TI
| |
Triad Investment Management13F | |
| Triad Investment Management | |
| Last update 2024-04-12 | 42 Stocks (2 new) |
| Value $82.00 Mil | Turnover 4 % |
Triad Investment Management Top Holdings of 2024-03-31
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| 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 | 5,070.0 | +0.15% | 6.150 | +0.01% | 0.490 | +39.47% | -7.35% | 584.7 | Interactive Media | |
IT | Gartner Inc | 10,015 | 4,773.9 | -14.50% | 5.790 | -1.01% | 0.010 | -10.03% | -27.12% | 27,177.0 | Software | |
CNNE | Cannae Holdings Inc | 200,870 | 4,467.4 | +12.29% | 5.420 | +0.59% | 0.280 | +27.88% | +9.17% | 1,343.7 | Restaurants | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 74,838 | 4,345.8 | -0.07% | 5.270 | 0% | - | +0.75% | +2.77% | 22,512.5 | ||
SLB | Schlumberger Ltd | 75,037 | 4,112.8 | -14.03% | 4.990 | -0.84% | 0.010 | -2.30% | -11.17% | 50,030.5 | Oil & Gas | |
FI | Fiserv Inc | 25,093 | 4,010.4 | -10.42% | 4.870 | -0.51% | 0.000 | -20.24% | -19.45% | 91,736.6 | Software | |
THO | Thor Industries Inc | 32,123 | 3,769.3 | +5.08% | 4.570 | +0.22% | 0.060 | +32.97% | -3.50% | 4,795.8 | Vehicles & Parts | |
OCSL | Oaktree Specialty Lending Corp | 185,300 | 3,643.0 | +38.35% | 4.420 | +1.23% | 0.230 | +3.09% | -2.09% | 1,241.1 | Asset Management | |
KMX | CarMax Inc | 39,637 | 3,452.8 | +10.74% | 4.190 | +0.41% | 0.030 | -1.38% | -24.82% | 9,224.9 | Vehicles & Parts | |
SSNC | SS&C Technologies Holdings Inc | 53,204 | 3,424.8 | +2.29% | 4.160 | +0.09% | 0.020 | +13.49% | +10.46% | 20,524.8 | Software |
Triad Investment Management's Historical Top Holdings Breakdowns
Triad Investment Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NLY | Annaly Capital Management Inc | 2024-03-31 | Sold Out Sold Out | -1.28% | 18.36 ($19.28) 20.12 | $19.96 | 3.53% | Sold Out | 0 | -50,210 | |
OCSL | Oaktree Specialty Lending Corp | 2024-03-31 | Add Add | +1.23% | 19.03 ($20.2) 21.54 | $14.09 | -30.25% | Add 38.35% | 185,300 | 51,369 | |
IT | Gartner Inc | 2024-03-31 | Reduce Reduce | -1.01% | 425.37 ($460.24) 483.11 | $353.10 | -23.28% | Reduce -14.5% | 10,015 | -1,699 | |
SLB | Schlumberger Ltd | 2024-03-31 | Reduce Reduce | -0.84% | 47.08 ($50.41) 54.9 | $33.54 | -33.47% | Reduce -14.03% | 75,037 | -12,242 | |
CBRE | CBRE Group Inc | 2024-03-31 | Reduce Reduce | -0.61% | 83.34 ($89.8) 98.12 | $141.44 | 57.51% | Reduce -23.64% | 16,263 | -5,034 | |
CNNE | Cannae Holdings Inc | 2024-03-31 | Add Add | +0.59% | 19.49 ($21.13) 22.52 | $21.39 | 1.23% | Add 12.29% | 200,870 | 21,981 | |
ROP | Roper Technologies Inc | 2024-03-31 | Reduce Reduce | -0.58% | 523.07 ($545.6) 561.57 | $551.91 | 1.16% | Reduce -17.11% | 3,943 | -814 | |
FI | Fiserv Inc | 2024-03-31 | Reduce Reduce | -0.51% | 131.75 ($145.64) 159.82 | $165.46 | 13.61% | Reduce -10.42% | 25,093 | -2,919 | |
WBD | Warner Bros. Discovery Inc | 2024-03-31 | Add Add | +0.46% | 8.11 ($9.64) 11.66 | $12.80 | 32.78% | Add 22.63% | 232,876 | 42,968 | |
KMX | CarMax Inc | 2024-03-31 | Add Add | +0.41% | 67.45 ($75.64) 87.11 | $61.47 | -18.73% | Add 10.74% | 39,637 | 3,844 |
Triad Investment Management Total Holding History ($B)
Triad Investment Management's Asset Allocation
Triad Investment Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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
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Triad Investment Management's Holdings Bubble Chart
Triad Investment Management News
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