$73.9 Million is the total value of Triad Investment Management's 52 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NLY | New | ANNALY CAPITAL MANAGEMENT IN | $2,120,000 | – | 323,134 | +100.0% | 2.87% | – |
| CBRE | New | CBRE GROUP INCcl a | $1,474,000 | – | 32,588 | +100.0% | 2.00% | – |
| KFY | New | KORN FERRY | $1,335,000 | – | 43,451 | +100.0% | 1.81% | – |
| LIND | New | LINDBLAD EXPEDITIONS HLDGS I | $297,000 | – | 38,450 | +100.0% | 0.40% | – |
| AIMC | New | ALTRA INDL MOTION CORP | $231,000 | – | 7,237 | +100.0% | 0.31% | – |
| GE | New | GENERAL ELECTRIC CO | $77,000 | – | 11,203 | +100.0% | 0.10% | – |
| SMHI | New | SEACOR MARINE HLDGS INC | $62,000 | – | 24,169 | +100.0% | 0.08% | – |
| ETM | New | ENTERCOM COMMUNICATIONS CORPcl a | $41,000 | – | 29,830 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-17
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.