Stephen C Carluccio

@Mad River Investors

Latest period2024 - Q4

Reported2d ago

Managed Assets$215.203M

Total holdings26

Assets growth rate19.38%

Assets growth rate (2-Q avg)20.09%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mad River Investors's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Mad River Investors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 215.203M in assets, with a quarterly growth rate of 19.38% and a 2-quarter average growth rate of 20.09%. The portfolio is managed by Stephen C Carluccio, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LBLandbridge Company Llc Recent Activity Increased 0.39%	7.01%	$15.081M 233,452 shares@ $64.6 avg price	Increased 0.39%
WPMWheaton Precious Metals Corp Recent Activity Increased 0.14%	3.86%	$8.295M 147,493 shares@ $56.24 avg price	Increased 0.14%
MSBMesabi Tr Recent Activity Increased 0.63%	3.86%	$8.29M 294,901 shares@ $28.11 avg price	Increased 0.63%
CBOECboe Global Mkts Inc Recent Activity Increased 2.06%	0.57%	$1.212M 6,205 shares@ $195.39 avg price	Increased 2.06%