Triad Investment Management
Top Portfolio Positions
43 positions ·
$201,887,241 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WTM |
White Mountains Insurance Group Ltd
Financial Services
|
7,627 | $16,756,213 | 8.30% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
213,773 | $13,940,137 | 6.90% | |
| ROP |
Roper Technologies Inc
Technology
|
39,203 | $13,872,373 | 6.87% | |
| V |
Visa Inc.
Financial Services
|
43,200 | $13,056,768 | 6.47% | |
| DHR |
Danaher Corp /De/
Healthcare
|
65,189 | $12,359,834 | 6.12% | |
| MAC |
Macerich Co
Real Estate
|
620,748 | $11,732,137 | 5.81% | |
| THO |
Thor Industries Inc
Consumer Cyclical
|
132,198 | $10,561,298 | 5.23% | |
| ASML |
Asml Holding NV
Technology
|
7,711 | $10,184,920 | 5.04% | |
| IT |
Gartner Inc
Technology
|
61,691 | $9,768,152 | 4.84% | |
| CDW |
CDW Corp
Technology
|
76,123 | $9,212,405 | 4.56% |
Portfolio Trend
16 quarters · across all stocks
Holdings in WTM
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,756,213 | 7,627 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,294,820 | 2,548 | Shares | Sole | 2026-01-16 | |
| 2024-03-31 | $3,199,236 | 1,783 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,657,847 | 1,766 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,611,474 | 1,746 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,397,258 | 1,726 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,381,680 | 1,729 | Shares | Sole | 2023-07-11 | |
| 2022-12-31 | $2,446,790 | 1,730 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,303,739 | 1,768 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,983,838 | 1,592 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,658,801 | 2,340 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $814,161 | 803 | Shares | Sole | 2022-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||