Triad Investment Management
Triad Investment Management reported 32 holdings worth US$75.4M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Triad Investment Management reported 32 holdings worth US$75.4M as of Sep 30, 2026. Largest: Gartner, Inc., Visa Inc. and Alphabet Inc (google) Class C. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 32
- Value as reported
- US$75.4M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Gartner, Inc. | 32,933 | US$6.14M | 8.1% |
| Visa Inc. | 15,379 | US$5.53M | 7.3% |
| Alphabet Inc (google) Class C | 15,398 | US$5.25M | 7.0% |
| White Mountains Insurance Group, Ltd. | 2,416 | US$4.85M | 6.4% |
| Roper Technologies, Inc. | 12,508 | US$4.37M | 5.8% |
| Cdw Corporation | 30,502 | US$3.91M | 5.2% |
| Brown & Brown, Inc. | 62,042 | US$3.78M | 5.0% |
| Thor Industries, Inc. | 51,816 | US$3.58M | 4.7% |
| Microsoft Corp. | 6,761 | US$3.47M | 4.6% |
| Fiserv, Inc. | 73,060 | US$3.3M | 4.4% |
| Berkshire Hathaway Inc. | 6,490 | US$3.23M | 4.3% |
| Mediaalpha, Inc. | 324K | US$3.1M | 4.1% |
| Heico Corporation | 11,658 | US$2.66M | 3.5% |
| Intuit Inc. | 9,392 | US$2.59M | 3.4% |
| S&p Global Inc. | 6,045 | US$2.38M | 3.2% |
| Hercules Capital, Inc. | 132K | US$2.21M | 2.9% |
| Arch Capital Group Ltd. | 21,083 | US$1.95M | 2.6% |
| American Express Company | 4,296 | US$1.31M | 1.7% |
| Asml Holding Nv | 695 | US$1.26M | 1.7% |
| Watsco, Inc. | 2,477 | US$750K | 0.99% |
| Johnson & Johnson | 2,415 | US$639K | 0.85% |
| Ares Capital Corporation | 19,474 | US$372K | 0.49% |
| Siriusxm Holdings Inc. | 12,602 | US$326K | 0.43% |
| Sixth Street Specialty Lending, Inc. | 14,080 | US$254K | 0.34% |
| Cbre Group Inc | 1,852 | US$238K | 0.32% |
| Amgen Inc. | 501 | US$211K | 0.28% |
| Macerich Company (the) | 0 | US$0 | 0.00% |
| Nvr, Inc. | 0 | US$0 | 0.00% |
| Oaktree Specialty Lending Corporation | 0 | US$0 | 0.00% |
| Slr Investment Corp. | 0 | US$0 | 0.00% |
Source
View original at SEC
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