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Stephen Carluccio

Mad River Investors

Assets Managed
$277.87M
Holdings
31
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
26.53%(2Q avg: 10.24%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mad River Investors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 31 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 277.87M in assets, with a quarterly growth rate of 26.53% and a 2-quarter average growth rate of 10.24%. The portfolio is managed by Stephen Carluccio, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TPL
Texas Pacific Land Corp
Recent Activity
Decreased -0.33%
48.7%
$135.307M
285,120 shares@ $474.57 avg price
PBT
Permian Basin Royalty Trust
Recent Activity
Increased 1.66%
7.77%
$21.588M
1.003M shares@ $21.53 avg price
HE
Hawaiian Electric Inds
Recent Activity
Increased 5.06%
7.29%
$20.241M↑ Call
1.364M shares@ $14.84 avg price
GBTC
Grayscale Bitcoin Trust Etf
Recent Activity
Decreased -0.08%
6.84%
$19.001M
360,139 shares@ $52.77 avg price
LB
Landbridge Co Llc-a
Recent Activity
Increased 1.32%
6.62%
$18.394M
266,385 shares@ $69.06 avg price
WPM
Wheaton Precious Metals Corp
Recent Activity
Decreased -8.53%
4.21%
$11.695M
89,271 shares@ $131.01 avg price
MSB
Mesabi Trust
Recent Activity
Increased 8.4%
3.65%
$10.129M
321,546 shares@ $31.5 avg price
WBI
Waterbridge Infrastruc-cl A
Recent Activity
Increased 5.41%
2.62%
$7.257M
270,900 shares@ $26.8 avg price
FNV
Franco-nevada Corp
Recent Activity
Decreased -0.01%
2.1%
$5.828M
23,590 shares@ $247.06 avg price
FBTC
Fidelity Wise Origin Bitcoin
Recent Activity
Decreased -0.73%
1.5%
$4.152M
70,339 shares@ $59.03 avg price

1-10 of 31