$57.6 Million is the total value of Triad Investment Management's 48 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FOSL | Exit | FOSSIL GROUP INC | $0 | – | -144,225 | -100.0% | -1.10% | – |
| BEP | Exit | BROOKFIELD RENEWABLE PARTNERpartnership unit | $0 | – | -27,728 | -100.0% | -1.25% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -9,205 | -100.0% | -1.51% | – |
| MD | Exit | MEDNAX INC | $0 | – | -61,853 | -100.0% | -1.67% | – |
| NLY | Exit | ANNALY CAP MGMT INC | $0 | – | -223,107 | -100.0% | -2.04% | – |
| KMX | Exit | CARMAX INC | $0 | – | -24,043 | -100.0% | -2.04% | – |
| AMCX | Exit | AMC NETWORKS INCcl a | $0 | – | -60,255 | -100.0% | -2.31% | – |
| KNX | Exit | KNIGHT SWIFT TRANSN HLDGS INcl a | $0 | – | -81,495 | -100.0% | -2.83% | – |
| CFX | Exit | COLFAX CORP | $0 | – | -86,338 | -100.0% | -3.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHLUMBERGER LTD | 17 | Q3 2023 | 7.5% |
| CANNAE HLDGS INC | 17 | Q3 2023 | 6.0% |
| THOR INDS INC | 17 | Q3 2023 | 4.4% |
| MOHAWK INDS INC | 17 | Q3 2023 | 3.8% |
| AMERICAN EXPRESS CO | 17 | Q3 2023 | 2.0% |
| WELLS FARGO CO NEW | 17 | Q3 2023 | 1.5% |
| JOHNSON & JOHNSON | 17 | Q3 2023 | 1.4% |
| MICROSOFT CORP | 17 | Q3 2023 | 0.7% |
| COMCAST CORP NEW | 17 | Q3 2023 | 0.5% |
| MERCK & CO. INC | 17 | Q3 2023 | 0.5% |
View Triad Investment Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| SC 13G | 2024-02-16 |
| SC 13D/A | 2024-02-12 |
| SC 13D | 2024-01-11 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-18 |
View Triad Investment Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.