MAD RIVER INVESTORS 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MR MAD RIVER INVESTORS | Institutional Filer | ▲ 26.50% | $257.6M | 30 |
Current Portfolio Holdings
Showing all 30 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land Corporation | Energy | 285K | $135.3M | 52.52% |
| 2 | PBT | PERMIAN BASIN RTY TR | — | 1.0M | $21.6M | 8.38% |
| 3 | GBTC | GRAYSCALE BITCOIN TRUST ETF | — | 360K | $19.0M | 7.38% |
| 4 | LB | LandBridge Company LLC | Energy | 266K | $18.4M | 7.14% |
| 5 | WPM | Wheaton Precious Metals Corp. | Basic Materials | 89K | $11.7M | 4.54% |
| 6 | MSB | MESABI TR | — | 322K | $10.1M | 3.93% |
| 7 | WBI | WaterBridge Infrastructure LLC | — | 271K | $7.3M | 2.82% |
| 8 | FNV | Franco-Nevada Corporation | Basic Materials | 24K | $5.8M | 2.26% |
| 9 | FBTC | FIDELITY WISE ORIGIN BITCOIN | — | 70K | $4.2M | 1.61% |
| 10 | CCL | Carnival Corporation & plc | Consumer Cyclical | 156K | $4.0M | 1.57% |
| 11 | MIAX | Miami International Holdings, Inc. | Financial Services | 81K | $3.2M | 1.23% |
| 12 | VTI | VANGUARD INDEX FDS | — | 9K | $2.8M | 1.10% |
| 13 | BTC | GRAYSCALE BITCOIN MINI TR ET | — | 81K | $2.4M | 0.95% |
| 14 | CBOE | Cboe Global Markets, Inc. | Financial Services | 7K | $1.9M | 0.73% |
| 15 | AAPL | Apple Inc. | Technology | 5K | $1.3M | 0.50% |
Showing 1 to 15 of 30 holdings