$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BLW | Exit | BLACKROCK LTD DURATION INCOM | $0 | – | -11,527 | -100.0% | -0.24% | – |
KAR | Exit | KAR AUCTION SVCS INC | $0 | – | -59,136 | -100.0% | -1.21% | – |
OCSL | Exit | OAKTREE SPECIALTY LENDING CO | $0 | – | -321,218 | -100.0% | -3.45% | – |
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.