Mad River Investors Portfolio Stock Holdings
Mad River Investors disclosed 29 stock positions valued at approximately $267.4 million in its latest SEC 13F filing. The largest holdings include TEXAS PACIFIC LAND CORPORATI, PERMIAN BASIN RTY TR, and LANDBRIDGE COMPANY LLC. The filing reflects positions held as of June 30, 2026 and was filed on August 3, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 29
- Portfolio Value
- $267.4M
Holdings by Sector
Mad River Investors Portfolio Holdings in Q2 2026
25 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 46.69% | 285,330 | +210 | +0.07% | $124,871,767 |
| PERMIAN BASIN RTY TR | PBT | Energy | 9.41% | 1,005,152 | +2,012 | +0.20% | $25,169,016 |
| LANDBRIDGE COMPANY LLC | LB | Energy | 7.94% | 267,953 | +1,568 | +0.59% | $21,232,603 |
| HAWAIIAN ELEC INDS INC MTN B | HE | Utilities | 6.69% | 1,321,850 | +4,800 | +0.36% | $17,884,631 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 6.13% | 360,139 | - | - | $16,393,528 |
| MESABI TR | MSB | Basic Materials | 3.06% | 323,735 | +2,189 | +0.68% | $8,190,493 |
| WHEATON PRECIOUS METALS CORP | WPM | Basic Materials | 2.36% | 56,173 | -33,098 | -37.08% | $6,309,356 |
| FRANCO NEV CORP | FNV | Basic Materials | 1.75% | 22,506 | -1,084 | -4.60% | $4,691,175 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 1.34% | 70,369 | +30 | +0.04% | $3,592,314 |
| VANGUARD INDEX FDS | VTI | Other | 0.94% | 6,800 | -2,000 | -22.73% | $2,516,272 |
| GRAYSCALE BITCOIN MINI TR ET | BTC | Other | 0.79% | 81,517 | +300 | +0.37% | $2,115,367 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.70% | 5,484 | - | - | $1,870,154 |
| CBOE GLOBAL MKTS INC | CBOE | Financial Services | 0.61% | 6,705 | +25 | +0.37% | $1,627,019 |
| APPLE INC | AAPL | Technology | 0.55% | 5,050 | -50 | -0.98% | $1,461,268 |
| ORACLE CORP | ORCL | Technology | 0.44% | 8,050 | - | - | $1,179,728 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.36% | 7,846 | +201 | +2.63% | $965,876 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.30% | 3,400 | -100 | -2.86% | $810,356 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.26% | 1,700 | - | - | $706,571 |
| CISCO SYS INC | CSCO | Technology | 0.26% | 6,000 | - | - | $704,760 |
| CINCINNATI FINL CORP | CINF | Financial Services | 0.25% | 3,600 | - | - | $666,504 |
| EATON CORP PLC | ETN | Other | 0.19% | 1,200 | - | - | $511,344 |
| RLI CORP | RLI | Financial Services | 0.13% | 6,000 | - | - | $354,420 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.12% | 625 | -200 | -24.24% | $312,744 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.11% | 1,200 | - | - | $304,764 |
| CACI INTL INC | CACI | Technology | 0.08% | 455 | -350 | -43.48% | $210,784 |
Mad River Investors Options Holdings in Q2 2026
1 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | HE | Hawaiian Electric Industries, I | CALL | 48,800 | $660,264 |
Notional value represents the total exposure of the options position.