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Triad Investment Management
hedge fundUpdated 23 days agoManaged by Triad Investment Management • Latest filing Q3 2026
Portfolio value
$75.4M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-30.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $98.7M |
| Q1 2026 | $271.3M |
| Q2 2026 | $90.7M |
| Q3 2026 | $75.4M |
Top holdings
32 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $6.1M | 32.9K | 8.14% | Added(+7.9%) | |
| 2 | $5.5M | 15.4K | 7.33% | Added(+1.3%) | |
| 3 | $5.2M | 15.4K | 6.96% | Added(+3.5%) | |
| 4 | $4.8M | 2.4K | 6.43% | Trimmed(-2.2%) | |
| 5 | $4.4M | 12.5K | 5.79% | Added(+1.2%) | |
| 6 | $3.9M | 30.5K | 5.18% | Trimmed(-0.1%) | |
| 7 | $3.8M | 62.0K | 5.01% | Trimmed(-4.0%) | |
| 8 | $3.6M | 51.8K | 4.75% | Trimmed(-0.2%) | |
| 9 | $3.5M | 6.8K | 4.60% | Added(+1.9%) | |
| 10 | $3.3M | 73.1K | 4.38% | Added(+1.9%) | |
| 11 | $3.2M | 6.5K | 4.28% | Added(+2.5%) | |
| 12 | $3.1M | 324.4K | 4.12% | Trimmed(-12.0%) | |
| 13 | $2.7M | 11.7K | 3.53% | Trimmed(-0.4%) | |
| 14 | $2.6M | 9.4K | 3.43% | Added(+9.7%) | |
| 15 | $2.6M | 50.3K | 3.39% | Added(+26.7%) | |
| 16 | $2.4M | 6.0K | 3.16% | Added(+3.2%) | |
| 17 | $2.2M | 131.7K | 2.93% | Added(+5.3%) | |
| 18 | $2.1M | 35.7K | 2.72% | Added(+0.5%) | |
| 19 | $1.9M | 21.1K | 2.58% | Added(+0.8%) | |
| 20 | $1.6M | 6.7K | 2.11% | Added(+2.5%) |