Mad River Investors Portfolio Holdings
Mad River Investors
- $197 Million
- Q2 2025
Mad River Investors has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $197 Million distributed in 24 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Texas Pacific Land Corp with a value of $100M, Grayscale Bitcoin Trust (Btc) with a value of $31.6M, Hawaiian Electric Industries Inc with a value of $13M, Permian Basin Royalty Trust with a value of $11M, and Wheaton Precious Metals Corp. with a value of $10.4M.
Examining the 13F form we can see an decrease of $14.3M in the current position value, from $211M to 197M.
Below you can find more details about Mad River Investors portfolio as well as his latest detailed transactions.
Portfolio value
$197 Million
Energy: $111 Million
ETFs: $36.7 Million
Basic Materials: $22.1 Million
Utilities: $15.1 Million
Consumer Cyclical: $5.17 Million
Financial Services: $4.08 Million
Industrials: $1.57 Million
Technology: $365,000
Other: $0