Mad River Investors Top Holdings and 13F Report (2024) → If you have $2,500 bucks… check this out (From DTI) (Ad) About Mad River InvestorsInvestment ActivityMad River Investors has $144.06 million in total holdings as of March 31, 2024.Mad River Investors owns shares of 27 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 49.38% of the portfolio was purchased this quarter.About 1.91% of the portfolio was sold this quarter.This quarter, Mad River Investors has purchased 26 new stocks and bought additional shares in 3 stocks.Mad River Investors sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings Texas Pacific Land $57,920,760GRAYSCALE BITCOIN TR BTC $25,250,628Wheaton Precious Metals $7,198,770CACI International $6,527,241Civeo $6,494,114 Largest New Holdings this Quarter GRAYSCALE BITCOIN TR BTC $25,250,628 HoldingFIDELITY WISE ORIGIN BITCOIN $5,283,106 HoldingEagle Materials $1,551,693 Holding Largest Purchases this Quarter Texas Pacific Land 66,663 shares (about $38.57M)GRAYSCALE BITCOIN TR BTC 399,725 shares (about $25.25M)FIDELITY WISE ORIGIN BITCOIN 85,129 shares (about $5.28M)Eagle Materials 5,710 shares (about $1.55M)Mesabi Trust 25,290 shares (about $447.63K) Largest Sales this Quarter Associated Capital Group 10,950 shares (about $358.17K)CACI International 450 shares (about $170.47K)Tejon Ranch 7,925 shares (about $122.12K)Wheaton Precious Metals 2,200 shares (about $103.69K)Civeo 2,880 shares (about $77.33K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMad River Investors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTPLTexas Pacific Land$57,920,760$38,565,053 ▲199.2%100,12140.2%Oils/EnergyGRAYSCALE BITCOIN TR BTC$25,250,628$25,250,628 ▲New Holding399,72517.5%SHS REP COM UTWPMWheaton Precious Metals$7,198,770$103,686 ▼-1.4%152,7435.0%Basic MaterialsCACICACI International$6,527,241$170,474 ▼-2.5%17,2304.5%Computer and TechnologyCVEOCiveo$6,494,114$77,328 ▼-1.2%241,8664.5%Consumer DiscretionaryFIDELITY WISE ORIGIN BITCOIN$5,283,106$5,283,106 ▲New Holding85,1293.7%SHSMSBMesabi Trust$5,059,314$447,633 ▲9.7%285,8373.5%Basic MaterialsFNVFranco-Nevada$3,861,063$71,378 ▼-1.8%32,4022.7%Basic MaterialsCCLCarnival Co. &$3,470,616$66,994 ▼-1.9%212,4002.4%Consumer DiscretionaryBRK.BBerkshire Hathaway$3,285,523$21,026 ▼-0.6%7,8132.3%FinanceVTIVanguard Total Stock Market ETF$3,244,0720.0%12,4822.3%ETFPBTPermian Basin Royalty Trust$3,054,614$58,588 ▼-1.9%252,4472.1%Oils/EnergyACAssociated Capital Group$2,060,730$358,175 ▼-14.8%63,0001.4%FinanceVIGVanguard Dividend Appreciation ETF$1,835,5960.0%10,0521.3%ETFEXPEagle Materials$1,551,693$1,551,693 ▲New Holding5,7101.1%ConstructionTRCTejon Ranch$1,385,359$122,124 ▼-8.1%89,9001.0%FinanceCMECME Group$1,118,217$10,765 ▼-1.0%5,1940.8%FinanceCBOECboe Global Markets$1,117,079$41,339 ▲3.8%6,0800.8%Financial ServicesICEIntercontinental Exchange$1,058,211$13,743 ▼-1.3%7,7000.7%Financial ServicesSANDSandstorm Gold$992,530$52,400 ▼-5.0%189,0530.7%Basic MaterialsRLIRLI$816,5850.0%5,5000.6%FinanceACWXiShares MSCI ACWI ex U.S. ETF$413,613$20,181 ▼-4.7%7,7470.3%ManufacturingDISWalt Disney$293,6640.0%2,4000.2%Consumer DiscretionaryRSPInvesco S&P 500 Equal Weight ETF$275,3960.0%1,6260.2%ETFLSXMKThe Liberty SiriusXM Group$270,732$37,458 ▼-12.2%4,1270.2%Consumer DiscretionaryRUMRumble$173,720$4,040 ▼-2.3%21,5000.1%Computer and TechnologyRCGRENN Fund$44,2400.0%28,0000.0%Financial ServicesBABoeing$0$1,304,082 ▼-100.0%00.0%AerospaceHOWARD HUGHES HOLDINGS INC$0$256,650 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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