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Triad Investment Management
hedge fundUpdated 51 days agoManaged by Triad Investment Management • Latest filing Q2 2026
Portfolio value
$90.7M
Q2 2026
Filings
8
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
17.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 8 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $68.8M |
| Q2 2023 | $71.9M |
| Q3 2023 | $68.5M |
| Q4 2023 | $76.2M |
| Q1 2024 | $82.4M |
| Q4 2025 | $98.7M |
| Q1 2026 | $271.3M |
| Q2 2026 | $90.7M |
Top holdings
34 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVR NVR INC | $5.9M | 871 | 6.54% | — |
| 2 | G GOOGN ALPHABET INC | $5.3M | 14.9K | 5.80% | Trimmed(-75.5%) |
| 3 | V V VISA INC | $5.2M | 15.2K | 5.75% | Trimmed(-64.8%) |
| 4 | W WTM WHITE MTNS INS GROUP LTD | $5.1M | 2.5K | 5.65% | Trimmed(-67.6%) |
| 5 | M MAX MEDIAALPHA INC | $4.6M | 368.7K | 5.11% | Trimmed(-61.0%) |
| 6 | A ASMLF ASML HLDG NV | $4.4M | 2.2K | 4.87% | Trimmed(-71.2%) |
| 7 | C CDW CDW CORP | $4.3M | 30.5K | 4.74% | Trimmed(-59.9%) |
| 8 | R ROP ROPER TECHNOLOGIES INC | $4.2M | 12.4K | 4.61% | Trimmed(-68.5%) |
| 9 | B BRO BROWN & BROWN INC | $4.1M | 64.6K | 4.57% | Trimmed(-69.8%) |
| 10 | I IT GARTNER INC | $4M | 30.5K | 4.36% | Trimmed(-50.5%) |
| 11 | T THO THOR INDS INC | $3.9M | 51.9K | 4.30% | Trimmed(-60.7%) |
| 12 | F FISV FISERV INC | $3.5M | 71.7K | 3.88% | Trimmed(-37.4%) |
| 13 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $3.2M | 6.3K | 3.49% | Trimmed(-45.5%) |
| 14 | H HEI-A HEICO CORP NEW | $3M | 11.7K | 3.33% | Trimmed(-68.2%) |
| 15 | M MAC MACERICH CO | $2.7M | 106.9K | 2.97% | Trimmed(-82.8%) |
| 16 | M MSFT MICROSOFT CORP | $2.5M | 6.6K | 2.73% | Added(+94.2%) |
| 17 | S SPGI S&P GLOBAL INC | $2.4M | 5.9K | 2.63% | Trimmed(-26.0%) |
| 18 | I INTU INTUIT | $2.2M | 8.6K | 2.46% | Trimmed(-51.4%) |
| 19 | E ETHA BLACKROCK ETF TRUST II | $2.1M | 39.7K | 2.29% | Trimmed(-54.6%) |
| 20 | V VGES VANGUARD SCOTTSDALE FDS | $2.1M | 35.5K | 2.28% | Trimmed(-85.3%) |