MAD RIVER INVESTORS - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, MAD RIVER INVESTORS held in its portfolio 34 assets valued at $219,624,393 (i.e. $219.62M).
The most valuable assets in the portfolio included: TEXAS PACIFIC LAND CORPORATI ($82.17M), GRAYSCALE BITCOIN TRUST ETF ($24.64M), and PERMIAN BASIN RTY TR ($16.76M).
The chart below shows the top 10 valuable assets, and the table below shows the top 34 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MAD RIVER INVESTORS - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| TEXAS PACIFIC LAND CORPORATI | 286083 | 82168821 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 360454 | 24640636 | SHS REP COM UT |
| PERMIAN BASIN RTY TR | 986819 | 16756184 | UNIT BEN INT |
| HAWAIIAN ELEC INDUSTRIES | 1284150 | 15795045 | COM |
| LANDBRIDGE COMPANY LLC | 262934 | 12881153 | CL A |
| WHEATON PRECIOUS METALS CORP | 97604 | 11470412 | COM |
| MESABI TR | 296649 | 11426935 | CTF BEN INT |
| FIDELITY WISE ORIGIN BITCOIN | 70859 | 5401582 | SHS |
| WATERBRIDGE INFRASTRUCTURE L | 257000 | 5142570 | CL A SHS REPSTG |
| FRANCO NEV CORP | 23594 | 4890653 | COM |
| CARNIVAL CORP | 155596 | 4751910 | UNIT 99/99/9999 |
| VANGUARD INDEX FDS | 12122 | 4064143 | TOTAL STK MKT |
| MIAMI INTL HLDGS INC | 75050 | 3330719 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 77647 | 3007269 | SHS NEW |
| CBOE GLOBAL MKTS INC | 6690 | 1679103 | COM |
| ORACLE CORP | 8050 | 1569026 | COM |
| APPLE INC | 5100 | 1386486 | COM |
| INTERCONTINENTAL EXCHANGE IN | 7645 | 1238249 | COM |
| PALO ALTO NETWORKS INC | 5484 | 1010153 | COM |
| AMAZON COM INC | 3500 | 807870 | COM |
| ROYAL GOLD INC | 2656 | 590507 | COM |
| CINCINNATI FINL CORP | 3600 | 587952 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1125 | 565482 | CL B NEW |
| UNITEDHEALTH GROUP INC | 1700 | 561187 | COM |
| RLI CORP | 7500 | 479850 | COM |
| CISCO SYS INC | 6000 | 462180 | COM |
| JPMORGAN CHASE & CO. | 1400 | 451108 | COM |
| CACI INTL INC | 805 | 428913 | CL A |
| EATON CORP PLC | 1200 | 382212 | SHS |
| VANGUARD SPECIALIZED FUNDS | 1600 | 351648 | DIV APP ETF |
| CITIGROUP INC | 3000 | 350070 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 1508 | 288873 | S&P500 EQL WGT |
| KIMBERLY-CLARK CORP | 2800 | 282492 | COM |
| JOHNSON & JOHNSON | 1200 | 248340 | COM |
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