- New Purchases: 44C1,
- Added Positions: MSB, CACI, FNV, BA, ICE,
- Reduced Positions: LSXMA, LSXMK, CBOE, LBRDK, HHC, LBRDA, BRK.B, FWONA,
- Sold Out: TPL, CVEO,
For the details of MAD RIVER INVESTORS's stock buys and sells, go to https://www.gurufocus.com/guru/mad+river+investors/current-portfolio/portfolio
These are the top 5 holdings of MAD RIVER INVESTORS- Wheaton Precious Metals Corp (WPM) - 226,827 shares, 15.29% of the total portfolio. Shares added by 0.38%
- CACI International Inc (CACI) - 24,755 shares, 9.97% of the total portfolio. Shares added by 1.64%
- Mesabi Trust (MSB) - 182,000 shares, 8.25% of the total portfolio. Shares added by 220.14%
- Franco-Nevada Corp (FNV) - 39,965 shares, 8.09% of the total portfolio. Shares added by 1.20%
- Civeo Corp (44C1) - 360,422 shares, 8.09% of the total portfolio. New Position
Mad River Investors initiated holding in Civeo Corp. The purchase prices were between $6.06 and $13.6, with an estimated average price of $9.75. The stock is now traded at around $11.500000. The impact to a portfolio due to this purchase was 8.09%. The holding were 360,422 shares as of 2020-12-31.
Added: Mesabi Trust (MSB)Mad River Investors added to a holding in Mesabi Trust by 220.14%. The purchase prices were between $20.71 and $29.5, with an estimated average price of $24.44. The stock is now traded at around $25.859100. The impact to a portfolio due to this purchase was 5.67%. The holding were 182,000 shares as of 2020-12-31.
Sold Out: Texas Pacific Land Corp (TPL)Mad River Investors sold out a holding in Texas Pacific Land Corp. The sale prices were between $448.1 and $740.62, with an estimated average price of $575.54.
Sold Out: Civeo Corp (CVEO)Mad River Investors sold out a holding in Civeo Corp. The sale prices were between $7.4 and $16.79, with an estimated average price of $12.04.
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