Triad Investment Management — 13F holdings

Triad Investment Management reported 32 holdings worth $75.4M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. IT GARTNER INC — $6.14M (8.1%)
2. V Visa Inc — $5.53M (7.3%)
3. GOOG ALPHABET INC — $5.25M (7.0%)
4. WTM WHITE MTNS INS GROUP LTD — $4.85M (6.4%)
5. ROP ROPER TECHNOLOGIES INC — $4.37M (5.8%)
6. CDW CDW CORP — $3.91M (5.2%)
7. BRO BROWN & BROWN INC — $3.78M (5.0%)
8. THO THOR INDS INC — $3.58M (4.7%)
9. MSFT MICROSOFT CORP — $3.47M (4.6%)
10. FISV FISERV INC — $3.30M (4.4%)