Holdings
Mad River Investors
As of Jun 30, 2026, Mad River Investors reported 24 positions worth US$242M. Largest: Texas Pacific Land Corporation, Permian Basin Royalty Trust and Landbridge Company Llc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Texas Pacific Land Corporation | 285K | US$125M | +210 | Jun 30, 2026 |
| Permian Basin Royalty Trust | 1.01M | US$25.2M | +2,012 | Jun 30, 2026 |
| Landbridge Company Llc | 268K | US$21.2M | +1,568 | Jun 30, 2026 |
| Hawaiian Electric Industries | 1.32M | US$17.9M | +4,800 | Jun 30, 2026 |
| Miami International Holdings, Inc. | 289K | US$10.7M | +208K | Jun 30, 2026 |
| Waterbridge Infrastructure Llc | 268K | US$9.18M | −3,099 | Jun 30, 2026 |
| Mesabi Trust | 324K | US$8.19M | +2,189 | Jun 30, 2026 |
| Wheaton Precious Metals Corp | 56,173 | US$6.31M | −33,098 | Jun 30, 2026 |
| Franco-nevada Corporation | 22,506 | US$4.69M | −1,084 | Jun 30, 2026 |
| Carnival Corporation Ltd. | 95,373 | US$2.72M | new | Jun 30, 2026 |