MR

MAD RIVER INVESTORS

13F
MAD RIVER INVESTORS
Last update 2024-10-23 26 Stocks (2 new)
Value $180.00 Mil Turnover 9 %
Countries:
Top Holdings: TPL(47.99%)GBTC(10.92%)LB(5.05%)WPM(4.99%)CACI(4.63%)
Portfolio Report
Summary Stock Picks Current Portfolio
MAD RIVER INVESTORS Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TPL 		Texas Pacific Land Corp
97,778
86508.540
-1.54%
47.990
-0.75%
0.430
+72.98%
+159.71%
30678.632
Oil & Gas
GBTC 		Grayscale Bitcoin Trust
389,745
19682.120
+26.72%
10.920
+2.30%
0.140
+39.41%
+75.85%
16831.500
 
LB 		LandBridge Co LLC
232,550
9097.360
New Holding
5.050
+5.05%
1.330
+112.77%
0%
1196.401
Oil & Gas
WPM 		Wheaton Precious Metals Corp
147,288
8996.320
-3.02%
4.990
-0.16%
0.030
+20.92%
+31.65%
29034.841
Metals & Mining
CACI 		CACI International Inc
16,560
8355.350
-1.90%
4.630
-0.09%
0.070
+25.20%
+72.81%
12541.172
Software
MSB 		Mesabi Trust
293,069
6638.010
+0.49%
3.680
+0.02%
2.230
+67.31%
+37.21%
344.138
Steel
CVEO 		Civeo Corp
230,258
6309.080
-2.20%
3.500
-0.09%
1.600
-0.20%
+19.12%
363.602
Travel & Leisure
FBTC 		Fidelity Wise Origin Bitcoin Fund Beneficial Interest
81,149
4506.200
-2.23%
2.500
-0.07%
0.040
+39.89%
0%
12685.051
 
FNV 		Franco-Nevada Corp
32,600
4050.520
+0.14%
2.250
0%
0.020
+7.31%
+15.13%
24180.015
Metals & Mining
CCL 		Carnival Corp
199,596
3688.540
-4.27%
2.050
-0.11%
0.010
+69.02%
+27.72%
31774.941
Travel & Leisure

MAD RIVER INVESTORS's Historical Top Holdings Breakdowns

MAD RIVER INVESTORS's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LB 		LandBridge Co LLC2024-09-30New Buy
+5.05%
●
22.96 ($33.65) 42.52
$68.66
104.04%
New holding
232,550
232,550
GBTC 		Grayscale Bitcoin Trust2024-09-30Add
+2.30%
●
42.6 ($50.35) 60.56
$60.88
20.91%
Add 26.72%
389,745
82,187
BTC 		Common units of fractional undivided beneficial interest2024-09-30New Buy
+1.22%
●
4.75 ($32.08) 93.06
$6.80
-78.80%
New holding
390,445
390,445
AC 		Associated Capital Group Inc2024-09-30Sold Out
-1.19%
●
29.65 ($32.82) 35.42
$36.60
11.52%
Sold Out
0
-52,300
TPL 		Texas Pacific Land Corp2024-09-30Reduce
-0.75%
●
724.86 ($823.65) 952.13
$1,335.31
62.12%
Reduce -1.54%
97,778
-1,532
CME 		CME Group Inc2024-09-30Reduce
-0.51%
●
193.43 ($206.93) 220.65
$222.04
7.30%
Reduce -74.3%
1,318
-3,811
TRC 		Tejon Ranch Co2024-09-30Reduce
-0.24%
●
16.58 ($17.76) 19.58
$16.51
-7.04%
Reduce -27.32%
56,399
-21,201
WPM 		Wheaton Precious Metals Corp2024-09-30Reduce
-0.16%
●
52.04 ($59.48) 64.22
$64.41
8.29%
Reduce -3.02%
147,288
-4,583
LSXMK 		Liberty SiriusXM Group2024-09-30Sold Out
-0.16%
●
20.7 ($22.54) 23.83
$22.29
-1.11%
Sold Out
0
-3,399
VIG 		Vanguard Dividend Appreciation FTF2024-09-30Reduce
-0.12%
●
181.77 ($190.41) 198.25
$201.75
5.96%
Reduce -9.82%
9,065
-987

MAD RIVER INVESTORS Total Holding History ($B)

To

MAD RIVER INVESTORS's Asset Allocation

To

MAD RIVER INVESTORS Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MAD RIVER INVESTORS's Hypothetical Growth since 2024-09-30

MAD RIVER INVESTORS's Yearly Returns

Year Portfolio % % Excess Gain %

MAD RIVER INVESTORS's Holdings Heat Map

Size field:

MAD RIVER INVESTORS's Holdings Bubble Chart

MAD RIVER INVESTORS News

  • 1

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