Home › Triad Investment Management

Triad Investment Management 13F holdings

Filed 2026-07-21 · Triad Investment Management · 34 positions · $90.7M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
NVRNVR INC871$5.9M6.5%
GOOGALPHABET INC14.9K$5.3M5.8%
VVISA INC15.2K$5.2M5.7%
—WHITE MTNS INS GROUP LTD2.5K$5.1M5.6%
MAXMEDIAALPHA INC368.7K$4.6M5.1%
ASMLASML HLDG NV2.2K$4.4M4.9%
CDWCDW CORP30.5K$4.3M4.7%
ROPROPER TECHNOLOGIES INC12.4K$4.2M4.6%
BROBROWN & BROWN INC64.6K$4.1M4.6%
ITGARTNER INC30.5K$4.0M4.4%
THOTHOR INDS INC51.9K$3.9M4.3%
FISVFISERV INC71.7K$3.5M3.9%
BRK-BBERKSHIRE HATHAWAY INC DEL6.3K$3.2M3.5%
HEI-AHEICO CORP NEW11.7K$3.0M3.3%
MACMACERICH CO106.9K$2.7M3.0%
MSFTMICROSOFT CORP6.6K$2.5M2.7%
SPGIS&P GLOBAL INC5.9K$2.4M2.6%
ISRGINTUIT8.6K$2.2M2.5%
BINCBLACKROCK ETF TRUST II39.7K$2.1M2.3%
VGSHVANGUARD SCOTTSDALE FDS35.5K$2.1M2.3%
—ARCH CAP GROUP LTD20.9K$2.0M2.2%
HTGCHERCULES CAPITAL INC125.0K$2.0M2.2%
AKREPROFESIONALLY MANAGED PORTFO36.6K$1.9M2.1%
SLRCSLR INVESTMENT CORP152.1K$1.9M2.1%
NXPINXP SEMICONDUCTORS N V6.6K$1.8M2.0%
AXPAMERICAN EXPRESS CO4.3K$1.5M1.6%
OCSLOAKTREE SPECIALTY LENDING88.6K$1.1M1.2%
WSOWATSCO INC2.4K$1.0M1.1%
INFLLISTED FDS TR19.2K$959,7411.1%
JNJJOHNSON & JOHNSON2.4K$613,3380.7%
SIRISIRIUSXM HOLDINGS INC12.6K$372,2480.4%
ARCCARES CAPITAL CORP19.5K$360,8530.4%
CBRECBRE GROUP INC1.9K$249,4460.3%
TSLXSIXTH STREET SPECIALTY LENDI14.1K$241,7540.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}