- New Purchases: NLY, CBRE, KFY, LIND, BCSF, AIMC, GE, SMHI, ETM,
- Added Positions: ATCO, KAR, SLRC, BEN, GBDC, HTGC, DISCK, BPYU, LTRPA, SLB, VAC, ALSN, MRC, CBL,
- Reduced Positions: CNNE, THO, SSNC, RA, EFT, OCSL, PTEN, AXP, WYND, DISCA, HBI, EV, BLW, BPY, JNJ, DSL, CDEV,
- Sold Out: GS, DOFSQ, OII, RIG,
For the details of Triad Investment Management's stock buys and sells, go to https://www.gurufocus.com/guru/triad+investment+management/current-portfolio/portfolio
These are the top 5 holdings of Triad Investment Management- Brookfield Property REIT Inc (BPYU) - 402,539 shares, 5.65% of the total portfolio. Shares added by 2.00%
- KAR Auction Services Inc (KAR) - 261,437 shares, 5.07% of the total portfolio. Shares added by 44.65%
- Oaktree Specialty Lending Corp (OCSL) - 758,287 shares, 4.78% of the total portfolio. Shares reduced by 4.25%
- Brookfield Real Assets Income Fund Inc. (RA) - 193,531 shares, 4.54% of the total portfolio. Shares reduced by 4.47%
- Franklin Resources Inc (BEN) - 142,695 shares, 4.22% of the total portfolio. Shares added by 27.29%
Triad Investment Management initiated holding in Annaly Capital Management Inc. The purchase prices were between $4.02 and $7.31, with an estimated average price of $6.16. The stock is now traded at around $7.41. The impact to a portfolio due to this purchase was 2.99%. The holding were 323,134 shares as of .
New Purchase: CBRE Group Inc (CBRE)Triad Investment Management initiated holding in CBRE Group Inc. The purchase prices were between $34.84 and $55.49, with an estimated average price of $43.04. The stock is now traded at around $44.31. The impact to a portfolio due to this purchase was 2.08%. The holding were 32,588 shares as of .
New Purchase: Korn Ferry (KFY)Triad Investment Management initiated holding in Korn Ferry. The purchase prices were between $23.33 and $34.64, with an estimated average price of $28.55. The stock is now traded at around $31.12. The impact to a portfolio due to this purchase was 1.88%. The holding were 43,451 shares as of .
New Purchase: Lindblad Expeditions Holdings Inc (LIND)Triad Investment Management initiated holding in Lindblad Expeditions Holdings Inc. The purchase prices were between $3.57 and $11.36, with an estimated average price of $6.84. The stock is now traded at around $7.56. The impact to a portfolio due to this purchase was 0.42%. The holding were 38,450 shares as of .
New Purchase: Bain Capital Specialty Finance Inc (BCSF)Triad Investment Management initiated holding in Bain Capital Specialty Finance Inc. The purchase prices were between $7.26 and $13.01, with an estimated average price of $10.4. The stock is now traded at around $10.45. The impact to a portfolio due to this purchase was 0.42%. The holding were 26,778 shares as of .
New Purchase: Altra Industrial Motion Corp (AIMC)Triad Investment Management initiated holding in Altra Industrial Motion Corp. The purchase prices were between $15.62 and $37.17, with an estimated average price of $26.27. The stock is now traded at around $38.57. The impact to a portfolio due to this purchase was 0.33%. The holding were 7,237 shares as of .
Added: Atlas Corp (ATCO)Triad Investment Management added to a holding in Atlas Corp by 2079.00%. The purchase prices were between $6.27 and $8.99, with an estimated average price of $7.28. The stock is now traded at around $8.22. The impact to a portfolio due to this purchase was 3.36%. The holding were 328,419 shares as of .
Added: KAR Auction Services Inc (KAR)Triad Investment Management added to a holding in KAR Auction Services Inc by 44.65%. The purchase prices were between $9.5 and $17.25, with an estimated average price of $13.68. The stock is now traded at around $17.84. The impact to a portfolio due to this purchase was 1.56%. The holding were 261,437 shares as of .
Added: Solar Capital Ltd (SLRC)Triad Investment Management added to a holding in Solar Capital Ltd by 118.36%. The purchase prices were between $11.03 and $17.73, with an estimated average price of $15.15. The stock is now traded at around $16.60. The impact to a portfolio due to this purchase was 1.22%. The holding were 100,068 shares as of .
Added: Franklin Resources Inc (BEN)Triad Investment Management added to a holding in Franklin Resources Inc by 27.29%. The purchase prices were between $15.31 and $24.23, with an estimated average price of $18.79. The stock is now traded at around $21.67. The impact to a portfolio due to this purchase was 0.9%. The holding were 142,695 shares as of .
Added: Golub Capital BDC Inc (GBDC)Triad Investment Management added to a holding in Golub Capital BDC Inc by 20.41%. The purchase prices were between $9.08 and $12.65, with an estimated average price of $11.25. The stock is now traded at around $12.67. The impact to a portfolio due to this purchase was 0.41%. The holding were 146,524 shares as of .
Added: Liberty TripAdvisor Holdings Inc (LTRPA)Triad Investment Management added to a holding in Liberty TripAdvisor Holdings Inc by 325.00%. The purchase prices were between $1.43 and $3.76, with an estimated average price of $2.27. The stock is now traded at around $2.74. The impact to a portfolio due to this purchase was 0.1%. The holding were 42,500 shares as of .
Sold Out: Goldman Sachs Group Inc (GS)Triad Investment Management sold out a holding in Goldman Sachs Group Inc. The sale prices were between $145.29 and $220.81, with an estimated average price of $187.05.
Sold Out: Diamond Offshore Drilling Inc (DOFSQ)Triad Investment Management sold out a holding in Diamond Offshore Drilling Inc. The sale prices were between $0.19 and $1.83, with an estimated average price of $0.62.
Sold Out: Oceaneering International Inc (OII)Triad Investment Management sold out a holding in Oceaneering International Inc. The sale prices were between $2.74 and $8.84, with an estimated average price of $5.22.
Sold Out: Transocean Ltd (RIG)Triad Investment Management sold out a holding in Transocean Ltd. The sale prices were between $0.84 and $3.75, with an estimated average price of $1.54.
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