Triad Investment Management
•CIK: 1615717•Filing: Q4 2025
**Triad Investment Management** is a focused, actively managed fund overseeing $99M across 36 distinct positions. The portfolio exhibits notable concentration in technology and industrials, highlighted by significant allocations to GOOG ($6.5M) and WBD ($9.4M). Other key holdings include ROP ($5.4M), OILU ($5.3M), and VGSH ($5.2M), suggesting a tactical approach across diverse market sectors. This structure indicates a conviction-driven strategy targeting specific value opportunities within its current mandate.
Total AUM
$98.7M
QoQ Performance
N/A
Positions
36
Top 10 Concentration
54.2%
Latest Filing
Q4 2025
Top Holdings Allocation
WBD
GOOG
ROP
WTM
VGSH
WBD9.5%
GOOG6.6%
ROP5.5%
WTM5.4%
VGSH5.2%
DHR5.0%
V4.5%
BRO4.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.3%
Technology12.4%
Financial9.5%
Healthcare6.3%
Communication0.5%
🚪 Exited Positionssold since Q1 2024
+10 more exited positions
Changes from Q1 2024
NEW9 new positions
↑18 increased
↓7 decreased
Historical Filings
Q4 2025Q1 2024Q4 2023