Institutions / Mad River Investors
Mad River Investors
CIK 1384484 · Institution · as of Mar 31, 2026
Portfolio value
$277.17M
Positions
31
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$277.17M+26.3%Positions
31-8.8%Top holdings
Mar 31, 2026View all 31 →
| Company | Value | % of portfolio |
|---|---|---|
| Texas Pacific Land Corp | $135.31M | 48.8% |
| Permian Basin Royalty Trust | $21.59M | 7.8% |
| Hawaiian Electric Industries Inc | $19.55M | 7.1% |
| Grayscale Bitcoin Trust ETF | $19.00M | 6.9% |
| LandBridge Co LLCLB | $18.39M | 6.6% |
| Wheaton Precious Metals Corp | $11.70M | 4.2% |
| Mesabi Trust | $10.13M | 3.7% |
| WaterBridge Infrastructure LLC | $7.26M | 2.6% |
| Franco Nev Corp | $5.83M | 2.1% |
| Fidelity Wise Origin Bitcoin | $4.15M | 1.5% |
| Carnival Corp Ltd. | $4.04M | 1.5% |
| Miami International Holdings, Inc.MIAX | $3.16M | 1.1% |
| Vanguard Index Fds | $2.82M | 1.0% |
| Grayscale Bitcoin Mini Tr Et | $2.44M | 0.9% |
| Cboe Global Markets Inc | $1.88M | 0.7% |
| Apple Inc. | $1.29M | 0.5% |
| Intercontinental Exchange, Inc. | $1.20M | 0.4% |
| Oracle Corp | $1.18M | 0.4% |
| Palo Alto Networks Inc | $879.2K | 0.3% |
| Amazon.com Inc | $728.9K | 0.3% |
| Royal Gold Inc | $626.8K | 0.2% |
| Cincinnati Financial Corp | $566.5K | 0.2% |
| Cisco Systems, Inc. | $465.5K | 0.2% |
| Unitedhealth Group Inc | $460.0K | 0.2% |
| Caci International Inc /De | $437.8K | 0.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 962879102 Common stock | $-1.09M | -8K -8.54% | 89,271 4.22% of portfolio | low |
| Q1 2026 as of | Trim | 922908769 Common stock | $-1.07M | -3K -27.40% | 8,800 1.02% of portfolio | low |
| Q1 2026 as of | Add | Mesabi Trust Common stock | $784.3K | +25K +8.39% | 321,546 3.65% of portfolio | low |
| Q1 2026 as of | Add | Hawaiian Electric Industries Inc Common stock | $488.2K | +33K +2.56% | 1,317,050 7.05% of portfolio | low |
| Q1 2026 as of | Trim | Texas Pacific Land Corp Common stock | $-457.0K | -963 -0.34% | 285,120 48.82% of portfolio | low |
| Q1 2026 as of | Add | WaterBridge Infrastructure LLC Common stock | $372.4K | +14K +5.41% | 270,900 2.62% of portfolio | low |
| Q1 2026 as of | Add | Permian Basin Royalty Trust Common stock | $351.2K | +16K +1.65% | 1,003,140 7.79% of portfolio | low |
| Q1 2026 as of | Exit | Citigroup Inc Common stock | $-350.1K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Exit | 46137V357 Common stock | $-288.9K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Kimberly Clark Corp Common stock | $-282.5K | -3K -100.00% | 0 | low |