Mad River Investors Buys Civeo Corp, Mesabi Trust, Sells Texas Pacific Land Corp, Civeo Corp, Liberty SiriusXM Group

Feb 03, 2021

Boston, MA, based Investment company Mad River Investors (Current Portfolio) buys Civeo Corp, Mesabi Trust, sells Texas Pacific Land Corp, Civeo Corp, Liberty SiriusXM Group during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Mad River Investors. As of 2020Q4, Mad River Investors owns 22 stocks with a total value of $62 million. These are the details of the buys and sells.

New Purchases: 44C1,
Added Positions: MSB, CACI, FNV, BA, ICE,
Reduced Positions: LSXMA, LSXMK, CBOE, LBRDK, HHC, LBRDA, BRK.B, FWONA,
Sold Out: TPL, CVEO,

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

Wheaton Precious Metals Corp (WPM) - 226,827 shares, 15.29% of the total portfolio. Shares added by 0.38%
CACI International Inc (CACI) - 24,755 shares, 9.97% of the total portfolio. Shares added by 1.64%
Mesabi Trust (MSB) - 182,000 shares, 8.25% of the total portfolio. Shares added by 220.14%
Franco-Nevada Corp (FNV) - 39,965 shares, 8.09% of the total portfolio. Shares added by 1.20%
Civeo Corp (44C1) - 360,422 shares, 8.09% of the total portfolio. New Position

New Purchase: Civeo Corp (44C1)

Mad River Investors initiated holding in Civeo Corp. The purchase prices were between $6.06 and $13.6, with an estimated average price of $9.75. The stock is now traded at around $11.500000. The impact to a portfolio due to this purchase was 8.09%. The holding were 360,422 shares as of 2020-12-31.

Added: Mesabi Trust (MSB)

Mad River Investors added to a holding in Mesabi Trust by 220.14%. The purchase prices were between $20.71 and $29.5, with an estimated average price of $24.44. The stock is now traded at around $25.859100. The impact to a portfolio due to this purchase was 5.67%. The holding were 182,000 shares as of 2020-12-31.

Sold Out: Texas Pacific Land Corp (TPL)

Mad River Investors sold out a holding in Texas Pacific Land Corp. The sale prices were between $448.1 and $740.62, with an estimated average price of $575.54.

Sold Out: Civeo Corp (CVEO)

Mad River Investors sold out a holding in Civeo Corp. The sale prices were between $7.4 and $16.79, with an estimated average price of $12.04.

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

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