Mad River Investors
Mad River Investors reported 30 holdings worth US$268M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Mad River Investors reported 30 holdings worth US$268M as of Jun 30, 2026. Largest: Texas Pacific Land Corporation, Permian Basin Royalty Trust and Landbridge Company Llc. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 30
- Value as reported
- US$268M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Texas Pacific Land Corporation | 285K | US$125M | 46.6% |
| Permian Basin Royalty Trust | 1.01M | US$25.2M | 9.4% |
| Landbridge Company Llc | 268K | US$21.2M | 7.9% |
| Hawaiian Electric Industries | 1.32M | US$17.9M | 6.7% |
| Miami International Holdings, Inc. | 289K | US$10.7M | 4.0% |
| Waterbridge Infrastructure Llc | 268K | US$9.18M | 3.4% |
| Mesabi Trust | 324K | US$8.19M | 3.1% |
| Wheaton Precious Metals Corp | 56,173 | US$6.31M | 2.4% |
| Franco-nevada Corporation | 22,506 | US$4.69M | 1.7% |
| Carnival Corporation Ltd. | 95,373 | US$2.72M | 1.0% |
| Palo Alto Networks, Inc. | 5,484 | US$1.87M | 0.70% |
| Cboe Global Markets, Inc. | 6,705 | US$1.63M | 0.61% |
| Apple Inc | 5,050 | US$1.46M | 0.55% |
| Oracle Corporation | 8,050 | US$1.18M | 0.44% |
| Intercontinental Exchange Inc. | 7,846 | US$966K | 0.36% |
| Amazon.com, Inc. | 3,400 | US$810K | 0.30% |
| Unitedhealth Group Incorporated | 1,700 | US$707K | 0.26% |
| Cisco Systems, Inc. | 6,000 | US$705K | 0.26% |
| Cincinnati Financial Corporation | 3,600 | US$667K | 0.25% |
| Rli Corp. | 6,000 | US$354K | 0.13% |
| Berkshire Hathaway Inc. | 625 | US$313K | 0.12% |
| Johnson & Johnson | 1,200 | US$305K | 0.11% |
| Caci International, Inc. | 455 | US$211K | 0.08% |
| Fermi Inc. | 16,500 | US$151K | 0.06% |
| Jp Morgan Chase & Co. | 0 | US$0 | 0.00% |
| Royal Gold, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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