§ 13F · FUND PROFILE
Triad Investment Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 36Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$98.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | WBD | WARNER BROS DISCOVERY INC | 326K | $9.4T | 9.5% | NEW |
| 2 | GOOG | ALPHABET INC | 21K | $6.5T | 6.6% | NEW |
| 3 | ROP | ROPER TECHNOLOGIES INC | 12K | $5.4T | 5.5% | NEW |
| 4 | WTM | WHITE MTNS INS GROUP LTD | 3K | $5.3T | 5.4% | NEW |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | 88K | $5.2T | 5.2% | NEW |
| 6 | DHR | DANAHER CORPORATION | 22K | $4.9T | 5.0% | NEW |
| 7 | V | VISA INC | 13K | $4.5T | 4.5% | NEW |
| 8 | BRO | BROWN & BROWN INC | 54K | $4.3T | 4.4% | NEW |
| 9 | THO | THOR INDS INC | 42K | $4.3T | 4.3% | NEW |
| 10 | MAC | MACERICH CO | 207K | $3.8T | 3.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRIAD SIGNAL
AC read
Triad Investment Management is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed