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Stephen C Carluccio

@Mad River Investors

Latest period2024 - Q4ReportedManaged Assets$215.203MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIVanguard Index Fds
Recent Activity
1.64%
$3.513M
12,122 shares@ $289.82 avg price
BTCGrayscale Bitcoin Mini Tr Et
Recent Activity
New Position
1.52%
$3.269M
78,086 shares@ $41.88 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -6.92%
1.42%
$3.048M
6,725 shares@ $453.28 avg price
PBTPermian Basin Rty Tr
Recent Activity
Decreased -10.88%
1.27%
$2.729M
246,293 shares@ $11.09 avg price
VIGVanguard Specialized Funds
Recent Activity
0.83%
$1.775M
9,065 shares@ $195.84 avg price
EXPEagle Matls Inc
Recent Activity
Decreased -5.21%
0.62%
$1.326M
5,376 shares@ $246.74 avg price
CBOECboe Global Mkts Inc
Recent Activity
Increased 2.06%
0.57%
$1.212M
6,205 shares@ $195.39 avg price
HEHawaiian Elec Industries
Recent Activity
New Position
0.55%
$1.171M
120,300 shares@ $9.73 avg price
ICEIntercontinental Exchange In
Recent Activity
Decreased -2.03%
0.52%
$1.113M
7,470 shares@ $149.02 avg price
SANDSandstorm Gold Ltd
Recent Activity
Decreased -5.25%
0.48%
$1.022M
183,099 shares@ $5.59 avg price