TRIAD INVESTMENT MANAGEMENT
Latest 13F filing data - Q1 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MAX | 249K | $5.07M |
 | WBD | 233K | $2.03M |
 | CNNE | 201K | $4.47M |
 | OCSL | 185K | $3.64M |
 | HTGC | 109K | $2.01M |
 | SLRC | 94K | $1.44M |
 | SLB | 75K | $4.11M |
 | SSNC | 53K | $3.42M |
 | KFY | 50K | $3.29M |
 | KMX | 40K | $3.45M |
 | FIS | 39K | $2.90M |
 | BRO | 36K | $3.19M |
 | THO | 32K | $3.77M |
 | RIG | 31K | $193.98K |
 | VAC | 21K | $2.28M |
 | CLAR | 18K | $120.76K |
 | CBRE | 16K | $1.58M |
 | MHK | 13K | $1.68M |
 | CDW | 12K | $3.04M |
 | ENTG | 11K | $1.57M |
MediaAlpha, Inc.
MAX
Shares Held
249K
Value
$5.07M
Warner Bros. Discovery, Inc.
WBD
Shares Held
233K
Value
$2.03M
Cannae Holdings, Inc.
CNNE
Shares Held
201K
Value
$4.47M
Oaktree Specialty Lending Corporation
OCSL
Shares Held
185K
Value
$3.64M
Hercules Capital, Inc.
HTGC
Shares Held
109K
Value
$2.01M
SLR Investment Corp.
SLRC
Shares Held
94K
Value
$1.44M
SLB N.V.
SLB
Shares Held
75K
Value
$4.11M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
53K
Value
$3.42M
Korn Ferry
KFY
Shares Held
50K
Value
$3.29M
CarMax, Inc.
KMX
Shares Held
40K
Value
$3.45M
Fidelity National Information Services, Inc.
FIS
Shares Held
39K
Value
$2.90M
Brown & Brown, Inc.
BRO
Shares Held
36K
Value
$3.19M
Thor Industries, Inc.
THO
Shares Held
32K
Value
$3.77M
Transocean Ltd.
RIG
Shares Held
31K
Value
$193.98K
Marriott Vacations Worldwide Corporation
VAC
Shares Held
21K
Value
$2.28M
Clarus Corporation
CLAR
Shares Held
18K
Value
$120.76K
CBRE Group, Inc.
CBRE
Shares Held
16K
Value
$1.58M
Mohawk Industries, Inc.
MHK
Shares Held
13K
Value
$1.68M
CDW Corporation
CDW
Shares Held
12K
Value
$3.04M
Entegris, Inc.
ENTG
Shares Held
11K
Value
$1.57M