Triad Investment Management: 13F holdings
CIK 16157172026Q2
| Positions | 34 |
|---|---|
| Reported value | $90.7m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVR NVR INC | 871 | $5.9m | 6.5% |
| GOOG ALPHABET INC | 14,879 | $5.3m | 5.8% |
| V VISA INC | 15,189 | $5.2m | 5.7% |
| WHITE MTNS INS GROUP LTD | 2,471 | $5.1m | 5.6% |
| MEDIAALPHA INC | 368,731 | $4.6m | 5.1% |
| ASML HLDG NV | 2,219 | $4.4m | 4.9% |
| CDW CDW CORP | 30,540 | $4.3m | 4.7% |
| ROP ROPER TECHNOLOGIES INC | 12,358 | $4.2m | 4.6% |
| BRO BROWN & BROWN INC | 64,611 | $4.1m | 4.6% |
| IT GARTNER INC | 30,530 | $4.0m | 4.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1615717")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.