Institutional Fund
Mad River Investors
Boston, MACIK 13844845 filings on record
Portfolio Value
$277.17M
Q1 2026
Holdings
31
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+26.3%
from $219.45M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Texas Pacific Land Corporati48.8%
- Permian Basin Rty Tr7.8%
- Hawaiian Elec Industries7.1%
- Grayscale Bitcoin Trust ETF6.9%
- Landbridge Company LLC6.6%
- Wheaton Precious Metals Corp4.2%
- Other18.6%
Portfolio Holdings
31 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Texas Pacific Land Corporati | 285.1K | $135.31M | 48.8% | −963 | Reduced |
| 2 | Permian Basin Rty Tr | 1.00M | $21.59M | 7.8% | +16.3K | Added |
| 3 | Hawaiian Elec Industries | 1.32M | $19.55M | 7.1% | +32.9K | Added |
| 4 | Grayscale Bitcoin Trust ETF | 360.1K | $19.00M | 6.9% | −315 | Reduced |
| 5 | Landbridge Company LLC | 266.4K | $18.39M | 6.6% | +3.5K | Added |
| 6 | Wheaton Precious Metals Corp | 89.3K | $11.70M | 4.2% | −8.3K | Reduced |
| 7 | Mesabi Tr | 321.5K | $10.13M | 3.7% | +24.9K | Added |
| 8 | Waterbridge Infrastructure L | 270.9K | $7.26M | 2.6% | +13.9K | Added |
| 9 | Franco Nev Corp | 23.6K | $5.83M | 2.1% | −4 | Reduced |
| 10 | Fidelity Wise Origin Bitcoin | 70.3K | $4.15M | 1.5% | −520 | Reduced |
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