Titelia

Holdings of MAD RIVER INVESTORS

27 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 94.6 % of the equity sleeve

Sector breakdown

  • Financials 1.7 %
  • Technology 1.5 %
  • Health care 0.3 %
  • Consumer discretionary 0.3 %
  • Materials 0.2 %
  • Unattributed 95.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US27255.2M $100.00 %

Positions

RankCompanySharesValueWeight
1Texas Pacific Land Corp 285,120135.3M $
2Permian Basin Royalty Trust 1,003,14021.6M $
3Hawaiian Electric Industries Inc 1,317,05019.5M $
4Grayscale Bitcoin Trust ETF 360,13919M $
5Landbridge Co LLC 266,38518.4M $
6Mesabi Trust 321,54610.1M $
7WaterBridge Infrastructure LLC 270,9007.3M $
8Fidelity Wise Origin Bitcoin Fund 70,3394.2M $
9Miami International Holdings Inc 81,2503.2M $
10Vanguard Total Stock Market ETF 8,8002.8M $
11Grayscale Bitcoin Mini Trust E 81,2172.4M $
12Cboe Global Markets Inc 6,6801.9M $
13Apple Inc 5,1001.3M $
14Intercontinental Exchange Inc 7,6451.2M $
15Oracle Corp 8,0501.2M $
16Palo Alto Networks Inc 5,484879.2K $
17Amazon.com Inc 3,500728.9K $
18Royal Gold Inc 2,463626.8K $
19Cincinnati Financial Corp 3,600566.5K $
20Cisco Systems, Inc. 6,000465.5K $
21UnitedHealth Group Inc 1,700460K $
22CACI International Inc 805437.8K $
23JPMorgan Chase & Co 1,417416.8K $
24Berkshire Hathaway Inc 825395.3K $
25RLI Corp 6,000342.2K $
26Johnson & Johnson 1,200293.3K $
27VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,000215.1K $