Holdings
Triad Investment Management
As of Sep 30, 2026, Triad Investment Management reported 26 positions worth US$67.7M. Largest: Gartner, Inc., Visa Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Gartner, Inc. | 32,933 | US$6.14M | +2,403 | Sep 30, 2026 |
| Visa Inc. | 15,379 | US$5.53M | +190 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 15,398 | US$5.25M | +687 | Sep 30, 2026 |
| White Mountains Insurance Group, Ltd. | 2,416 | US$4.85M | −55 | Sep 30, 2026 |
| Roper Technologies, Inc. | 12,508 | US$4.37M | +150 | Sep 30, 2026 |
| Cdw Corporation | 30,502 | US$3.91M | −38 | Sep 30, 2026 |
| Brown & Brown, Inc. | 62,042 | US$3.78M | −2,569 | Sep 30, 2026 |
| Thor Industries, Inc. | 51,816 | US$3.58M | −84 | Sep 30, 2026 |
| Microsoft Corp. | 6,761 | US$3.47M | +126 | Sep 30, 2026 |
| Fiserv, Inc. | 73,060 | US$3.3M | +1,354 | Sep 30, 2026 |