Mad River Investors Top Holdings and 13F Report (2024) About Mad River InvestorsInvestment ActivityMad River Investors has $180.27 million in total holdings as of September 30, 2024.Mad River Investors owns shares of 26 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 8.68% of the portfolio was purchased this quarter.About 3.31% of the portfolio was sold this quarter.This quarter, Mad River Investors has purchased 27 new stocks and bought additional shares in 6 stocks.Mad River Investors sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings Texas Pacific Land $86,508,544GRAYSCALE BITCOIN TR BTC $19,682,123LANDBRIDGE $9,097,356Wheaton Precious Metals $8,996,322CACI International $8,355,352 Largest New Holdings this Quarter LANDBRIDGE $9,097,356 HoldingGRAYSCALE BITCOIN MINI TR BT $2,198,205 Holding Largest Purchases this Quarter LANDBRIDGE 232,550 shares (about $9.10M)GRAYSCALE BITCOIN TR BTC 82,187 shares (about $4.15M)GRAYSCALE BITCOIN MINI TR BT 390,445 shares (about $2.20M)Permian Basin Royalty Trust 12,209 shares (about $145.17K)Mesabi Trust 1,423 shares (about $32.23K) Largest Sales this Quarter Texas Pacific Land 1,532 shares (about $1.36M)CME Group 3,811 shares (about $840.66K)Tejon Ranch 21,201 shares (about $372.08K)Wheaton Precious Metals 4,583 shares (about $279.93K)Vanguard Dividend Appreciation ETF 987 shares (about $195.49K) 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$86,508,544$1,355,429 ▼-1.5%97,77848.0%Oils/EnergyGRAYSCALE BITCOIN TR BTC$19,682,123$4,150,444 ▲26.7%389,74510.9%SHS REP COM UTLANDBRIDGE$9,097,356$9,097,356 ▲New Holding232,5505.0%COMWPMWheaton Precious Metals$8,996,322$279,929 ▼-3.0%147,2885.0%Basic MaterialsCACICACI International$8,355,352$161,456 ▼-1.9%16,5604.6%Computer and TechnologyMSBMesabi Trust$6,638,011$32,231 ▲0.5%293,0693.7%Basic MaterialsCVEOCiveo$6,309,080$142,206 ▼-2.2%230,2583.5%Consumer DiscretionaryFIDELITY WISE ORIGIN BITCOIN$4,506,204$102,842 ▼-2.2%81,1492.5%SHSFNVFranco-Nevada$4,050,516$5,715 ▲0.1%32,6002.2%Basic MaterialsCCLCarnival Co. &$3,688,539$164,546 ▼-4.3%199,5962.0%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$3,432,466$101,938 ▼-2.9%12,1221.9%ETFBRK.BBerkshire Hathaway$3,325,379$109,542 ▼-3.2%7,2251.8%FinancePBTPermian Basin Royalty Trust$3,286,183$145,165 ▲4.6%276,3821.8%Oils/EnergyGRAYSCALE BITCOIN MINI TR BT$2,198,205$2,198,205 ▲New Holding390,4451.2%SHSVIGVanguard Dividend Appreciation ETF$1,795,414$195,485 ▼-9.8%9,0651.0%ETFEXPEagle Materials$1,631,412$9,204 ▲0.6%5,6720.9%ConstructionCBOECboe Global Markets$1,245,5390.0%6,0800.7%Financial ServicesICEIntercontinental Exchange$1,224,944$8,032 ▼-0.7%7,6250.7%FinanceSANDSandstorm Gold$1,159,495$7,080 ▲0.6%193,2490.6%Basic MaterialsTRCTejon Ranch$989,809$372,080 ▼-27.3%56,3990.5%FinanceRLIRLI$852,3900.0%5,5000.5%FinanceACWXiShares MSCI ACWI ex U.S. ETF$443,2840.0%7,7470.2%ManufacturingCMECME Group$290,735$840,661 ▼-74.3%1,3180.2%FinanceRSPInvesco S&P 500 Equal Weight ETF$270,174$21,141 ▼-7.3%1,5080.1%ETFDISWalt Disney$230,8560.0%2,4000.1%Consumer DiscretionaryRCGRENN Fund$59,3600.0%28,0000.0%Financial ServicesACAssociated Capital Group$0$1,779,246 ▼-100.0%00.0%FinanceLSXMKThe Liberty SiriusXM Group$0$244,185 ▼-100.0%00.0%Consumer DiscretionaryRUMRumble$0$92,963 ▼-100.0%00.0%Computer and TechnologyShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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