MR
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MAD RIVER INVESTORS13F | |
| MAD RIVER INVESTORS | |
| Last update 2025-07-08 | 24 Stocks (0 new) |
| Value $223.00 Mil | Turnover 3 % |
MAD RIVER INVESTORS Top Holdings of 2025-06-30
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| 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 | 95,013 | 100,370.9 | -0.18% | 44.950 | -0.10% | 0.410 | -23.11% | -9.61% | 22,920.9 | Oil & Gas | |
GBTC | Grayscale Bitcoin Trust | 372,381 | 31,589.1 | -0.03% | 14.150 | 0% | 0.160 | +37.67% | +24.78% | 21,715.0 | ||
LB | LandBridge Co LLC | 234,754 | 15,864.7 | +0.21% | 7.110 | +0.02% | 1.010 | -19.09% | -13.39% | 1,297.4 | Oil & Gas | |
HE | Hawaiian Electric Industries Inc | 1,225,900 | 13,031.3 | +0.82% | 5.840 | +0.05% | 0.710 | +2.78% | +10.38% | 1,852.6 | Utilities - Regulated | |
PBT | Permian Basin Royalty Trust | 883,917 | 11,013.6 | +87.39% | 4.930 | +2.30% | 1.900 | +30.30% | +15.86% | 592.4 | Oil & Gas | |
WPM | Wheaton Precious Metals Corp | 115,925 | 10,410.1 | -21.56% | 4.660 | -1.05% | 0.030 | +5.33% | +57.68% | 40,048.5 | Metals & Mining | |
MSB | Mesabi Trust | 295,413 | 7,078.1 | -0.35% | 3.170 | -0.01% | 2.250 | -5.29% | +14.36% | 340.9 | Steel | |
FBTC |
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
Fidelity Wise Origin Bitcoin Fund Beneficial Interest
| 73,261 | 6,885.8 | -2.39% | 3.080 | -0.05% | 0.030 | +38.17% | +25.61% | 21,554.7 | ||
CCL | Carnival Corp | 183,796 | 5,168.4 | -2.29% | 2.310 | -0.04% | 0.010 | +64.26% | +18.58% | 40,066.3 | Travel & Leisure | |
FNV | Franco-Nevada Corp | 24,053 | 3,942.8 | -13.48% | 1.770 | -0.25% | 0.010 | -9.55% | +31.95% | 29,719.1 | Metals & Mining |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
PBT | Permian Basin Royalty Trust | 2025-06-30 | Add Add | +2.30% | 8.81 ($10.62) 12.46 | $12.71 | 19.68% | Add 87.39% | 883,917 | 412,224 | |
WPM | Wheaton Precious Metals Corp | 2025-06-30 | Reduce Reduce | -1.05% | 70.56 ($84.08) 92.75 | $88.32 | 5.04% | Reduce -21.56% | 115,925 | -31,868 | |
FNV | Franco-Nevada Corp | 2025-06-30 | Reduce Reduce | -0.25% | 143.04 ($165.41) 178.17 | $154.40 | -6.66% | Reduce -13.48% | 24,053 | -3,749 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Reduce Reduce | -0.16% | 483.48 ($508.26) 539.8 | $473.80 | -6.78% | Reduce -38.16% | 1,175 | -725 | |
ARIS | Aris Water Solutions Inc | 2025-06-30 | Add Add | +0.14% | 19.97 ($24.8) 33.53 | $22.13 | -10.77% | Add 18.16% | 88,500 | 13,600 | |
CVEO | Civeo Corp | 2025-06-30 | Reduce Reduce | -0.11% | 18.68 ($21.18) 24.28 | $24.23 | 14.40% | Reduce -14.54% | 67,938 | -11,559 | |
TPL | Texas Pacific Land Corp | 2025-06-30 | Reduce Reduce | -0.10% | 1036.28 ($1228.21) 1430.55 | $997.11 | -18.82% | Reduce -0.18% | 95,013 | -170 | |
DIS | The Walt Disney Co | 2025-06-30 | Sold Out Sold Out | -0.10% | 81.72 ($103.82) 124.01 | $121.42 | 16.95% | Sold Out | 0 | -2,400 | |
EXP | Eagle Materials Inc | 2025-06-30 | Reduce Reduce | -0.08% | 193.68 ($215.61) 241.95 | $215.12 | -0.23% | Reduce -41.55% | 1,231 | -875 | |
CBOE | Cboe Global Markets Inc | 2025-06-30 | Add Add | +0.05% | 205.81 ($222.68) 234.23 | $238.62 | 7.16% | Add 7.48% | 6,680 | 465 |
MAD RIVER INVESTORS Total Holding History ($B)
MAD RIVER INVESTORS's Asset Allocation
MAD RIVER INVESTORS Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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MAD RIVER INVESTORS's Hypothetical Growth since 2025-06-30
MAD RIVER INVESTORS's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MAD RIVER INVESTORS's Holdings Heat Map
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MAD RIVER INVESTORS's Holdings Bubble Chart
MAD RIVER INVESTORS News
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