Mad River Investors - Q22026 Holdings

Mad River Investors holds 29 stocks with a total portfolio value of $ 268.11M as of Q22026. In Q22026, Mad River Investors added 2 new positions, increased stakes in 10 stocks, reduced 8 holdings, and fully exited 4 positions. The largest holding is Texas Pacific Land Corporati (TPL), representing 46.58% of the total portfolio.