- New Purchases: KNX, LH, BPR, MAR, BRK.B, WYND, WY, DIS, FFWM,
- Added Positions: NLY, MRC, SLB, GS, EV, CFX, BEP, RA, OCSL, MHK, WRK, DO, KMX, WBC, THO, BEN, HBI, AXP, JNJ, MAC, DISCK, MSFT, MRK,
- Reduced Positions: CNNE, ALSN,
- Sold Out: DNOW, BID, NOV, JOE, SABR, KW, AWI, MIQ2, BKE,
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- Annaly Capital Management Inc (NLY) - 555,356 shares, 5.72% of the total portfolio. Shares added by 88.89%
- Schlumberger Ltd (SLB) - 115,416 shares, 5.18% of the total portfolio. Shares added by 67.61%
- Brookfield Real Assets Income Fund Inc. (RA) - 204,065 shares, 4.55% of the total portfolio. Shares added by 34.45%
- Colfax Corp (CFX) - 140,251 shares, 4.29% of the total portfolio. Shares added by 45.79%
- Goldman Sachs Group Inc (GS) - 21,057 shares, 4.17% of the total portfolio. Shares added by 86.33%
Triad Investment Management initiated holding in Knight-Swift Transportation Holdings Inc. The purchase prices were between $25.07 and $34.77, with an estimated average price of $31.76. The stock is now traded at around $33.29. The impact to a portfolio due to this purchase was 3.23%. The holding were 95,750 shares as of .
New Purchase: Laboratory Corp of America Holdings (LH)Triad Investment Management initiated holding in Laboratory Corp of America Holdings. The purchase prices were between $123.7 and $156.3, with an estimated average price of $143.14. The stock is now traded at around $158.56. The impact to a portfolio due to this purchase was 2.55%. The holding were 16,169 shares as of .
New Purchase: Brookfield Property REIT Inc (BPR)Triad Investment Management initiated holding in Brookfield Property REIT Inc. The purchase prices were between $16.09 and $20.71, with an estimated average price of $18.91. The stock is now traded at around $20.91. The impact to a portfolio due to this purchase was 1.35%. The holding were 63,839 shares as of .
New Purchase: Marriott International Inc (MAR)Triad Investment Management initiated holding in Marriott International Inc. The purchase prices were between $101.74 and $128.84, with an estimated average price of $117.45. The stock is now traded at around $133.78. The impact to a portfolio due to this purchase was 0.79%. The holding were 6,145 shares as of .
New Purchase: Berkshire Hathaway Inc (BRK.B)Triad Investment Management initiated holding in Berkshire Hathaway Inc. The purchase prices were between $191.66 and $209.19, with an estimated average price of $201.99. The stock is now traded at around $203.93. The impact to a portfolio due to this purchase was 0.33%. The holding were 1,575 shares as of .
New Purchase: Wyndham Destinations Inc (WYND)Triad Investment Management initiated holding in Wyndham Destinations Inc. The purchase prices were between $34.83 and $47.06, with an estimated average price of $42.05. The stock is now traded at around $42.06. The impact to a portfolio due to this purchase was 0.33%. The holding were 7,876 shares as of .
Added: Annaly Capital Management Inc (NLY)Triad Investment Management added to a holding in Annaly Capital Management Inc by 88.89%. The purchase prices were between $9.77 and $10.47, with an estimated average price of $10.2. The stock is now traded at around $10.10. The impact to a portfolio due to this purchase was 2.69%. The holding were 555,356 shares as of .
Added: MRC Global Inc (MRC)Triad Investment Management added to a holding in MRC Global Inc by 152.23%. The purchase prices were between $12.23 and $18.84, with an estimated average price of $16.26. The stock is now traded at around $18.08. The impact to a portfolio due to this purchase was 2.2%. The holding were 202,562 shares as of .
Added: Schlumberger Ltd (SLB)Triad Investment Management added to a holding in Schlumberger Ltd by 67.61%. The purchase prices were between $36.08 and $45.9, with an estimated average price of $43.16. The stock is now traded at around $45.39. The impact to a portfolio due to this purchase was 2.09%. The holding were 115,416 shares as of .
Added: Goldman Sachs Group Inc (GS)Triad Investment Management added to a holding in Goldman Sachs Group Inc by 86.33%. The purchase prices were between $167.05 and $202.54, with an estimated average price of $192.75. The stock is now traded at around $200.01. The impact to a portfolio due to this purchase was 1.93%. The holding were 21,057 shares as of .
Added: Eaton Vance Corp (EV)Triad Investment Management added to a holding in Eaton Vance Corp by 91.33%. The purchase prices were between $34.05 and $42.24, with an estimated average price of $39.63. The stock is now traded at around $41.34. The impact to a portfolio due to this purchase was 1.73%. The holding were 87,233 shares as of .
Added: Colfax Corp (CFX)Triad Investment Management added to a holding in Colfax Corp by 45.79%. The purchase prices were between $20.19 and $29.68, with an estimated average price of $25.39. The stock is now traded at around $30.17. The impact to a portfolio due to this purchase was 1.35%. The holding were 140,251 shares as of .
Sold Out: NOW Inc (DNOW)Triad Investment Management sold out a holding in NOW Inc. The sale prices were between $11.64 and $15.86, with an estimated average price of $13.88.
Sold Out: Sothebys (BID)Triad Investment Management sold out a holding in Sothebys. The sale prices were between $37.54 and $43.87, with an estimated average price of $40.13.
Sold Out: National Oilwell Varco Inc (NOV)Triad Investment Management sold out a holding in National Oilwell Varco Inc. The sale prices were between $25.7 and $30.58, with an estimated average price of $28.39.
Sold Out: The St. Joe Co (JOE)Triad Investment Management sold out a holding in The St. Joe Co. The sale prices were between $13 and $16.72, with an estimated average price of $15.36.
Sold Out: Sabre Corp (SABR)Triad Investment Management sold out a holding in Sabre Corp. The sale prices were between $20.85 and $23.81, with an estimated average price of $22.21.
Sold Out: Kennedy-Wilson Holdings Inc (KW)Triad Investment Management sold out a holding in Kennedy-Wilson Holdings Inc. The sale prices were between $17.98 and $21.55, with an estimated average price of $20.25.
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