Mad River Investors Portfolio Holdings
Mad River Investors
- $145 Million
- Q2 2024
Mad River Investors has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $145 Million distributed in 27 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Texas Pacific Land Corp with a value of $72.9M, Grayscale Bitcoin Trust (Btc) with a value of $16.4M, Wheaton Precious Metals Corp. with a value of $7.96M, Caci International Inc with a value of $7.26M, and Civeo Corp with a value of $5.87M.
Examining the 13F form we can see an increase of $6.15M in the current position value, from $138M to 145M.
Below you can find more details about Mad River Investors portfolio as well as his latest detailed transactions.
Portfolio value
$145 Million
Energy: $75.9 Million
ETFs: $22.2 Million
Basic Materials: $19.1 Million
Financial Services: $8.73 Million
Technology: $7.35 Million
Industrials: $7.19 Million
Consumer Cyclical: $3.9 Million
Communication Services: $238,000
Other: $0