The Analysis of MAD RIVER INVESTORS's Holdings
Currently, MAD RIVER INVESTORS holds 34 types of securities in its portfolio with a total value $219.4M. In the most recent quarter, they have increased their positions in TPL (+191.3K shares, valued at $54.9M), PBT (+64.6K shares, valued at $1.1M), LB (+21.9K shares, valued at $1.1M); decreased their positions in VIG (-1.0K shares, valued at $219.8K), N/A (-4.5K shares, valued at $175.5K), FBTC (-945 shares, valued at $72.0K); initiated new positions in RGLD (+2.7K shares, valued at $590.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TPL TEXAS PACIFIC LAND CORPORATI286.1K shares201.86%2025-12-312026-02-06
GBTC GRAYSCALE BITCOIN TRUST ETF360.5K shares-0.14%2025-12-312026-02-06 PBT PERMIAN BASIN RTY TR986.8K shares7.00%2025-12-312026-02-06 HE HAWAIIAN ELEC INDUSTRIES1.3M shares4.38%2025-12-312026-02-06 LB LANDBRIDGE COMPANY LLC262.9K shares9.08%2025-12-312026-02-06 WPM WHEATON PRECIOUS METALS CORP97.6K shares-0.33%2025-12-312026-02-06 MSB MESABI TR296.6K shares0.38%2025-12-312026-02-06 FBTC FIDELITY WISE ORIGIN BITCOIN70.9K shares-1.32%2025-12-312026-02-06 WBI WATERBRIDGE INFRASTRUCTURE L257.0K shares2.11%2025-12-312026-02-06 FNV FRANCO NEV CORP23.6K shares0.06%2025-12-312026-02-06 CCL CARNIVAL CORP155.6K shares0.13%2025-12-312026-02-06 VTI VANGUARD INDEX FDS12.1K shares0.00%2025-12-312026-02-06 MIAX MIAMI INTL HLDGS INC75.0K shares0.60%2025-12-312026-02-06 CBOE CBOE GLOBAL MKTS INC6.7K shares0.53%2025-12-312026-02-06 ORCL ORACLE CORP8.1K shares0.00%2025-12-312026-02-06 AAPL APPLE INC5.1K shares2.00%2025-12-312026-02-06 ICE INTERCONTINENTAL EXCHANGE IN7.6K shares-0.97%2025-12-312026-02-06 PANW PALO ALTO NETWORKS INC5.5K shares0.00%2025-12-312026-02-06 AMZN AMAZON COM INC3.5K shares2.94%2025-12-312026-02-06 RGLD ROYAL GOLD INC2.7K sharesnew addition2025-12-312026-02-06 CINF CINCINNATI FINL CORP3.6K shares0.00%2025-12-312026-02-06 UNH UNITEDHEALTH GROUP INC1.7K shares0.00%2025-12-312026-02-06 RLI RLI CORP7.5K shares0.00%2025-12-312026-02-06 CSCO CISCO SYS INC6.0K shares0.00%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.1.4K shares0.00%2025-12-312026-02-06 CACI CACI INTL INC805 shares0.00%2025-12-312026-02-06 VIG VANGUARD SPECIALIZED FUNDS1.6K shares-38.46%2025-12-312026-02-06 KMB KIMBERLY-CLARK CORP2.8K shares0.00%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON1.2K shares0.00%2025-12-312026-02-06 Call Option Holdings
HE Call CallHAWAIIAN ELEC INDUSTRIES14.2K sharesnew addition2025-12-312026-02-06 Put Option Holdings
No put option holdings data available