Mad River Investors Portfolio Holdings

Mad River Investors

  • $211 Million
  • Q1 2025

Mad River Investors has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $211 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Texas Pacific Land Corp with a value of $126M, Grayscale Bitcoin Trust (Btc) with a value of $24.3M, Hawaiian Electric Industries Inc with a value of $13.3M, Wheaton Precious Metals Corp. with a value of $11.5M, and Mesabi Trust with a value of $8.06M.

Examining the 13F form we can see an increase of $19.8M in the current position value, from $191M to 211M.

Below you can find more details about Mad River Investors portfolio as well as his latest detailed transactions.

Portfolio value $211 Million
Energy: $131 Million
ETFs: $29 Million
Basic Materials: $24.9 Million
Utilities: $15.7 Million
Financial Services: $4.44 Million
Consumer Cyclical: $3.67 Million
Industrials: $1.83 Million
Technology: $365,000
Other: $236,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.3B
$126 Million 59.8% of portfolio
95,183
Q1 2025 Reduced 0.79%
$52.2B
$24.3 Million 11.51% of portfolio
372,481
Q1 2025 Reduced 3.45%
$1.1B
$13.3 Million 6.31% of portfolio
1,215,900
Q1 2025 Added 910.72%
$36.9B
$11.5 Million 5.44% of portfolio
147,793
Q1 2025 Added 0.2%
$368M
$8.06 Million 3.82% of portfolio
296,457
Q1 2025 Added 0.53%
$462M
$4.67 Million 2.22% of portfolio
471,693
Q1 2025 Added 91.52%
$32.6B
$4.38 Million 2.08% of portfolio
27,802
Q1 2025 Reduced 14.06%
$20.7B
$3.67 Million 1.74% of portfolio
188,096
Q1 2025 Reduced 2.49%
$0
$3.33 Million 1.58% of portfolio
12,122
Q3 2024 Reduced 2.88%
$653M
$2.4 Million 1.14% of portfolio
74,900
Q1 2025 New
$276M
$1.83 Million 0.87% of portfolio
79,497
Q1 2025 Reduced 63.33%
$22.7B
$1.41 Million 0.67% of portfolio
6,215
Q1 2025 Added 0.16%
$91.2B
$1.3 Million 0.61% of portfolio
7,520
Q1 2025 Added 0.67%
$0
$1.13 Million 0.54% of portfolio
6,200
Q1 2025 Reduced 31.61%
$691B
$1.01 Million 0.48% of portfolio
1,900
Q1 2025 Reduced 71.75%
$3.31B
$722,000 0.34% of portfolio
9,000
Q1 2025 Added 63.64%
$8.06B
$467,000 0.22% of portfolio
2,106
Q1 2025 Reduced 60.83%
$10.1B
$365,000 0.17% of portfolio
855
Q1 2025 Reduced 94.76%
$0
$261,000 0.12% of portfolio
1,508
Q3 2024 Reduced 7.26%
$165B
$236,000 0.11% of portfolio
2,400
Q4 2023 New
Fidelity Wise Origin Bitcoin
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.63%
Landbridge Company LLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.34%
Grayscale Bitcoin Mini Tr Et
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.26%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $211 Million
  • Prior Value $191 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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