.0M 5.1k 196.60
Rli (RLI) 0.5 $774k 5.5k 140.69
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $412k 7.7k 53.13
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $267k 1.6k 164.28
Liberty Media Corp Del Com Lbty Srm S C (LSXMK) 0.2 $244k 3.4k 71.84
Walt Disney Company (DIS) 0.2 $238k 2.4k 99.29
Rumble Com Cl A (RUM) 0.1 $93k 17k 5.55
RENN Global Entrepreneurs Fund (RCG) 0.0 $48k 28k 1.70