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MAD RIVER INVESTORS
hedge fundUpdated 9 days agoManaged by Mad River Investors • Latest filing Q3 2026
Portfolio value
$245.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
99.8%
Weight of largest holdings
Annualized return
16.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $219.6M |
| Q1 2026 | $277.9M |
| Q2 2026 | $268.1M |
| Q3 2026 | $245.7M |
Top holdings
31 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $92.8M | 284.8K | 37.77% | Trimmed(-0.2%) | |
| 2 | $33.3M | 1.06M | 13.54% | Added(+5.1%) | |
| 3 | $23M | 355.4K | 9.34% | Trimmed(-1.3%) | |
| 4 | $21.6M | 266.7K | 8.81% | Trimmed(-0.5%) | |
| 5 | $11.8M | 1.32M | 4.80% | Trimmed(-0.2%) | |
| 6 | $10M | 297.2K | 4.05% | Added(+2.8%) | |
| 7 | $7.6M | 268.8K | 3.08% | Added(+0.3%) | |
| 8 | $6.4M | 327.3K | 2.61% | Added(+1.1%) | |
| 9 | $6M | 45.0K | 2.45% | Trimmed(-19.9%) | |
| 10 | $5.7M | 78.4K | 2.32% | Added(+11.4%) | |
| 11 | $5M | 21.1K | 2.04% | Trimmed(-6.4%) | |
| 12 | $3M | 81.5K | 1.23% | Unchanged | |
| 13 | $2.2M | 597.5K | 0.89% | — | |
| 14 | $2.2M | 5.5K | 0.89% | Unchanged | |
| 15 | $2M | 483.2K | 0.83% | Added(+2828.5%) | |
| 16 | $1.9M | 5.8K | 0.79% | Added(+15.8%) | |
| 17 | $1.8M | 6.7K | 0.75% | Trimmed(-0.4%) | |
| 18 | $1.7M | 4.6K | 0.70% | Trimmed(-32.4%) | |
| 19 | $1.2M | 8.0K | 0.50% | Added(+2.0%) | |
| 20 | $1.1M | 8.1K | 0.45% | Unchanged |