StockDriftsStockDriftsTop 31 Mad River Investors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | 48.82% | 285.1K | $135.3M | -0.34%(-963) | $22.34(+1722.60%) | 2026-03-31 | |
| PBT | PERMIAN BASIN RTY TR | 7.79% | 1.00M | $21.6M | +1.65%(+16.32K) | $12.19(+103.44%) | 2026-03-31 | |
| HE | HAWAIIAN ELEC INDS INC MTN B | 7.05% | 1.32M | $19.5M | +2.56%(+32.90K) | $10.42(+30.77%) | 2026-03-31 | |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 6.86% | 360.1K | $19.0M | -0.09%(-315) | $45.25(+5.28%) | 2026-03-31 | |
| LB | LANDBRIDGE COMPANY LLC | 6.64% | 266.4K | $18.4M | +1.31%(+3.45K) | $34.09(+116.35%) | 2026-03-31 | |
| WPM | WHEATON PRECIOUS METALS CORP | 4.22% | 89.3K | $11.7M | -8.54%(-8.33K) | $22.80(+407.58%) | 2026-03-31 | |
| MSB | MESABI TR | 3.65% | 321.5K | $10.1M | +8.39%(+24.90K) | $22.89(+11.79%) | 2026-03-31 | |
| WBI | WATERBRIDGE INFRASTRUCTURE L | 2.62% | 270.9K | $7.3M | +5.41%(+13.90K) | $25.08(+24.78%) | 2026-03-31 | |
| FNV | FRANCO NEV CORP | 2.1% | 23.6K | $5.8M | -0.02%(-4) | $87.13(+149.72%) | 2026-03-31 | |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 1.5% | 70.3K | $4.2M | -0.73%(-520) | $62.06(-13.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.32% | +92.16% |
| Top 20 Holdings Unweighted | +16.39% | +57.67% |
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