test

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
RLIRli Corp
Recent Activity
0.43%
$906,565
5,500 shares@ $164.83 avg price
TRCTejon Ranch Co
Recent Activity
Decreased -50.71%
0.21%
$442,010
27,799 shares@ $15.91 avg price
ACWXIshares Tr
Recent Activity
0.19%
$404,084
7,747 shares@ $52.17 avg price
DISDisney Walt Co
Recent Activity
0.13%
$267,240
2,400 shares@ $111.35 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
0.13%
$264,247
1,508 shares@ $175.24 avg price
RCGRenn Fd Inc
Recent Activity
0.03%
$62,440
28,000 shares@ $2.23 avg price