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
ICEIntercontinental Exchange In Recent Activity Decreased -2.03%	0.52%	$1.113M 7,470 shares@ $149.02 avg price	Decreased -2.03%
SANDSandstorm Gold Ltd Recent Activity Decreased -5.25%	0.48%	$1.022M 183,099 shares@ $5.59 avg price	Decreased -5.25%
TRCTejon Ranch Co Recent Activity Decreased -50.71%	0.21%	$442,010 27,799 shares@ $15.91 avg price	Decreased -50.71%