13F Insight
DOSSIER · 13F-HR · Q2 2026

MAD RIVER INVESTORS

$268M in tracked AUM across 30 positions as of Q2 2026.

MR
CIK 0001384484 · last filed Jun 30, 2026
Total AUM
$268M
as of Q2 2026
Holdings
30
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MAD RIVER INVESTORS filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TPL
TEXAS PACIFIC LAND CORPORATI
$125M285K46.6%02
PBT
PERMIAN BASIN RTY TR
$25M1.0M9.4%03
LB
LANDBRIDGE COMPANY LLC
$21M268K7.9%04
HE
HAWAIIAN ELEC INDS INC MTN B
$19M1.4M6.9%05
GBTC
GRAYSCALE BITCOIN TRUST ETF
$16M360K6.1%06
MIAX
MIAMI INTL HLDGS INC
$11M289K4.0%07
WBI
WATERBRIDGE INFRASTRUCTURE L
$9M268K3.4%08
MSB
MESABI TR
$8M324K3.1%09
WPM
WHEATON PRECIOUS METALS CORP
$6M56K2.4%10
FNV
FRANCO NEV CORP
$5M23K1.7%

Filing history

2026Q2Jun 30
$268M▼ 3.5%
30 positionsView →2026Q1Mar 31
$278M▲ 26.5%
32 positionsView →2025Q4Dec 31
$220M▼ 6.1%
35 positionsView →2025Q3Sep 30
$234M▲ 4.7%
38 positionsView →2025Q2Jun 30
$223M▼ 5.4%
24 positionsLocked2025Q1Mar 31
$236M▲ 9.7%
24 positionsLocked2024Q4Dec 31
$215M▲ 19.4%
26 positionsLocked2024Q3Sep 30
$180M▲ 20.8%
26 positionsLocked2024Q2Jun 30
$149M▲ 3.6%
27 positionsLocked2024Q1Mar 31
$144M▲ 33.7%
27 positionsLocked2023Q4Dec 31
$108M▼ 23.8%
26 positionsLocked2023Q3Sep 30
$141M▲ 4.5%
25 positionsLocked
Showing 12 of 76