TI

Triad Investment Management

13F
Triad Investment Management
Last update 2024-04-12 42 Stocks (2 new)
Value $82.00 Mil Turnover 4 %
Countries:
Top Holdings: MAX(6.15%)IT(5.79%)CNNE(5.42%)VGSH(5.27%)SLB(4.99%)
Portfolio Report
Summary Stock Picks Current Portfolio
Triad Investment Management Top Holdings of 2024-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MAX 		MediaAlpha Inc
248,895
5069.990
+0.15%
6.150
+0.01%
0.490
-28.18%
+4.22%
640.148
Interactive Media
IT 		Gartner Inc
10,015
4773.850
-14.50%
5.790
-1.01%
0.010
+12.24%
+13.83%
39606.910
Software
CNNE 		Cannae Holdings Inc
200,870
4467.350
+12.29%
5.420
+0.59%
0.280
+4.16%
+5.26%
1271.631
Restaurants
VGSH 		Vanguard Short-Term Government Bond ETF
74,838
4345.840
-0.07%
5.270
0%
-
-0.72%
-0.14%
19917.096
 
SLB 		Schlumberger Ltd
75,037
4112.780
-14.03%
4.990
-0.84%
0.010
-6.75%
-20.62%
57262.857
Oil & Gas
FI 		Fiserv Inc
25,093
4010.360
-10.42%
4.870
-0.51%
0.000
+31.18%
+52.83%
115501.882
Software
THO 		Thor Industries Inc
32,123
3769.330
+5.08%
4.570
+0.22%
0.060
+11.76%
-6.99%
5739.354
Vehicles & Parts
OCSL 		Oaktree Specialty Lending Corp
185,300
3643.000
+38.35%
4.420
+1.23%
0.230
+2.98%
-16.07%
1287.139
Asset Management
KMX 		CarMax Inc
39,637
3452.780
+10.74%
4.190
+0.41%
0.030
-1.11%
-3.74%
11444.261
Vehicles & Parts
SSNC 		SS&C Technologies Holdings Inc
53,204
3424.760
+2.29%
4.160
+0.09%
0.020
+4.16%
+18.96%
17808.561
Software

Triad Investment Management's Historical Top Holdings Breakdowns

Triad Investment Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NLY 		Annaly Capital Management Inc2024-03-31Sold Out
-1.28%
●
18.36 ($19.28) 20.12
$19.27
-0.05%
Sold Out
0
-50,210
OCSL 		Oaktree Specialty Lending Corp2024-03-31Add
+1.23%
●
19.03 ($20.2) 21.54
$15.65
-22.52%
Add 38.35%
185,300
51,369
IT 		Gartner Inc2024-03-31Reduce
-1.01%
●
425.37 ($460.24) 483.11
$513.48
11.57%
Reduce -14.5%
10,015
-1,699
SLB 		Schlumberger Ltd2024-03-31Reduce
-0.84%
●
47.08 ($50.41) 54.9
$40.55
-19.56%
Reduce -14.03%
75,037
-12,242
CBRE 		CBRE Group Inc2024-03-31Reduce
-0.61%
●
83.34 ($89.8) 98.12
$134.72
50.02%
Reduce -23.64%
16,263
-5,034
CNNE 		Cannae Holdings Inc2024-03-31Add
+0.59%
●
19.49 ($21.13) 22.52
$20.27
-4.07%
Add 12.29%
200,870
21,981
ROP 		Roper Technologies Inc2024-03-31Reduce
-0.58%
●
523.07 ($545.6) 561.57
$542.70
-0.53%
Reduce -17.11%
3,943
-814
FI 		Fiserv Inc2024-03-31Reduce
-0.51%
●
131.75 ($145.64) 159.82
$203.02
39.40%
Reduce -10.42%
25,093
-2,919
WBD 		Warner Bros. Discovery Inc2024-03-31Add
+0.46%
●
8.11 ($9.64) 11.66
$8.21
-14.83%
Add 22.63%
232,876
42,968
KMX 		CarMax Inc2024-03-31Add
+0.41%
●
67.45 ($75.64) 87.11
$73.87
-2.34%
Add 10.74%
39,637
3,844

Triad Investment Management Total Holding History ($B)

To

Triad Investment Management's Asset Allocation

To

Triad Investment Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Triad Investment Management's Hypothetical Growth since 2024-03-31

Triad Investment Management's Yearly Returns

Year Portfolio % % Excess Gain %

Triad Investment Management's Holdings Heat Map

Size field:

Triad Investment Management's Holdings Bubble Chart

Triad Investment Management News

  • 1

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