Mad River Investors as of Sept. 30, 2024
Portfolio Holdings for Mad River Investors
Mad River Investors holds 26 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 48.0 | $87M | 98k | 884.74 | |
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 10.9 | $20M | 390k | 50.50 | |
| Landbridge Company (LB) | 5.0 | $9.1M | 233k | 39.12 | |
| Wheaton Precious Metals Corp (WPM) | 5.0 | $9.0M | 147k | 61.08 | |
| Caci Intl Cl A (CACI) | 4.6 | $8.4M | 17k | 504.55 | |
| Mesabi Tr Ctf Ben Int (MSB) | 3.7 | $6.6M | 293k | 22.65 | |
| Civeo Corp Cda Com New (CVEO) | 3.5 | $6.3M | 230k | 27.40 | |
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 2.5 | $4.5M | 81k | 55.53 | |
| Franco-Nevada Corporation (FNV) | 2.2 | $4.1M | 33k | 124.25 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 2.0 | $3.7M | 200k | 18.48 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $3.4M | 12k | 283.16 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $3.3M | 7.2k | 460.26 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 1.8 | $3.3M | 276k | 11.89 | |
| Grayscale Bitcoin Mini Tr Bt SHS | 1.2 | $2.2M | 390k | 5.63 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 1.0 | $1.8M | 9.1k | 198.06 | |
| Eagle Materials (EXP) | 0.9 | $1.6M | 5.7k | 287.63 | |
| CBOE Holdings (CBOE) | 0.7 | $1.2M | 6.1k | 204.86 | |
| Intercontinental Exchange (ICE) | 0.7 | $1.2M | 7.6k | 160.65 | |
| Sandstorm Gold Com New (SAND) | 0.6 | $1.2M | 193k | 6.00 | |
| Tejon Ranch Company (TRC) | 0.5 | $990k | 56k | 17.55 | |
| Rli (RLI) | 0.5 | $852k | 5.5k | 154.98 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $443k | 7.7k | 57.22 | |
| Cme (CME) | 0.2 | $291k | 1.3k | 220.59 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $270k | 1.5k | 179.16 | |
| Walt Disney Company (DIS) | 0.1 | $231k | 2.4k | 96.19 | |
| RENN Global Entrepreneurs Fund (RCG) | 0.0 | $59k | 28k | 2.12 |
