- New Purchases: MSB, TUSK,
- Reduced Positions: TPL, WPM, LBRDK, LSXMK, BRK.B, AC, CACI, FNV, LSXMA, HHC, CVEO, LBRDA, CME, BA, FWONK, CBOE, ICE, FWONA,
- Sold Out: MGHL,
For the details of MAD RIVER INVESTORS's stock buys and sells, go to https://www.gurufocus.com/guru/mad+river+investors/current-portfolio/portfolio
These are the top 5 holdings of MAD RIVER INVESTORS- Texas Pacific Land Trust (TPL) - 54,626 shares, 31.37% of the total portfolio. Shares reduced by 3.61%
- Wheaton Precious Metals Corp (WPM) - 225,977 shares, 14.10% of the total portfolio. Shares reduced by 9.06%
- Franco-Nevada Corp (FNV) - 39,490 shares, 7.01% of the total portfolio. Shares reduced by 2.53%
- CACI International Inc (CACI) - 24,355 shares, 6.60% of the total portfolio. Shares reduced by 2.5%
- Associated Capital Group Inc (AC) - 129,875 shares, 5.97% of the total portfolio. Shares reduced by 3.64%
Mad River Investors initiated holding in Mesabi Trust. The purchase prices were between $15.51 and $21.66, with an estimated average price of $18.85. The stock is now traded at around $23.81. The impact to a portfolio due to this purchase was 1.53%. The holding were 56,850 shares as of .
New Purchase: Mammoth Energy Services Inc (TUSK)Mad River Investors initiated holding in Mammoth Energy Services Inc. The purchase prices were between $1.08 and $2.14, with an estimated average price of $1.47. The stock is now traded at around $1.60. The impact to a portfolio due to this purchase was 0.02%. The holding were 11,700 shares as of .
Sold Out: Morgan Group Holding Co (MGHL)Mad River Investors sold out a holding in Morgan Group Holding Co. The sale prices were between $6.14 and $20, with an estimated average price of $8.84.
Here is the complete portfolio of MAD RIVER INVESTORS. Also check out:
1. MAD RIVER INVESTORS's Undervalued Stocks
2. MAD RIVER INVESTORS's Top Growth Companies, and
3. MAD RIVER INVESTORS's High Yield stocks
4. Stocks that MAD RIVER INVESTORS keeps buying
