MAD RIVER INVESTORS
CIK 1384484 · Holdings on Jun 30, 2024 · First reported Aug 2, 2024
Top ten holdings
Q2 2024- TPL48.86%
- GBTC10.97%
- WPM5.33%
- CACI4.86%
- CVEO3.93%
- MSB3.37%
- FBTC2.92%
- 1436583002.62%
- FNV2.59%
- VTI2.24%
Share classes counted separately87.69%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TPLWeight increased · +8.65 pp40.21% → 48.86%Shares -811 (-0.81%)
- GBTCWeight decreased · -6.56 pp17.53% → 10.97%Shares -92.17K (-23.06%)
- FBTCWeight decreased · -0.75 pp3.67% → 2.92%Shares -2.13K (-2.50%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 27
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 | $72.92M | 48.86% | 99.31K shares | 40.21% → 48.86%+8.65 pp -811 (-0.81%) | Reduced | ↗▾ |
| 02 | GBTCGRAYSCALE BITCOIN TRUST ETFSHS REP COM UT View history and evidence | $16.37M | 10.97% | 307.56K shares | 17.53% → 10.97%-6.56 pp -92.17K (-23.06%) | Reduced | ↗▾ |
| 03 | WPMWHEATON PRECIOUS METALS CORP View history and evidence | $7.96M | 5.33% | 151.87K shares | 5.00% → 5.33%+0.33 pp -872 (-0.57%) | Reduced | ↗▾ |
| 04 | CACICACI INTERNATIONAL INC -CL ACL A View history and evidence | $7.26M | 4.86% | 16.88K shares | 4.53% → 4.86%+0.33 pp -350 (-2.03%) | Reduced | ↗▾ |
| 05 | CVEOCIVEO CORPCOM NEW View history and evidence | $5.87M | 3.93% | 235.45K shares | 4.51% → 3.93%-0.58 pp -6.42K (-2.65%) | Reduced | ↗▾ |
| 06 | MSBMESABI TRUSTCTF BEN INT View history and evidence | $5.03M | 3.37% | 291.65K shares | 3.51% → 3.37%-0.14 pp +5.81K (+2.03%) | Added | ↗▾ |
| 07 | FBTCFIDELITY WISE ORIGIN BITCOINSHS View history and evidence | $4.35M | 2.92% | 83.00K shares | 3.67% → 2.92%-0.75 pp -2.13K (-2.50%) | Reduced | ↗▾ |
| 08 | 143658300CARNIVAL CORPUNIT 99/99/9999 View history and evidence | $3.90M | 2.62% | 208.50K shares | 2.41% → 2.62%+0.21 pp -3.90K (-1.84%) | Reduced | ↗▾ |
| 09 | FNVFRANCO-NEVADA CORP View history and evidence | $3.86M | 2.59% | 32.55K shares | 2.68% → 2.59%-0.09 pp +152 (+0.47%) | Added | ↗▾ |
| 10 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $3.34M | 2.24% | 12.48K shares | 2.25% → 2.24%-0.01 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1384484 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-02
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 149251877
}Take these holdings further.
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