Mad River Investors
29 holdingsFiling period: 2026-06-30Current AUM: $245.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land Corporati | 285.3K | $124.9M | $95.1M | 38.79% | +210 | 2026-06-30 |
| 2 | PBT | Permian Basin Rty TR | 1.01M | $25.2M | $33.8M | 13.76% | +2.0K | 2026-06-30 |
| 3 | LB | Landbridge Company LLC | 268.0K | $21.2M | $21.3M | 8.69% | +1.6K | 2026-06-30 |
| 4 | HE | Hawaiian Elec Inds Inc Mtn B | 1.37M | $18.5M | $11.3M | 4.59% | +6.7K | 2026-06-30 |
| 5 | GBTC | Grayscale Bitcoin Trust ETF | 360.1K | $16.4M | $22.2M | 9.05% | -- | 2026-06-30 |
| 6 | MIAX | Miami Intl Hldgs Inc | 289.0K | $10.7M | $9.6M | 3.91% | +207.8K | 2026-06-30 |
| 7 | WBI | Waterbridge Infrastructure L | 267.8K | $9.2M | $8.0M | 3.24% | -3,099 | 2026-06-30 |
| 8 | MSB | Mesabi TR | 323.7K | $8.2M | $5.8M | 2.38% | +2.2K | 2026-06-30 |
| 9 | WPM | Wheaton Precious Metals Corp | 56.2K | $6.3M | $6.9M | 2.80% | -33,098 | 2026-06-30 |
| 10 | FNV | Franco Nev Corp | 22.5K | $4.7M | $5.2M | 2.12% | -1,084 | 2026-06-30 |
| 11 | FBTC | Fidelity Wise Origin Bitcoin | 70.4K | $3.6M | $4.9M | 1.99% | +30 | 2026-06-30 |
| 12 | — | Carnival Corp Ltd | 95.4K | $2.7M | $2.7M | 1.11% | -- | 2026-06-30 |
| 13 | VTI | Vanguard Index Fds | 6.8K | $2.5M | $2.6M | 1.04% | -2,000 | 2026-06-30 |
| 14 | BTC | Grayscale Bitcoin Mini TR ET | 81.5K | $2.1M | $2.9M | 1.17% | +300 | 2026-06-30 |
| 15 | PANW | Palo Alto Networks Inc | 5.5K | $1.9M | $2.1M | 0.87% | -- | 2026-06-30 |
| 16 | CBOE | Cboe Global Mkts Inc | 6.7K | $1.6M | $2.2M | 0.92% | +25 | 2026-06-30 |
| 17 | AAPL | Apple Inc | 5.0K | $1.5M | $1.7M | 0.71% | -50 | 2026-06-30 |
| 18 | ORCL | Oracle Corp | 8.1K | $1.2M | $1.0M | 0.41% | -- | 2026-06-30 |
| 19 | ICE | Intercontinental Exchange in | 7.8K | $965K | $1.3M | 0.51% | +201 | 2026-06-30 |
| 20 | AMZN | Amazon.com Inc | 3.4K | $810K | $847K | 0.35% | -100 | 2026-06-30 |
| 21 | UNH | Unitedhealth Group Inc | 1.7K | $706K | $698K | 0.28% | -- | 2026-06-30 |
| 22 | CSCO | Cisco Sys Inc | 6.0K | $704K | $661K | 0.27% | -- | 2026-06-30 |
| 23 | CINF | Cincinnati Finl Corp | 3.6K | $666K | $638K | 0.26% | -- | 2026-06-30 |
| 24 | — | Eaton Corp PLC | 1.2K | $511K | $511K | 0.21% | -- | 2026-06-30 |
| 25 | RLI | Rli Corp | 6.0K | $354K | $389K | 0.16% | -- | 2026-06-30 |
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