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Size ($ in 1000's)
At 03/31/2024: $143,912
At 12/31/2023: $107,589
Mad River Investors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mad River Investors 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Mad River Investors top holdings by largest position size, as per the latest 13f filing made by Mad River Investors.
In the Mad River Investors-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Mad River Investors in that top holding, then the share count change between reporting periods, and finally the Mad River Investors top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| TEXAS PACIFIC LAND CORPORATI |
100,121 |
+66,663 |
$57,921 | | TPL | 100,121 | +66,663 | $57,921 | | GRAYSCALE BITCOIN TR BTC |
399,725 |
+399,725 |
$25,251 | | GBTC | 399,725 | +399,725 | $25,251 | | WHEATON PRECIOUS METALS CORP |
152,743 |
-2,200 |
$7,199 | | WPM | 152,743 | -2,200 | $7,199 | | CACI INTL INC |
17,230 |
-450 |
$6,527 | | CACI | 17,230 | -450 | $6,527 | | CIVEO CORP CDA |
241,866 |
-2,880 |
$6,494 | | CVEO | 241,866 | -2,880 | $6,494 | | FIDELITY WISE ORIGIN BITCOIN |
85,129 |
+85,129 |
$5,283 | | FBTC | 85,129 | +85,129 | $5,283 | | MESABI TR |
285,837 |
+25,290 |
$5,059 | | MSB | 285,837 | +25,290 | $5,059 | | FRANCO NEV CORP |
32,402 |
-599 |
$3,861 | | FNV | 32,402 | -599 | $3,861 | | CARNIVAL CORP |
212,400 |
-4,100 |
$3,471 | | CCL | 212,400 | -4,100 | $3,471 |  BERKSHIRE HATHAWAY INC DEL |
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$3,286 | | BRK.B | 7,813 | -50 | $3,286 | | VANGUARD INDEX FDS (VTI) |
12,482 |
UNCH |
$3,244 | | VTI | 12,482 | UNCH | $3,244 | | PERMIAN BASIN RTY TR |
252,447 |
-4,842 |
$3,055 | | PBT | 252,447 | -4,842 | $3,055 | | ASSOCIATED CAP GROUP INC |
63,000 |
-10,950 |
$2,061 | | AC | 63,000 | -10,950 | $2,061 | | VANGUARD SPECIALIZED FUNDS (VIG) |
10,052 |
UNCH |
$1,836 | | VIG | 10,052 | UNCH | $1,836 | | EAGLE MATLS INC |
5,710 |
+5,710 |
$1,552 | | EXP | 5,710 | +5,710 | $1,552 | | TEJON RANCH CO |
89,900 |
-7,925 |
$1,385 | | TRC | 89,900 | -7,925 | $1,385 | | CME GROUP INC |
5,194 |
-50 |
$1,118 | | CME | 5,194 | -50 | $1,118 | | CBOE GLOBAL MKTS INC |
6,080 |
+225 |
$1,117 | | CBOE | 6,080 | +225 | $1,117 | | INTERCONTINENTAL EXCHANGE IN (ICE) |
7,700 |
-100 |
$1,058 | | ICE | 7,700 | -100 | $1,058 | | SANDSTORM GOLD LTD |
189,053 |
-9,981 |
$993 | | SAND | 189,053 | -9,981 | $993 | | RLI CORP |
5,500 |
UNCH |
$817 | | RLI | 5,500 | UNCH | $817 | | ISHARES TR (ACWX) |
7,747 |
-378 |
$414 | | ACWX | 7,747 | -378 | $414 | | DISNEY WALT CO |
2,400 |
UNCH |
$294 | | DIS | 2,400 | UNCH | $294 | | INVESCO EXCHANGE TRADED FD T (RSP) |
1,626 |
UNCH |
$275 | | RSP | 1,626 | UNCH | $275 | | RUMBLE INC |
21,500 |
-500 |
$174 | | RUM | 21,500 | -500 | $174 | | LIBERTY MEDIA CORP DEL |
4,127 |
-571 |
$123 | | LSXMK | 4,127 | -571 | $123 |
See Full List: All Stocks Held By Mad River Investors
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Mad River Investors
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