Triad Investment Management
Position in WBD — Warner Bros. Discovery, Inc.
CIK 1615717
NEWPORT BEACH, CA
Position in WBD
as of Dec 31, 2025
· filed Jan 16, 2026
Position Value
$9,383,042
+$7,350,035 QoQ
Shares Held
325,574
+39.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
10.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WBD Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Triad Investment Management holds $372,263 across 1 Entertainment name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SIRI |
Sirius Xm Holdings Inc.
|
12,602 | $372,263 |
All Filings in WBD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $9,383,042 | 325,574 | Shares | Sole | 2026-01-16 | |
| 2024-03-31 | $2,033,007 | 232,876 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,161,153 | 189,908 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,128,777 | 196,020 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,170,837 | 173,113 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,591,884 | 171,648 | Shares | Sole | 2023-07-11 | |
| 2022-12-31 | $1,370,106 | 144,526 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,708,256 | 148,544 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,685,954 | 125,630 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||