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Triad Investment Management Top Holdings
As of  09/30/2022, below is a summary of the Triad Investment Management top holdings by largest position size, as per the latest 13f filing made by Triad Investment Management. In the Triad Investment Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Triad Investment Management in that top holding, then the share count change between reporting periods, and finally the Triad Investment Management top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
CANNAE HLDGS INC 159,396 -13,123 $3,293
     CNNE159,396-13,123$3,293
SCHLUMBERGER LTD 90,265 -6,328 $3,241
     SLB90,265-6,328$3,241
GARTNER INC 11,067 -372 $3,062
     IT11,067-372$3,062
FISERV INC 27,830 -585 $2,604
     FISV27,830-585$2,604
MARRIOTT VACATIONS WORLDWIDE 18,990 -392,249 $2,314
     VAC18,990-2,249$2,314
WHITE MTNS INS GROUP LTD 1,768 +176 $2,304
     WTM1,768+176$2,304
SS&C TECHNOLOGIES HLDGS INC 45,721 +3,865 $2,183
     SSNC45,721+3,865$2,183
CARMAX INC 31,948 +8,256 $2,109
     KMX31,948+8,256$2,109
OAKTREE SPECIALTY LENDING CO 340,982 +34,529 $2,046
     OCSL340,982+34,529$2,046
CDW CORP 12,509 +41 $1,952
     CDW12,509+41$1,952
THOR INDS INC 26,566 +1,368 $1,859
     THO26,566+1,368$1,859
KORN FERRY 38,737 +3,085 $1,819
     KFY38,737+3,085$1,819
BROWN & BROWN INC 29,898 +3,551 $1,808
     BRO29,898+3,551$1,808
ROPER TECHNOLOGIES INC 5,022 +12 $1,806
     ROP5,022+12$1,806
WARNER BROS DISCOVERY INC 148,544 +148,544 $1,708
     WBD148,544+148,544$1,708
VISA INC 8,872 +1,557 $1,576
     V8,872+1,557$1,576
CBRE GROUP INC 21,521 -879 $1,453
     CBRE21,521-879$1,453
LIBERTY MEDIA CORP DEL      $1,353
     NOTE 11,130,000UNCH$1,353
TRAVEL PLUS LEISURE CO 36,065 -1,929 $1,231
     TNL36,065-1,929$1,231
LIBERTY TRIPADVISOR HLDGS IN 1,091,803 +68,043 $1,190
     LTRPA1,091,803+68,043$1,190
AMERICAN EXPRESS CO 8,138 UNCH $1,098
     AXP8,138UNCH$1,098
HERCULES CAPITAL INC 92,233 +27,852 $1,068
     HTGC92,233+27,852$1,068
ENTEGRIS INC 12,059 +12,059 $1,001
     ENTG12,059+12,059$1,001
SLR INVESTMENT CORP 79,483 +9,302 $979
     SLRC79,483+9,302$979
MAXIMUS INC 16,537 -9,479 $957
     MMS16,537-9,479$957
BROOKFIELD REAL ASSETS INCOM 52,578 -17,079 $905
     RA52,578-17,079$905
MOHAWK INDS INC 9,438 +2,416 $861
     MHK9,438+2,416$861
JOHNSON & JOHNSON 5,064 UNCH $827
     JNJ5,064UNCH$827
KAR AUCTION SVCS INC 73,094 -53,748 $816
     KAR73,094-53,748$816
SIMPLIFY EXCHANGE TRADED FUN (PFIX) 11,434 +11,434 $780
     PFIX11,434+11,434$780
WELLS FARGO CO NEW 19,036 UNCH $766
     WFC19,036UNCH$766
ANNALY CAPITAL MANAGEMENT IN 44,364 -154,156 $761
     NLY44,364-154,156$761
BERKSHIRE HATHAWAY INC DEL      $696
     BRK.B2,605UNCH$696
MACERICH CO 60,366 +9,611 $479
     MAC60,366+9,611$479
MRC GLOBAL INC 53,739 UNCH $386
     MRC53,739UNCH$386
TJX COS INC NEW 5,690 +1 $353
     TJX5,690+1$353
MICROSOFT CORP 1,500 UNCH $349
     MSFT1,500UNCH$349
ALTRA INDL MOTION CORP 8,856 +8,856 $298
     AIMC8,856+8,856$298
SCHWAB CHARLES CORP 4,005 UNCH $288
     SCHW4,005UNCH$288
NOV INC 17,092 +500 $277
     NOV17,092+500$277
LINDBLAD EXPEDITIONS HLDGS I 40,187 +8,571 $272
     LIND40,187+8,571$272
S&P GLOBAL INC 839 UNCH $256
     SPGI839UNCH$256
MERCK & CO INC 2,675 UNCH $230
     MRK2,675UNCH$230
WESTERN AST INFL LKD OPP & I 24,799 +679 $225
     WIW24,799+679$225
GUGGENHEIM TAXABLE MUNICP BO (GBAB) 14,140 -10,208 $218
     GBAB14,140-10,208$218
SPECIAL OPPORTUNITIES FD INC 19,414 +19,414 $215
     SPE19,414+19,414$215
COMCAST CORP NEW 6,966 UNCH $204
     CMCSA6,966UNCH$204
BLACKROCK TAX MUNICPAL BD TR 12,343 -10,198 $203
     BBN12,343-10,198$203
WESTERN ASSET HIGH INCOME OP 54,906 -21,397 $202
     HIO54,906-21,397$202
WESTERN ASSET HIGH YIELD DEF 16,047 -10,918 $180
     HYI16,047-10,918$180

See Full List: All Stocks Held By Triad Investment Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Triad Investment Management

Size ($ in 1000's)
At 09/30/2022: $57,599
At 06/30/2022: $67,515

Triad Investment Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Triad Investment Management 13F filings. Link to 13F filings: SEC filings

Triad Investment Management Top Holdings 13F Filings | www.HoldingsChannel.com

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