Filed: 4/24/2026ACC: 0001615717-26-000003
📋 What this filing means
TRIAD INVESTMENT MANAGEMENT filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $271.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$271.31M
Total AUM (reported)
4.75M
Total Shares
Allocation by class
COM$167.73M61.8%
CL A$20.95M7.7%
CAP STK CL C$19.01M7.0%
SHORT TERM TREAS$14.25M5.3%
COM CL A$13.60M5.0%
N Y REGISTRY SHS$10.80M4.0%
MBS ETF$7.80M2.9%
Portfolio Concentration
Top 3$50.34M18.6%
4–10$90.78M33.5%
11–25$104.95M38.7%
Rest$25.23M9.3%
Top 3 weight
18.6%
Top 10 weight
52.0%
Voting Authority Distribution
Total shares with voting rights: 4.75M
Sole
Full voting authority
4.75M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:
ALPHABET INC
SOLEShares60.84K
TypeSH
Market value$19.01M
7.01%
Sole
60.84K
Shared
0.00
None
0.00
WHITE MTNS INS GROUP LTD
SOLEShares7.63K
TypeSH
Market value$16.43M
6.05%
Sole
7.63K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares213.77K
TypeSH
Market value$14.90M
5.49%
Sole
213.77K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares242.25K
TypeSH
Market value$14.25M
5.25%
Sole
242.25K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares39.20K
TypeSH
Market value$14.03M
5.17%
Sole
39.20K
Shared
0.00
None
0.00
VISA INC
SOLEShares43.20K
TypeSH
Market value$13.60M
5.01%
Sole
43.20K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares65.19K
TypeSH
Market value$13.45M
4.96%
Sole
65.19K
Shared
0.00
None
0.00
THOR INDS INC
SOLEShares132.20K
TypeSH
Market value$12.59M
4.64%
Sole
132.20K
Shared
0.00
None
0.00
MACERICH CO
SOLEShares620.75K
TypeSH
Market value$12.06M
4.45%
Sole
620.75K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares7.71K
TypeSH
Market value$10.80M
3.98%
Sole
7.71K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares61.69K
TypeSH
Market value$10.50M
3.87%
Sole
61.69K
Shared
0.00
None
0.00
CDW CORP
SOLEShares76.12K
TypeSH
Market value$9.39M
3.46%
Sole
76.12K
Shared
0.00
None
0.00
MEDIAALPHA INC
SOLEShares944.97K
TypeSH
Market value$9.26M
3.41%
Sole
944.97K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares36.83K
TypeSH
Market value$8.67M
3.20%
Sole
36.83K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares37.02K
TypeSH
Market value$8.03M
2.96%
Sole
37.02K
Shared
0.00
None
0.00
INTUIT
SOLEShares17.62K
TypeSH
Market value$7.82M
2.88%
Sole
17.62K
Shared
0.00
None
0.00
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares155.45K
TypeSH
Market value$7.80M
2.87%
Sole
155.45K
Shared
0.00
None
0.00
OAKTREE SPECIALTY LENDING
SOLEShares599.04K
TypeSH
Market value$6.98M
2.57%
Sole
599.04K
Shared
0.00
None
0.00
FISERV INC
SOLEShares114.55K
TypeSH
Market value$6.81M
2.51%
Sole
114.55K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.63K
TypeSH
Market value$5.68M
2.09%
Sole
11.63K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares16.73K
TypeSH
Market value$5.49M
2.02%
Sole
16.73K
Shared
0.00
None
0.00
SLR INVESTMENT CORP
SOLEShares375.44K
TypeSH
Market value$5.47M
2.02%
Sole
375.44K
Shared
0.00
None
0.00
HERCULES CAPITAL INC
SOLEShares312.69K
TypeSH
Market value$4.95M
1.83%
Sole
312.69K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST II
SOLEShares87.60K
TypeSH
Market value$4.62M
1.70%
Sole
87.60K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares7.91K
TypeSH
Market value$3.48M
1.28%
Sole
7.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 60.84K | SH | $19.01M 7.01% | 60.84K | 0.00 | 0.00 |
WHITE MTNS INS GROUP LTDSOLE | COM | 7.63K | SH | $16.43M 6.05% | 7.63K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 213.77K | SH | $14.90M 5.49% | 213.77K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 242.25K | SH | $14.25M 5.25% | 242.25K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 39.20K | SH | $14.03M 5.17% | 39.20K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 43.20K | SH | $13.60M 5.01% | 43.20K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 65.19K | SH | $13.45M 4.96% | 65.19K | 0.00 | 0.00 |
THOR INDS INCSOLE | COM | 132.20K | SH | $12.59M 4.64% | 132.20K | 0.00 | 0.00 |
MACERICH COSOLE | COM | 620.75K | SH | $12.06M 4.45% | 620.75K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 7.71K | SH | $10.80M 3.98% | 7.71K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 61.69K | SH | $10.50M 3.87% | 61.69K | 0.00 | 0.00 |
CDW CORPSOLE | COM | 76.12K | SH | $9.39M 3.46% | 76.12K | 0.00 | 0.00 |
MEDIAALPHA INCSOLE | CL A | 944.97K | SH | $9.26M 3.41% | 944.97K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 36.83K | SH | $8.67M 3.20% | 36.83K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 37.02K | SH | $8.03M 2.96% | 37.02K | 0.00 | 0.00 |
INTUITSOLE | COM | 17.62K | SH | $7.82M 2.88% | 17.62K | 0.00 | 0.00 |
SIMPLIFY EXCHANGE TRADED FUNSOLE | MBS ETF | 155.45K | SH | $7.80M 2.87% | 155.45K | 0.00 | 0.00 |
OAKTREE SPECIALTY LENDINGSOLE | COM | 599.04K | SH | $6.98M 2.57% | 599.04K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 114.55K | SH | $6.81M 2.51% | 114.55K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.63K | SH | $5.68M 2.09% | 11.63K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 16.73K | SH | $5.49M 2.02% | 16.73K | 0.00 | 0.00 |
SLR INVESTMENT CORPSOLE | COM | 375.44K | SH | $5.47M 2.02% | 375.44K | 0.00 | 0.00 |
HERCULES CAPITAL INCSOLE | COM | 312.69K | SH | $4.95M 1.83% | 312.69K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 87.60K | SH | $4.62M 1.70% | 87.60K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 7.91K | SH | $3.48M 1.28% | 7.91K | 0.00 | 0.00 |
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