$102 Million is the total value of MAD RIVER INVESTORS's 23 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPL | Buy | TEXAS PAC LD TR | $39,931,000 | +61.9% | 54,926 | +0.5% | 39.21% | +25.0% |
| WPM | Buy | WHEATON PRECIOUS METALS CORP | $9,468,000 | -14.6% | 226,827 | +0.4% | 9.30% | -34.1% |
| CACI | Buy | CACI INTL INC | $6,172,000 | +18.9% | 24,755 | +1.6% | 6.06% | -8.2% |
| MSB | Buy | MESABI TRben int | $5,105,000 | +323.3% | 182,000 | +220.1% | 5.01% | +226.8% |
| CVEO | New | CIVEO CORP CDA | $5,010,000 | – | 360,422 | +100.0% | 4.92% | – |
| FNV | Buy | FRANCO NEV CORP | $5,009,000 | -9.1% | 39,965 | +1.2% | 4.92% | -29.8% |
| BA | Buy | BOEING CO | $1,905,000 | +31.1% | 8,900 | +1.3% | 1.87% | +1.2% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $1,551,000 | +17.0% | 13,450 | +1.5% | 1.52% | -9.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| HOWARD HUGHES CORP | 41 | Q2 2023 | 13.7% |
| BERKSHIRE HATHAWAY INC DEL | 40 | Q3 2023 | 8.2% |
| RLI CORP | 32 | Q3 2023 | 1.4% |
| DISNEY WALT CO | 32 | Q2 2023 | 0.4% |
| TEXAS PAC LD TR | 31 | Q4 2020 | 39.4% |
| LIBERTY BROADBAND CORP | 30 | Q1 2022 | 5.5% |
| LIBERTY MEDIA CORP FORMULA 1 CLASS C | 29 | Q2 2023 | 2.0% |
| LIBERTY BROADBAND CORP | 29 | Q4 2021 | 1.6% |
| ASSOCIATED CAP GROUP INC | 27 | Q3 2023 | 6.3% |
| BROOKFIELD ASSET MGMT INC | 27 | Q4 2019 | 3.6% |
View MAD RIVER INVESTORS's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Atlas Energy Group, LLCSold out | April 24, 2017 | 0 | 0.0% |
View MAD RIVER INVESTORS's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-09 |
View MAD RIVER INVESTORS's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.