MAD RIVER INVESTORS Holdings

MAD RIVER INVESTORS is an investment fund managing more than 137.32M US dollars. The largest holdings include Texas Pacific Land, Civeo and CACI International. In Q3 2022 the fund bought assets of total value of 12.48M US dollars and sold assets of total value of 2.17M US dollars.

$137.31M

portfolio value

+7.71%

quarter

+16.67%

1 year

+63.27%

3 years

+90.66%

5 years

MAD RIVER INVESTORS portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2016	3972000	3929000
Q2 2016	8324000	2261000
Q3 2016	1271000	5565000
Q4 2016	5725000	6291000
Q1 2017	7476000	1163000
Q2 2017	8061000	1260000
Q3 2017	13376000	4383000
Q4 2017	1604000	3939000
Q1 2018	16887000	672000
Q2 2018	18694000	1280000
Q3 2018	911000	7014000
Q1 2019	5246000	17740000
Q2 2019	-228000	1542000
Q3 2019	1904000	12880000
Q4 2019	10411000	1871000
Q1 2020	-1117000	49003000
Q2 2020	3858000	18753000
Q3 2020	1225000	10102000
Q4 2020	23706000	1088000
Q1 2021	89027000	41223000
Q2 2021	7805000	1653000
Q4 2021	6087000	30122000
Q1 2022	4767000	4741000
Q2 2022	5280000	5842000
Q3 2022	12477000	2173000

MAD RIVER INVESTORS 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Oil & Gas E&P Texas Pacific Land Corporation Portfolio share: 59.96% Portfolio value: 82.33M Avg. open price: $282.93 Current price: $2,600.61 P/L: +819.16% Bought +0.02% shares Q3 2022	share	59.96%	82.33M	$282.93	$2,600.61	+819.16%	Bought +0.02% shares Q3 2022
Specialty Business Services Civeo Corporation Portfolio share: 6.30% Portfolio value: 8.65M Avg. open price: $25.69 Current price: $30.09 P/L: +17.15% Bought +0.61% shares Q3 2022	share	6.30%	8.65M	$25.69	$30.09	+17.15%	Bought +0.61% shares Q3 2022
Information Technology Services CACI International Inc Portfolio share: 4.46% Portfolio value: 6.13M Avg. open price: $249.36 Current price: $315.57 P/L: +26.55% Sold -0.32% shares Q3 2022	share	4.46%	6.13M	$249.36	$315.57	+26.55%	Sold -0.32% shares Q3 2022
Gold Wheaton Precious Metals Corp. Portfolio share: 4.07% Portfolio value: 5.58M Avg. open price: $24.69 Current price: $39.65 P/L: +60.58% Bought +1.53% shares Q3 2022	share	4.07%	5.58M	$24.69	$39.65	+60.58%	Bought +1.53% shares Q3 2022
Oil & Gas Midstream Permian Basin Royalty Trust Portfolio share: 3.97% Portfolio value: 5.45M Avg. open price: $12.71 Current price: $20.91 P/L: +64.51% Bought +2.30% shares Q3 2022	share	3.97%	5.45M	$12.71	$20.91	+64.51%	Bought +2.30% shares Q3 2022
Gold Franco-Nevada Corporation Portfolio share: 3.40% Portfolio value: 4.67M Avg. open price: $88.52 Current price: $145.54 P/L: +64.42% Bought +1.56% shares Q3 2022	share	3.40%	4.67M	$88.52	$145.54	+64.42%	Bought +1.56% shares Q3 2022
Steel Mesabi Trust Portfolio share: 3.10% Portfolio value: 4.25M Avg. open price: $19.69 Current price: $18.96 P/L: -3.71% Bought +1.23% shares Q3 2022	share	3.10%	4.25M	$19.69	$18.96	-3.71%	Bought +1.23% shares Q3 2022
Capital Markets Associated Capital Group, Inc. Portfolio share: 2.93% Portfolio value: 4.01M Avg. open price: $36.5 Current price: $41.64 P/L: +14.07% Sold -0.46% shares Q2 2022	share	2.93%	4.01M	$36.5	$41.64	+14.07%	Sold -0.46% shares Q2 2022
Conglomerates Tejon Ranch Co. Portfolio share: 2.50% Portfolio value: 3.43M Avg. open price: N/A Current price: $19.74 P/L: N/A Sold -3.64% shares Q3 2022	share	2.50%	3.43M	N/A	$19.74	N/A	Sold -3.64% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 1.93% Portfolio value: 2.65M Avg. open price: N/A Current price: N/A P/L: N/A Sold -0.75% shares Q2 2022	share	1.93%	2.65M	N/A	N/A	N/A	Sold -0.75% shares Q2 2022
Financial Data & Stock Exchanges CME Group Inc. Portfolio share: 1.13% Portfolio value: 1.54M Avg. open price: $179.68 Current price: $176.63 P/L: -1.70% Sold -0.57% shares Q2 2022	share	1.13%	1.54M	$179.68	$176.63	-1.70%	Sold -0.57% shares Q2 2022
Financial Data & Stock Exchanges Cboe Global Markets, Inc. Portfolio share: 0.84% Portfolio value: 1.15M Avg. open price: $96.62 Current price: $128.33 P/L: +32.83% Sold -4.46% shares Q2 2022	share	0.84%	1.15M	$96.62	$128.33	+32.83%	Sold -4.46% shares Q2 2022
Gold Sandstorm Gold Ltd. Portfolio share: 0.75% Portfolio value: 1.03M Avg. open price: $6.75 Current price: $5.44 P/L: -19.38% Sold -2.44% shares Q3 2022	share	0.75%	1.03M	$6.75	$5.44	-19.38%	Sold -2.44% shares Q3 2022
Financial Data & Stock Exchanges Intercontinental Exchange, Inc. Portfolio share: 0.75% Portfolio value: 1.02M Avg. open price: $106.11 Current price: $109.25 P/L: +2.96% Sold -6.00% shares Q3 2022	share	0.75%	1.02M	$106.11	$109.25	+2.96%	Sold -6.00% shares Q3 2022
Real Estate—Diversified The Howard Hughes Corporation Portfolio share: 0.70% Portfolio value: 963K Avg. open price: $108.38 Current price: $75.53 P/L: -30.31% Sold -1.56% shares Q3 2022	share	0.70%	963K	$108.38	$75.53	-30.31%	Sold -1.56% shares Q3 2022
Aerospace & Defense The Boeing Company Portfolio share: 0.63% Portfolio value: 871K Avg. open price: $165.26 Current price: $181.7 P/L: +9.95% Sold -6.44% shares Q3 2022	share	0.63%	871K	$165.26	$181.7	+9.95%	Sold -6.44% shares Q3 2022
Software—Application Rumble Inc. Portfolio share: 0.49% Portfolio value: 670K Avg. open price: N/A Current price: $8.76 P/L: N/A N/A Q3 2022	share	0.49%	670K	N/A	$8.76	N/A	N/A Q3 2022
Insurance—Property & Casualty RLI Corp. Portfolio share: 0.45% Portfolio value: 614K Avg. open price: $47.91 Current price: $131.85 P/L: +175.20% Sold -14.29% shares Q1 2022	share	0.45%	614K	$47.91	$131.85	+175.20%	Sold -14.29% shares Q1 2022
Entertainment Formula One Group Portfolio share: 0.41% Portfolio value: 564K Avg. open price: $31.8 Current price: $61.24 P/L: +92.57% Sold -18.02% shares Q2 2022	share	0.41%	564K	$31.8	$61.24	+92.57%	Sold -18.02% shares Q2 2022
Asset Management GAMCO Investors, Inc. Portfolio share: 0.32% Portfolio value: 439K Avg. open price: N/A Current price: $14.78 P/L: N/A Sold -2.09% shares Q3 2022	share	0.32%	439K	N/A	$14.78	N/A	Sold -2.09% shares Q3 2022
Internet Retail eBay Inc. Portfolio share: 0.32% Portfolio value: 438K Avg. open price: N/A Current price: $45.2 P/L: N/A Sold -19.32% shares Q3 2022	share	0.32%	438K	N/A	$45.2	N/A	Sold -19.32% shares Q3 2022
Asset Management Nuveen AMT-Free Quality Municipal Income Fund Portfolio share: 0.20% Portfolio value: 281K Avg. open price: N/A Current price: $11.51 P/L: N/A Sold -19.93% shares Q2 2021	share	0.20%	281K	N/A	$11.51	N/A	Sold -19.93% shares Q2 2021
Entertainment The Walt Disney Company Portfolio share: 0.16% Portfolio value: 226K Avg. open price: N/A Current price: $98.72 P/L: N/A N/A	share	0.16%	226K	N/A	$98.72	N/A	N/A
Software—Infrastructure Core Scientific, Inc. Portfolio share: 0.15% Portfolio value: 200K Avg. open price: $8.23 Current price: $0.14 P/L: -98.30% Sold -5.46% shares Q3 2022	share	0.15%	200K	$8.23	$0.14	-98.30%	Sold -5.46% shares Q3 2022
Asset Management RENN Fund, Inc. Portfolio share: 0.04% Portfolio value: 60K Avg. open price: $2.7 Current price: $2.05 P/L: -24.07% Bought +33.33% shares Q1 2022	share	0.04%	60K	$2.7	$2.05	-24.07%	Bought +33.33% shares Q1 2022
Conglomerates Mammoth Energy Services, Inc. Portfolio share: 0.03% Portfolio value: 38K Avg. open price: $2.2 Current price: $5.75 P/L: +161.36% Bought +5.14% shares Q3 2022	share	0.03%	38K	$2.2	$5.75	+161.36%	Bought +5.14% shares Q3 2022
Shell Companies CF Acquisition Corp. VI Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $12.04 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$12.04	N/A	Sold -100.00% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $178.88 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$178.88	N/A	Sold -100.00% shares Q3 2022

Showing TOP 28 MAD RIVER INVESTORS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of MAD RIVER INVESTORS?

The biggest position of the MAD RIVER INVESTORS is Texas Pacific Land Corporation (TPL) with 59.96% portfolio share worth of 82.33M US dollars.

Top 5 MAD RIVER INVESTORS's holdings represent 78.77% of the portfolio:

Texas Pacific Land Corporation (TPL) – 59.96%
Civeo Corporation (CVEO) – 6.3%
CACI International Inc (CACI) – 4.46%
Wheaton Precious Metals Corp. (WPM) – 4.07%
Permian Basin Royalty Trust (PBT) – 3.97%

Who is the portfolio manager of MAD RIVER INVESTORS?

The portfolio manager of the MAD RIVER INVESTORS is .

What is the total asset value of the MAD RIVER INVESTORS portfolio?

MAD RIVER INVESTORS total asset value (portfolio value) is 137.32M US dollars.

Who is ?

is the portfolio manager of the MAD RIVER INVESTORS.

What is (MAD RIVER INVESTORS) fund performance?

MAD RIVER INVESTORS's quarterly performance is +7.71%, annualy +16.67%. In the past 3 years, the value of 's portfolio has increased by +63%. In the past 5 years, the value of the portfolio has increased by +91%.

What is the MAD RIVER INVESTORS CIK?

MAD RIVER INVESTORS's Central Index Key is 0001384484 .

MAD RIVER INVESTORS Holdings

MAD RIVER INVESTORS portfolio value:

MAD RIVER INVESTORS quarter portfolio value change:

MAD RIVER INVESTORS 1 year portfolio value change:

MAD RIVER INVESTORS 3 years portfolio value change:

MAD RIVER INVESTORS 5 years portfolio value change: