Mad River Investors
$267M 13F equity value
32 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mad River Investors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | 285,330 | $125M | 46.7% |
| PBT | PERMIAN BASIN RTY TR | 1,005,152 | $25M | 9.4% |
| LB | LANDBRIDGE COMPANY LLC | 267,953 | $21M | 7.9% |
| HE | HAWAIIAN ELEC INDS INC MTN B | 1,321,850 | $18M | 6.7% |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 360,139 | $16M | 6.1% |
| MIAX | MIAMI INTL HLDGS INC | 289,000 | $11M | 4.0% |
| WBI | WATERBRIDGE INFRASTRUCTURE L | 267,801 | $9M | 3.4% |
| MSB | MESABI TR | 323,735 | $8M | 3.1% |
| WPM | WHEATON PRECIOUS METALS CORP | 56,173 | $6M | 2.4% |
| FNV | FRANCO NEV CORP | 22,506 | $5M | 1.8% |
Track Mad River Investors's 13F portfolio: $267M in reported holdings, 32 positions. Top holdings and quarterly changes on SentiSense.
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