Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Triad Investment Management
  City: NEWPORT BEACH
  State: CA
  Zip: 92660
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $82,418,000
  Total Value Change : $6,233,000
  Securities Held Change : -2
   
All Securities Held : 42
  New Positions : 2
  Closed Positions : 4
  Increased Positions : 17
  Unchanged Positions : 10
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 17     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MAX)1 Year Chart         MAX Mediaalpha, Inc. 1 - $0.00 $5,070,000 248,895 6.15% 2,299,000 368 0.577    N/A
   (FNFV)1 Year Chart         FNFV Fidelity National Financial... 3 - $20.73 $4,467,000 200,870 5.42% 977,000 21,981 0.028    Surety & Title Insurance
   (THO)1 Year Chart         THO Thor Industries Inc 7 - $99.81 $3,769,000 32,123 4.57% 154,000 1,553 0.058    Recreational Vehicles
   (OCSL)1 Year Chart         OCSL Oaktree Specialty Lending Corp 8 - $19.30 $3,643,000 185,300 4.42% 908,000 51,369 0.24    Credit Services
   (KMX)1 Year Chart         KMX CarMax Inc 9 - $74.90 $3,453,000 39,637 4.19% 706,000 3,844 0.022    Auto Dealerships
   (SSNC)1 Year Chart         SSNC Ss&c Technologies Holdings Inc 10 - $63.06 $3,425,000 53,204 4.16% 247,000 1,192 0.021    N/A
   (KFY)1 Year Chart         KFY Korn Ferry International 11 - $64.63 $3,290,000 50,035 3.99% 372,000 863 0.089    Staffing & Outsourcin...
   (WTM)1 Year Chart         WTM White Mountains Insurance G... 12 - $1,800.02 $3,199,000 1,783 3.88% 541,000 17 0.057    Property & Casualty I...
   (FIS)1 Year Chart         FIS Fidelity National Information 15 - $75.75 $2,903,000 39,134 3.52% 686,000 2,234 0.006    Business Services
   (WBD)1 Year Chart         WBD Warner Bros Discovery Ord S... 19 - $8.38 $2,033,000 232,876 2.47% -128,000 42,968 0.01    Broadcasting - TV
   (HTGC)1 Year Chart         HTGC Hercules Technology Growth ... 20 - $19.09 $2,015,000 109,202 2.44% 244,000 2,970 0.095    Asset Management
   (MHK)1 Year Chart         MHK Mohawk Industries Inc 22 - $121.07 $1,680,000 12,836 2.04% 441,000 866 0.018    Textile Manufacturing
   (SLRC)1 Year Chart         SLRC Solar Capital Ltd. 25 - $16.05 $1,442,000 93,929 1.75% 68,000 2,501 0.222    Diversified Investments
   (DHR)1 Year Chart         DHR Danaher Corp 28 - $251.61 $700,000 2,803 0.85% 83,000 137 0    General Building Mate...
   (SPGI)1 Year Chart         SPGI S&P Global Inc 31 - $428.01 $366,000 861 0.44% -10,000 7 0    Publishing
   (WSO)1 Year Chart         WSO Watsco Inc 33 - $479.46 $335,000 776 0.41% 6,000 8 0.002    Building Materials Wh...
   (AMPS)1 Year Chart         AMPS Altus Power Ord Shs Class A 37 - $4.54 $277,000 58,023 0.34% 10,000 18,879 0.038    N/A
      17 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us