Mad River Investors
- SEC CIK
- 0001384484
- Latest filing
- Aug 3, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 22, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 26
- −1 vs. Q2 2024
- Portfolio value
- $180.3M
- +$31.3M (+21.0%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TPLTexas Pacific Land Corp | Stock | 97,778 | $86.5M | 48.0% | −1,532−1.5% | Reduced | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 389,745 | $19.7M | 10.9% | +82,187+26.7% | Added | History |
| LBLandBridge Co LLC | CL A | 232,550 | $9.10M | 5.0% | +232,550 | New | History |
| WPMWheaton Precious Metals Corp. | COM | 147,288 | $9.00M | 5.0% | −4,583−3.0% | Reduced | History |
| CACICACI International Inc | CL A | 16,560 | $8.36M | 4.6% | −320−1.9% | Reduced | History |
| MSBMesabi Trust | CTF BEN INT | 293,069 | $6.64M | 3.7% | +1,423+0.5% | Added | History |
| CVEOCiveo Corp | COM NEW | 230,258 | $6.31M | 3.5% | −5,190−2.2% | Reduced | History |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 81,149 | $4.51M | 2.5% | −1,852−2.2% | Reduced | History |
| FNVFranco Nevada Corp | Stock | 32,600 | $4.05M | 2.2% | +46+0.1% | Added | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 199,596 | $3.69M | 2.0% | −8,904−4.3% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,122 | $3.43M | 1.9% | −360−2.9% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,225 | $3.33M | 1.8% | −238−3.2% | Reduced | History |
| PBTPermian Basin Royalty Trust | UNIT BEN INT | 276,382 | $3.29M | 1.8% | +12,209+4.6% | Added | History |
| BTCGrayscale Bitcoin Mini Trust ETF | SHS | 390,445 | $2.20M | 1.2% | +390,445 | New | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,065 | $1.80M | 1.0% | −987−9.8% | Reduced | – |
| EXPEagle Materials Inc | COM | 5,672 | $1.63M | 0.9% | +32+0.6% | Added | History |
| CBOECboe Global Markets, Inc. | COM | 6,080 | $1.25M | 0.7% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 7,625 | $1.22M | 0.7% | −50−0.7% | Reduced | History |
| Sandstorm Gold Ltd Com New80013R206 | Stock | 193,249 | $1.16M | 0.6% | +1,180+0.6% | Added | – |
| TRCTejon Ranch Co | COM | 56,399 | $989.8K | 0.5% | −21,201−27.3% | Reduced | History |
| RLIRli Corp | COM | 5,500 | $852.4K | 0.5% | 00.0% | Unchanged | History |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 7,747 | $443.3K | 0.2% | 00.0% | Unchanged | – |
| CMECME Group Inc. | COM | 1,318 | $290.7K | 0.2% | −3,811−74.3% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,508 | $270.2K | 0.1% | −118−7.3% | Reduced | – |
| DISWalt Disney Co | Stock | 2,400 | $230.9K | 0.1% | 00.0% | Unchanged | History |
| RCGRENN Fund, Inc. | COM | 28,000 | $59.4K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q2 2024 (3)
Positions held at the end of Q2 2024 that are gone from this filing.