MAD RIVER INVESTORS
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HE | 1.32M | $19.55M |
 | TPL | 285K | $135.31M |
 | WBI | 271K | $7.26M |
 | LB | 266K | $18.39M |
 | CCL | 156K | $4.04M |
 | WPM | 89K | $11.70M |
 | MIAX | 81K | $3.16M |
 | FNV | 24K | $5.83M |
 | ORCL | 8K | $1.18M |
 | ICE | 8K | $1.20M |
 | RLI | 6K | $342.24K |
 | CSCO | 6K | $465.54K |
 | PANW | 5K | $879.20K |
 | AAPL | 5K | $1.29M |
 | CINF | 4K | $566.46K |
 | AMZN | 4K | $728.95K |
 | RGLD | 2K | $626.81K |
 | UNH | 2K | $460.00K |
 | JPM | 1K | $416.82K |
 | ETN | 1K | $429.20K |
Hawaiian Electric Industries, Inc.
HE
Shares Held
1.32M
Value
$19.55M
Texas Pacific Land Corporation
TPL
Shares Held
285K
Value
$135.31M
WaterBridge Infrastructure LLC
WBI
Shares Held
271K
Value
$7.26M
LandBridge Company LLC
LB
Shares Held
266K
Value
$18.39M
Carnival Corporation & plc
CCL
Shares Held
156K
Value
$4.04M
Wheaton Precious Metals Corp.
WPM
Shares Held
89K
Value
$11.70M
Miami International Holdings, Inc.
MIAX
Shares Held
81K
Value
$3.16M
Franco-Nevada Corporation
FNV
Shares Held
24K
Value
$5.83M
Oracle Corporation
ORCL
Shares Held
8K
Value
$1.18M
Intercontinental Exchange, Inc.
ICE
Shares Held
8K
Value
$1.20M
RLI Corp.
RLI
Shares Held
6K
Value
$342.24K
Cisco Systems, Inc.
CSCO
Shares Held
6K
Value
$465.54K
Palo Alto Networks, Inc.
PANW
Shares Held
5K
Value
$879.20K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.29M
Cincinnati Financial Corporation
CINF
Shares Held
4K
Value
$566.46K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$728.95K
Royal Gold, Inc.
RGLD
Shares Held
2K
Value
$626.81K
UnitedHealth Group Incorporated
UNH
Shares Held
2K
Value
$460.00K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$416.82K
Eaton Corporation plc
ETN
Shares Held
1K
Value
$429.20K