Triad Investment Management Long-Term Concentrated

Location: Newport Beach, CA

CIK: 0001615717 · Show all filings

Period: Q4 2018 (Next →)

Filing Date: Feb 7, 2019

Total Value: $76.35M (99.3% shares, 0.7% debt)

Holdings (51)

AMCX AMC NETWORKS INC 4.5%
Value $3.407M Shares 62,079 Est. Cost $58.47 Unrealized 0.0%
CNNE CANNAE HLDGS INC 4.4%
Value $3.33M Shares 194,507 Est. Cost $17.14 Unrealized 0.0%
BEN FRANKLIN RES INC 4.1%
Value $3.155M Shares 105,438 Est. Cost $21.92 Unrealized 0.0%
BROOKFIELD REAL ASSETS INCOM 3.8%
Value $2.894M Shares 151,775 Est. Cost $19.07 Unrealized
ANNALY CAP MGMT INC 3.8%
Value $2.887M Shares 294,006 Est. Cost $9.82 Unrealized
DVA DAVITA INC 3.7%
Value $2.853M Shares 55,437 Est. Cost $64.04 Unrealized 0.0%
ALSN ALLISON TRANSMISSION HLDGS I 3.6%
Value $2.754M Shares 62,730 Est. Cost $41.35 Unrealized 0.0%
DISCOVERY INC 3.5%
Value $2.643M Shares 106,812 Est. Cost $24.74 Unrealized
NIELSEN HLDGS PLC 3.3%
Value $2.499M Shares 107,131 Est. Cost $23.33 Unrealized
SLB SCHLUMBERGER LTD 3.3%
Value $2.49M Shares 68,859 Est. Cost $40.20 Unrealized 0.0%
DNOW NOW INC 3.2%
Value $2.408M Shares 206,854 Est. Cost $13.98 Unrealized 0.0%
AXTA AXALTA COATING SYS LTD 3.1%
Value $2.335M Shares 99,685 Est. Cost $24.84 Unrealized 0.0%
FOSL FOSSIL GROUP INC 3.0%
Value $2.307M Shares 146,667 Est. Cost $19.37 Unrealized 0.0%
SOTHEBYS 2.9%
Value $2.251M Shares 56,638 Est. Cost $39.74 Unrealized
MD MEDNAX INC 2.8%
Value $2.168M Shares 65,708 Est. Cost $40.20 Unrealized 0.0%
DIAMOND OFFSHORE DRILLING IN 2.7%
Value $2.083M Shares 220,704 Est. Cost $9.44 Unrealized
WESTROCK CO 2.6%
Value $2.016M Shares 53,378 Est. Cost $37.77 Unrealized
COLFAX CORP 2.6%
Value $2.011M Shares 96,198 Est. Cost $20.90 Unrealized
BWA BORGWARNER INC 2.5%
Value $1.945M Shares 55,989 Est. Cost $29.94 Unrealized 0.0%
MHK MOHAWK INDS INC 2.5%
Value $1.938M Shares 16,572 Est. Cost $133.40 Unrealized 0.0%
KMX CARMAX INC 2.5%
Value $1.929M Shares 30,743 Est. Cost $66.00 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 2.5%
Value $1.888M Shares 11,301 Est. Cost $170.89 Unrealized 0.0%
LCII LCI INDS 2.3%
Value $1.751M Shares 26,210 Est. Cost $57.38 Unrealized 0.0%
NATIONAL OILWELL VARCO INC 2.1%
Value $1.607M Shares 62,533 Est. Cost $25.70 Unrealized
EATON VANCE CORP 2.1%
Value $1.604M Shares 45,592 Est. Cost $35.18 Unrealized
JOE ST JOE CO 2.1%
Value $1.595M Shares 121,108 Est. Cost $14.91 Unrealized 0.0%
AMERICAN INTL GROUP INC 1.7%
Value $1.315M Shares 241,710 Est. Cost $5.44 Unrealized
WABCO HLDGS INC 1.6%
Value $1.258M Shares 11,720 Est. Cost $107.34 Unrealized
DISCOVERY INC 1.6%
Value $1.202M Shares 52,064 Est. Cost $23.09 Unrealized
WFC WELLS FARGO CO NEW 1.5%
Value $1.16M Shares 25,174 Est. Cost $42.03 Unrealized 0.0%
OAKTREE SPECIALTY LENDING CO 1.5%
Value $1.154M Shares 272,885 Est. Cost $4.23 Unrealized
THO THOR INDS INC 1.4%
Value $1.04M Shares 19,843 Est. Cost $57.93 Unrealized 0.0%
MRC GLOBAL INC 1.3%
Value $982K Shares 80,307 Est. Cost $12.23 Unrealized
AXP AMERICAN EXPRESS CO 1.1%
Value $840K Shares 8,810 Est. Cost $95.01 Unrealized 0.0%
SABR SABRE CORP 1.0%
Value $737K Shares 34,051 Est. Cost $24.20 Unrealized 0.0%
PLATFORM SPECIALTY PRODS COR 0.9%
Value $719K Shares 69,650 Est. Cost $10.32 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value $666K Shares 5,164 Est. Cost $114.14 Unrealized 0.0%
FTD COS INC 0.7%
Value $529K Shares 357,284 Est. Cost $1.48 Unrealized
SEACOR HOLDINGS INC 0.7%
Value $514K Shares 555,000 Est. Cost $0.93 Unrealized
BROOKFIELD PPTY PARTNERS L P 0.7%
Value $501K Shares 31,066 Est. Cost $16.13 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.6%
Value $462K Shares 17,838 Est. Cost $25.90 Unrealized
KW KENNEDY-WILSON HLDGS INC 0.5%
Value $405K Shares 22,056 Est. Cost $19.18 Unrealized 0.0%
AWI ARMSTRONG WORLD INDS INC NEW 0.4%
Value $279K Shares 4,799 Est. Cost $59.47 Unrealized 0.0%
BROOKFIELD PROPERTY REIT INC 0.4%
Value $277K Shares 17,224 Est. Cost $16.08 Unrealized
HANESBRANDS INC 0.3%
Value $256K Shares 20,394 Est. Cost $12.55 Unrealized
MAC MACERICH CO 0.3%
Value $241K Shares 5,570 Est. Cost $43.27 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value $234K Shares 6,884 Est. Cost $30.43 Unrealized 0.0%
MRK MERCK & CO INC 0.3%
Value $221K Shares 2,875 Est. Cost $56.50 Unrealized 0.0%
MCDERMOTT INTL INC 0.3%
Value $217K Shares 33,190 Est. Cost $6.54 Unrealized
MSFT MICROSOFT CORP 0.3%
Value $203K Shares 2,000 Est. Cost $100.00 Unrealized 0.0%
BKE BUCKLE INC 0.3%
Value $194K Shares 10,039 Est. Cost $9.32 Unrealized 0.0%