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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TPLTexas Pacific Land Corporati
| 49.31% | $106.103M 95,938 shares@ $1105.96 avg price | Decreased -1.88% |
GBTCGrayscale Bitcoin Trust Etf
| 13.27% | $28.557M 385,806 shares@ $74.03 avg price | Decreased -1.01% |
LBLandbridge Company Llc
| 7.01% | $15.081M 233,452 shares@ $64.6 avg price | Increased 0.39% |
WPMWheaton Precious Metals Corp
| 3.86% | $8.295M 147,493 shares@ $56.24 avg price | Increased 0.14% |
MSBMesabi Tr
| 3.86% | $8.29M 294,901 shares@ $28.11 avg price | Increased 0.63% |
CACICaci Intl Inc
| 3.07% | $6.59M 16,310 shares@ $404.06 avg price | Decreased -1.5% |
FBTCFidelity Wise Origin Bitcoin
| 2.9% | $6.224M 76,298 shares@ $81.59 avg price | Decreased -5.97% |
CVEOCiveo Corp Cda
| 2.29% | $4.925M 216,766 shares@ $22.72 avg price | Decreased -5.85% |
CCLCarnival Corp
| 2.24% | $4.807M 192,896 shares@ $24.93 avg price | Decreased -3.35% |
FNVFranco Nev Corp
| 1.77% | $3.804M 32,351 shares@ $117.59 avg price | Decreased -0.76% |