Long-term investor
Triad Investment Management @triadinvestmentmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001615717).
Record
- Tracked since 2023-12-31 (981 days), 116 trades recorded
- Returns: week n/a · month n/a · 90 days +2.4% · 6 months -21.3% · 1 year -21.3% · all -14.3%
- Max drawdown -23.2% · Sharpe -0.86 · win rate 34% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVR · 6.5% · long · since 2026-06-30
- GOOG · 5.8% · long · since 2023-12-31
- V · 5.7% · long · since 2023-12-31
- G9618E107 · 5.6% · long · since 2023-12-31
- MAX · 5.1% · long · since 2023-12-31
- ASML · 4.9% · long · since 2025-12-31
- CDW · 4.7% · long · since 2023-12-31
- ROP · 4.6% · long · since 2023-12-31
- BRO · 4.6% · long · since 2023-12-31
- IT · 4.4% · long · since 2023-12-31
- THO · 4.3% · long · since 2023-12-31
- FISV · 3.9% · long · since 2023-12-31