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

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $197 Million
  • Prior Value $211 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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