Triad Investment Management
Triad Investment Management reported 32 stocks worth $75.4M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are IT (8.1%), V (7.3%) and GOOG (7.0%). Compared with Q2 2026, the fund opened new positions in VOO, WCMI and AMGN, added to IT, V and GOOG, trimmed WTM, CDW and BRO and sold out of NVR, MAC and AKRE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IT Gartner Inc | $6.1M | 8.1% | 33K | +2,403 (+8%) | 4 of 4 | |
| 2 |  V Visa Inc | $5.5M | 7.3% | 15K | +190 (+1%) | 4 of 4 | |
| 3 |  GOOG Alphabet Inc | $5.2M | 7.0% | 15K | +519 (+3%) | 4 of 4 | |
| 4 |  WTM White Mtns Ins Group Ltd | $4.8M | 6.4% | 2,416 | −55 (−2%) | 4 of 4 | |
| 5 |  ROP Roper Technologies | $4.4M | 5.8% | 13K | +150 (+1%) | 4 of 4 | |
| 6 |  CDW Cdw Corp | $3.9M | 5.2% | 31K | −38 (−0%) | 4 of 4 | |
| 7 |  BRO Brown & Brown Inc | $3.8M | 5.0% | 62K | −2,569 (−4%) | 4 of 4 | |
| 8 |  THO Thor Inds Inc | $3.6M | 4.8% | 52K | −84 (−0%) | 4 of 4 | |
| 9 |  MSFT Microsoft Corp | $3.5M | 4.6% | 6,761 | +126 (+2%) | 4 of 4 | |
| 10 |  FISV Fiserv Inc | $3.3M | 4.4% | 73K | +1,354 (+2%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Triad Investment Management 13F FAQ
What does Triad Investment Management own?
Triad Investment Management reported 32 stocks worth $75.4M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are IT (8.1%), V (7.3%) and GOOG (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did Triad Investment Management buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 15 added to, 8 trimmed and 5 sold out. New positions include VOO, WCMI and AMGN. It sold all of NVR, MAC and AKRE.
When will Triad Investment Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Triad Investment Management's portfolio worth?
The Q3 2026 filing reports $75.4M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.