MRI

Mad River Investors Portfolio holdings

AUM $233M
1-Year Est. Return 43.86%
This Quarter Est. Return
1 Year Est. Return
+43.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$2.4M
3
+$2.23M
4
LB
LandBridge Co
LB
+$57.6K
5
MSB
Mesabi Trust
MSB
+$42.3K

Top Sells

1
+$5.67M
2
+$3.16M
3
+$2.57M
4
TPL icon
Texas Pacific Land
TPL
+$1M
5
SAND
Sandstorm Gold
SAND
+$896K

Sector Composition

1 Energy 62.55%
2 Materials 10.54%
3 Utilities 6.66%
4 Consumer Discretionary 2.33%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-28,000
27
– –
-27,799
1
2