Triad Investment Management has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $77.9 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Media Alpha, Inc. with a value of $5.07M, Gartner Inc with a value of $4.77M, Cannae Holdings, Inc. with a value of $4.47M, Vanguard with a value of $4.35M, and Schlumberger Limited with a value of $4.11M.

Examining the 13F form we can see an increase of $5.77M in the current position value, from $72.1M to 77.9M.

Below you can find more details about Triad Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $77.9 Million
Technology: $20 Million
Financial Services: $15.8 Million
Consumer Cyclical: $15.8 Million
Communication Services: $7.71 Million
Industrials: $6.07 Million
Energy: $4.49 Million
ETFs: $4.35 Million
Healthcare: $1.85 Million
Other: $1.86 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $77.9 Million
  • Prior Value $72.1 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Triad Investment Management Portfolio

Follow Triad Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Triad Investment Management with notifications on news.