13F HOLDINGS REPORT
MAD RIVER INVESTORS
Quarter ended Q1 2023 · Filed February 6, 2023 · Accession 0001384484-23-000002
Total Value
$172,372
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TEXAS PACIFIC LAND CORPORATI | TPL | 45,812 | $107,394 | 62.30% |
| 2 | CIVEO CORP CDA | CVEO | 344,100 | $10,702 | 6.21% |
| 3 | PERMIAN BASIN RTY TR | 714236106 | 331,327 | $8,349 | 4.84% |
| 4 | CACI INTL INC | 127190304 | 23,630 | $7,103 | 4.12% |
| 5 | WHEATON PRECIOUS METALS CORP | WPM | 172,602 | $6,745 | 3.91% |
| 6 | FRANCO NEV CORP | FNV | 39,292 | $5,363 | 3.11% |
| 7 | MESABI TR | MSB | 282,425 | $5,089 | 2.95% |
| 8 | ASSOCIATED CAP GROUP INC | 045528106 | 108,875 | $4,572 | 2.65% |
| 9 | TEJON RANCH CO | TRC | 237,325 | $4,471 | 2.59% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,888 | $3,054 | 1.77% |
| 11 | CME GROUP INC | CME | 8,544 | $1,437 | 0.83% |
| 12 | CBOE GLOBAL MKTS INC | 12503M108 | 9,130 | $1,146 | 0.66% |
| 13 | HOWARD HUGHES CORP | HHH | 14,819 | $1,132 | 0.66% |
| 14 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 10,455 | $1,073 | 0.62% |
| 15 | BOEING CO | BA-PA | 5,115 | $974 | 0.57% |
| 16 | SANDSTORM GOLD LTD | 80013R206 | 173,718 | $914 | 0.53% |
| 17 | RLI CORP | RLI | 6,000 | $788 | 0.46% |
| 18 | LIBERTY MEDIA CORP DEL | FWONB | 8,811 | $527 | 0.31% |
| 19 | NUVEEN AMT FREE QLTY MUN INC | NU | 26,500 | $301 | 0.17% |
| 20 | RUMBLE INC | RUMBW | 42,200 | $251 | 0.15% |
| 21 | EBAY INC. | EBAY | 5,750 | $238 | 0.14% |
| 22 | JOHNSON & JOHNSON | JNJ | 1,200 | $212 | 0.12% |
| 23 | DISNEY WALT CO | 254687106 | 2,400 | $209 | 0.12% |
| 24 | GAMCO INVS INC | 361438104 | 12,050 | $184 | 0.11% |
| 25 | MAMMOTH ENERGY SVCS INC | 56155L108 | 10,700 | $93 | 0.05% |
| 26 | RENN FD INC | 759720105 | 28,000 | $51 | 0.03% |