$68.8 Million is the total value of Triad Investment Management's 59 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | OAKTREE SPECIALTY LENDING CO | $2,162,135 | – | 115,191 | +100.0% | 3.14% | – | |
INTU | New | INTUIT | $292,464 | – | 656 | +100.0% | 0.42% | – |
WSO | New | WATSCO INC | $227,166 | – | 714 | +100.0% | 0.33% | – |
GOOG | New | ALPHABET INCcap stk cl c | $210,080 | – | 2,020 | +100.0% | 0.30% | – |
CLAR | New | CLARUS CORP NEW | $169,070 | – | 17,891 | +100.0% | 0.25% | – |
MAX | New | MEDIAALPHA INCcl a | $151,298 | – | 10,100 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-11
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.