Triad Investment Management

Latest statistics and disclosures from Triad Investment Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Triad Investment Management

Companies in the Triad Investment Management portfolio as of the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Schlumberger (SLB) 4.73 121371 40.20
Westrock 4.48 107791 42.91
Goldman Sachs (GS) 4.44 19943 229.91
Thor Industries (THO) 4.39 61029 +39% 74.29
Brookfield Real Assets Incom shs ben int 4.27 206332 -3% 21.35
Brookfield Property Reit Inc cl a 4.10 229561 +274% 18.44
Cannae Holdings Inc 3.79 105042 -10% 37.19
Eaton Vance (EV) 3.64 80544 46.69
Oaktree Specialty Lending Corp 3.50 660773 5.46
Mohawk Industries (MHK) 3.40 25735 +3% 136.39
Discovery Communications (DISCA) 3.35 105523 32.74
KAR Auction Services (KAR) 3.24 153588 +351% 21.79
Mrc Global Inc cmn 3.09 233529 +2% 13.64
Colfax Corporation (CFX) 3.04 86338 -37% 36.38
Axalta Coating Sys 2.88 97621 30.40
Franklin Resources (BEN) 2.83 112358 25.98
Knight Swift Transn Hldgs Inc 2.83 81495 -13% 35.84
Ss&c Technologies Holding 2.82 47419 -3% 61.41
American Intl Group Inc 2.59 259618 10.28
BorgWarner (BWA) 2.40 57151 43.38
Amc Networks Inc Cl A 2.31 60255 39.50
Allison Transmission Hldngs I 2.12 45195 -2% 48.32
Marriott Vacation Worldw convertible security 2.11 2.04M 1.07
Wyndham Worldwide Corporation (WYN) 2.10 42006 +528% 51.68
Annaly Capital Management (NLY) 2.04 223107 -59% 9.42
CarMax (KMX) 2.04 24043 -5% 87.68
Diamond Offshore Drilling (DO) 2.01 288108 +8% 7.19
Mednax (MD) 1.67 61853 -8% 27.79
Eaton Vance Floating-Rate Income Trust (EFT) 1.57 118110 +1003% 13.72
Discovery Communications (DISCK) 1.54 52260 30.48
Macerich Company (MAC) 1.52 58274 -2% 26.92
Laboratory Corp. of America Holdings (LH) 1.51 9205 -20% 169.15
Brookfield Renewable energy partners lpu 1.25 27728 +7% 46.63
Wells Fargo & Company (WFC) 1.10 21174 -16% 53.79
Fossil 1.10 144225 7.88
American Express Company (AXP) 1.06 8810 -6% 124.06
Johnson & Johnson (JNJ) 0.73 5164 -7% 145.82
Seacor Holding Inc note 3.000 11/1 0.52 545000 0.98
Brookfield Ppty Partners L P unit ltd partn 0.47 26426 -3% 18.28
Microsoft Corporation (MSFT) 0.34 2200 157.73
Comcast Corporation (CMCSA) 0.30 6884 45.03
BlackRock Ltd. Duration Income Trust (BLW) 0.29 18110 NEW 16.40
Merck & Co (MRK) 0.24 2675 -10% 90.84
Hanesbrands (HBI) 0.23 16107 -30% 14.84
CBL & Associates Properties (CBL) 0.04 35000 NEW 1.06

Past Filings by Triad Investment Management

View past SEC 13F filings by Triad Investment Management

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