Mad River Investors Portfolio Holdings
Mad River Investors
- $191 Million
- Q4 2024
Mad River Investors has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $191 Million distributed in 26 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Texas Pacific Land Corp with a value of $106M, Grayscale Bitcoin Trust (Btc) with a value of $28.8M, Mesabi Trust with a value of $8.29M, Wheaton Precious Metals Corp. with a value of $8.3M, and Caci International Inc with a value of $6.98M.
Examining the 13F form we can see an increase of $28.1M in the current position value, from $163M to 191M.
Below you can find more details about Mad River Investors portfolio as well as his latest detailed transactions.
Portfolio value
$191 Million
Energy: $109 Million
ETFs: $34.6 Million
Basic Materials: $22.7 Million
Technology: $6.98 Million
Financial Services: $6.34 Million
Industrials: $5.37 Million
Consumer Cyclical: $4.81 Million
Utilities: $1.17 Million
Other: $267,000