MAD RIVER INVESTORS: 13F holdings
CIK 13844842026Q2
| Positions | 29 |
|---|
| Reported value | $268.1m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 29 (-2 vs prior quarter) |
|---|
| Reported value | $268.1m (-3.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TPL TEXAS PACIFIC LAND CORPORATI | 285,330 | $124.9m | 46.6% |
| PBT PERMIAN BASIN RTY TR | 1,005,152 | $25.2m | 9.4% |
| LB LANDBRIDGE COMPANY LLC | 267,953 | $21.2m | 7.9% |
| HE HAWAIIAN ELEC INDS INC MTN B | 1,321,850 | $17.9m | 6.7% |
| GBTC GRAYSCALE BITCOIN TRUST ETF | 360,139 | $16.4m | 6.1% |
| MIAX MIAMI INTL HLDGS INC | 289,000 | $10.7m | 4.0% |
| WBI WATERBRIDGE INFRASTRUCTURE L | 267,801 | $9.2m | 3.4% |
| MSB MESABI TR | 323,735 | $8.2m | 3.1% |
| WPM WHEATON PRECIOUS METALS CORP | 56,173 | $6.3m | 2.4% |
| FNV FRANCO NEV CORP | 22,506 | $4.7m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1384484")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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