TRIAD INVESTMENT MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MAX | 334K | $3.10M |
 | MAC | 207K | $3.91M |
 | OCSL | 197K | $2.23M |
 | SLRC | 126K | $1.80M |
 | HTGC | 105K | $1.54M |
 | BRO | 71K | $4.62M |
 | THO | 47K | $3.74M |
 | ARCC | 29K | $530.83K |
 | TSLX | 27K | $488.94K |
 | CDW | 25K | $3.07M |
 | IT | 24K | $3.74M |
 | DHR | 22K | $4.12M |
 | CMCSA | 21K | $615.39K |
 | GOOG | 20K | $5.75M |
 | V | 14K | $4.33M |
 | ROP | 14K | $4.88M |
 | HRB | 13K | $447.96K |
 | SIRI | 13K | $302.43K |
 | NXPI | 12K | $2.39M |
 | HEI-A | 12K | $2.56M |
MediaAlpha, Inc.
MAX
Shares Held
334K
Value
$3.10M
The Macerich Company
MAC
Shares Held
207K
Value
$3.91M
Oaktree Specialty Lending Corporation
OCSL
Shares Held
197K
Value
$2.23M
SLR Investment Corp.
SLRC
Shares Held
126K
Value
$1.80M
Hercules Capital, Inc.
HTGC
Shares Held
105K
Value
$1.54M
Brown & Brown, Inc.
BRO
Shares Held
71K
Value
$4.62M
Thor Industries, Inc.
THO
Shares Held
47K
Value
$3.74M
Ares Capital Corporation
ARCC
Shares Held
29K
Value
$530.83K
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
27K
Value
$488.94K
CDW Corporation
CDW
Shares Held
25K
Value
$3.07M
Gartner, Inc.
IT
Shares Held
24K
Value
$3.74M
Danaher Corporation
DHR
Shares Held
22K
Value
$4.12M
Comcast Corporation
CMCSA
Shares Held
21K
Value
$615.39K
Alphabet Inc.
GOOG
Shares Held
20K
Value
$5.75M
Visa Inc.
V
Shares Held
14K
Value
$4.33M
Roper Technologies, Inc.
ROP
Shares Held
14K
Value
$4.88M
H&R Block, Inc.
HRB
Shares Held
13K
Value
$447.96K
Sirius XM Holdings Inc.
SIRI
Shares Held
13K
Value
$302.43K
NXP Semiconductors N.V.
NXPI
Shares Held
12K
Value
$2.39M
HEICO Corporation
HEI-A
Shares Held
12K
Value
$2.56M