Triad Investment Management
CIK: 0001615717SEC EDGAR →
Portfolio Value
$98.7M
Holdings
36
As of
Q4 2025
New Positions
36
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WARNER BROS DISCOVERY INC | 325,574 | $9.4M | 9.50% |
| 2 | ALPHABET INC | 20,648 | $6.5M | 6.56% |
| 3 | ROPER TECHNOLOGIES INC | 12,144 | $5.4M | 5.47% |
| 4 | WHITE MTNS INS GROUP LTD | 2,548 | $5.3M | 5.36% |
| 5 | VANGUARD SCOTTSDALE FDS | 87,845 | $5.2M | 5.23% |
| 6 | DANAHER CORPORATION | 21,540 | $4.9M | 4.99% |
| 7 | VISA INC | 12,705 | $4.5M | 4.51% |
| 8 | BROWN & BROWN INC | 54,122 | $4.3M | 4.37% |
| 9 | THOR INDS INC | 41,652 | $4.3M | 4.33% |
| 10 | MACERICH CO | 206,916 | $3.8M | 3.87% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 12 | $31.7M | 32.1% |
| Communication Services | 5 | $19.9M | 20.2% |
| Technology | 7 | $15.4M | 15.6% |
| Industrials | 3 | $9.4M | 9.5% |
| Healthcare | 3 | $6.2M | 6.3% |
| Consumer Cyclical | 2 | $6.1M | 6.2% |
| Real Estate | 2 | $5.5M | 5.5% |
| Unknown | 2 | $4.5M | 4.6% |