Mad River Investors Purchases and Sells in Q3 2025

Mad River Investors

$200 Million
Q3 2025

Top Buys

Incresed Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PBT	38.3K + 4.33%	$12.46 - $18.83 $477K - $721K	922K $16.8M
MSB	110 + 0.04%	$23.53 - $32.39 $2.59K - $3.56K	296K $8.65M
HE	4.35K + 0.35%	$10.46 - $12.96 $45.5K - $56.4K	1.23M $13.6M
GRAYSCALE BITCOIN MINI TR ET	3.89K + 4.97%	N/A	82.2K $0
LANDBRIDGE COMPANY LLC	6.3K + 2.68%	N/A	241K $0
ICE	25 + 0.32%	$167.28 - $188.45 $4.18K - $4.71K	7.72K $1.3M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCL	8.05K New	$218.96 - $328.33 $1.76M - $2.64M	8.05K $2.26M
AAPL	5K New	$202.38 - $256.87 $1.01M - $1.28M	5K $1.27M
PANW	5.48K New	$167.06 - $208.19 $916K - $1.14M	5.48K $1.12M
AMZN	3.4K New	$211.65 - $238.24 $720K - $810K	3.4K $746K
UNH	1.7K New	$237.77 - $353.61 $404K - $601K	1.7K $587K
CINF	3.6K New	$145.8 - $158.1 $525K - $569K	3.6K $569K

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TPL	-241 - 0.25%	$854.83 - $1075.97 $206K - $259K	94.8K $88.5M
CCL	-28.4K - 15.45%	$28.37 - $32.49 $806K - $923K	155K $4.49M
VIG	-3.6K - 58.06%	N/A	2.6K $473K
CACI	-50 - 5.85%	N/A	805 $344K
FIDELITY WISE ORIGIN BITCOIN	-1.46K - 1.99%	N/A	71.8K $0
CBOE	-25 - 0.37%	$231.35 - $253.24 $5.78K - $6.33K	6.66K $1.63M

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TPL	400 New	$854.83 - $1075.97 $342K - $430K	400 $373K

Activity Summary All Purchases 23 New Holdings 17 Increased Positions 6 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 1

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