Triad Investment Management
Triad Investment Management reported 34 positions worth $90.7M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: NVR (6.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVR | SH | $5.9M | 6.54% | 871 | — | — | |
| ▸ 2 | GOOG | SH | $5.3M | 5.80% | 14,879 | — | — | |
| ▸ 3 | V | SH | $5.2M | 5.75% | 15,189 | — | — | |
| ▸ 4 | WTM | SH | $5.1M | 5.65% | 2,471 | — | — | |
| ▸ 5 | MAX | SH | $4.6M | 5.11% | 368,731 | — | — | |
| ▸ 6 | ASML | SH | $4.4M | 4.87% | 2,219 | — | — | |
| ▸ 7 | CDW | SH | $4.3M | 4.74% | 30,540 | — | — | |
| ▸ 8 | ROP | SH | $4.2M | 4.61% | 12,358 | — | — | |
| ▸ 9 | BRO | SH | $4.1M | 4.57% | 64,611 | — | — | |
| ▸ 10 | IT | SH | $4.0M | 4.36% | 30,530 | — | — |
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Frequently Asked Questions
What stocks does Triad Investment Management hold as of Q2 2026?
Triad Investment Management reported 34 positions worth $90.7M in its Q2 2026 13F filing. Largest positions: NVR (6.5%), GOOG (5.8%), V (5.7%), WTM (5.6%) and MAX (5.1%).
What did Triad Investment Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Triad Investment Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.