Triad Investment Management
Triad Investment Management reported 34 holdings worth US$90.7M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Triad Investment Management reported 34 holdings worth US$90.7M as of Jun 30, 2026. Largest: Nvr, Inc., Alphabet Inc (google) Class C and Visa Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 34
- Value as reported
- US$90.7M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvr, Inc. | 871 | US$5.93M | 6.5% |
| Alphabet Inc (google) Class C | 14,711 | US$5.26M | 5.8% |
| Visa Inc. | 15,189 | US$5.21M | 5.7% |
| White Mountains Insurance Group, Ltd. | 2,471 | US$5.12M | 5.6% |
| Mediaalpha, Inc. | 369K | US$4.63M | 5.1% |
| Asml Holding Nv | 2,219 | US$4.41M | 4.9% |
| Cdw Corporation | 30,540 | US$4.3M | 4.7% |
| Roper Technologies, Inc. | 12,358 | US$4.18M | 4.6% |
| Brown & Brown, Inc. | 64,611 | US$4.14M | 4.6% |
| Gartner, Inc. | 30,530 | US$3.96M | 4.4% |
| Thor Industries, Inc. | 51,900 | US$3.9M | 4.3% |
| Fiserv, Inc. | 71,706 | US$3.52M | 3.9% |
| Berkshire Hathaway Inc. | 6,332 | US$3.17M | 3.5% |
| Heico Corporation | 11,702 | US$3.02M | 3.3% |
| Macerich Company (the) | 107K | US$2.69M | 3.0% |
| Microsoft Corp. | 6,635 | US$2.47M | 2.7% |
| S&p Global Inc. | 5,857 | US$2.39M | 2.6% |
| Intuit Inc. | 8,559 | US$2.23M | 2.5% |
| Arch Capital Group Ltd. | 20,915 | US$2.03M | 2.2% |
| Hercules Capital, Inc. | 125K | US$1.97M | 2.2% |
| Slr Investment Corp. | 152K | US$1.88M | 2.1% |
| American Express Company | 4,296 | US$1.45M | 1.6% |
| Oaktree Specialty Lending Corporation | 88,563 | US$1.06M | 1.2% |
| Watsco, Inc. | 2,445 | US$1.02M | 1.1% |
| Johnson & Johnson | 2,415 | US$613K | 0.68% |
| Siriusxm Holdings Inc. | 12,602 | US$372K | 0.41% |
| Ares Capital Corporation | 19,474 | US$361K | 0.40% |
| Cbre Group Inc | 1,852 | US$249K | 0.28% |
| Sixth Street Specialty Lending, Inc. | 14,080 | US$242K | 0.27% |
| Danaher Corporation | 0 | US$0 | 0.00% |
| Merck & Company, Inc. | 0 | US$0 | 0.00% |
| Warner Bros. Discovery, Inc. - Series A | 0 | US$0 | 0.00% |
Source
View original at SEC
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