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Filers›Holding Co.›MAD RIVER INVESTORS
DOSSIER · 13F-HR · Q1 2026

MAD RIVER INVESTORS

MAD RIVER INVESTORS's holding co. based in Omaha, NE — $278M in tracked AUM across 32 positions as of Q1 2026.

MR
MAD RIVER INVESTORS·Omaha, NE·Holding Co.
CIK 0001384484 · last filed Mar 31, 2026
Total AUM
$278M
▼ 12.3%
vs prior
Holdings
32
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Tech
38% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MAD RIVER INVESTORS filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TPL
TEXAS PACIFIC LAND CORPORATI
$135M285K48.7%
02
PBT
PERMIAN BASIN RTY TR
$22M1.0M7.8%
03
HE
HAWAIIAN ELEC INDS INC MTN B
$20M1.4M7.3%
04
GBTC
GRAYSCALE BITCOIN TRUST ETF
$19M360K6.8%
05
LB
LANDBRIDGE COMPANY LLC
$18M266K6.6%
06
WPM
WHEATON PRECIOUS METALS CORP
$12M89K4.2%
07
MSB
MESABI TR
$10M322K3.6%
08
WBI
WATERBRIDGE INFRASTRUCTURE L
$7M271K2.6%
09
FNV
FRANCO NEV CORP
$6M24K2.1%
10
FBTC
FIDELITY WISE ORIGIN BITCOIN
$4M70K1.5%

Filing history

Filing history loading…
AI Agent · grounded in MAD
haiku-4-5 · 32 positions indexed
Sector mix
  • Tech38%
  • Health Care23%
  • Cons. Disc.5%
  • Communications12%
  • Energy6%
  • Other16%
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