MAD RIVER INVESTORS
CIK 1384484 · Holdings on Sep 30, 2023 · First reported Oct 18, 2023
Top ten holdings
Q3 2023- TPL52.12%
- WPM5.45%
- PBT5.05%
- MSB5.05%
- CACI4.82%
- CVEO4.77%
- FNV3.95%
- 1436583002.83%
- ACGP2.57%
- TRC2.45%
Share classes counted separately89.06%
Portfolio value by quarter
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TPLTEXAS PACIFIC LAND CORP View history and evidence | $73.66M | 52.12% | 40.39K shares | — | ↗▾ | |
| 02 | WPMWHEATON PRECIOUS METALS CORP View history and evidence | $7.70M | 5.45% | 189.97K shares | — | ↗▾ | |
| 03 | PBTPERMIAN BASIN ROYALTY TRUSTUNIT BEN INT View history and evidence | $7.13M | 5.05% | 335.73K shares | — | ↗▾ | |
| 04 | MSBMESABI TRUSTCTF BEN INT View history and evidence | $7.13M | 5.05% | 355.31K shares | — | ↗▾ | |
| 05 | CACICACI INTERNATIONAL INC -CL ACL A View history and evidence | $6.81M | 4.82% | 21.68K shares | — | ↗▾ | |
| 06 | CVEOCIVEO CORPCOM NEW View history and evidence | $6.75M | 4.77% | 325.49K shares | — | ↗▾ | |
| 07 | FNVFRANCO-NEVADA CORP View history and evidence | $5.58M | 3.95% | 41.80K shares | — | ↗▾ | |
| 08 | 143658300CARNIVAL CORPCOMMON STOCK View history and evidence | $4.00M | 2.83% | 291.50K shares | — | ↗▾ | |
| 09 | ACGPASSOCIATED CAPITAL GROUP - ACL A View history and evidence | $3.64M | 2.57% | 99.65K shares | — | ↗▾ | |
| 10 | TRCTEJON RANCH CO View history and evidence | $3.46M | 2.45% | 213.43K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FWONK LIBERTY MEDIA CORP-LIBERTY-C | Non-derivative | — | — | SEC filing ↗ | |
| HHC HOWARD HUGHES CORP/THE | Non-derivative | — | — | SEC filing ↗ | |
| DIS WALT DISNEY CO/THE | Non-derivative | — | — | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1384484 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-18
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 141326674
}Take these holdings further.
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