Triad Investment Management Closed Holding Positions

Triad Investment Management

  • $77.9 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AUD
Audacy, Inc.

Communication Services
Q2 2023 Filed on Jul 10, 2023
138,224
$0.0 - $0.15 $0 - $20.7K
MMS
Maximus, Inc.

Industrials
Q2 2023 Filed on Jul 10, 2023
16,722
$78.03 - $85.79 $1.3M - $1.43M
BEN
Franklin Resources Inc

Financial Services
Q2 2022 Filed on Jul 18, 2022
131,345
$23.07 - $28.02 $3.03M - $3.68M
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2022 Filed on Jul 18, 2022
155,496
$23.08 - $25.81 $3.59M - $4.01M
HBI
Hanesbrands Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 27, 2022
10,744
$15.66 - $18.28 $168K - $196K
WRK
West Rock CO

Consumer Cyclical
Q4 2021 Filed on Apr 27, 2022
53,858
$42.48 - $51.63 $2.29M - $2.78M
SMHI
Seacor Marine Holdings Inc.

Industrials
Q1 2022 Filed on Apr 27, 2022
14,450
$3.42 - $8.5 $49.4K - $123K
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on Apr 27, 2022
1,331
$129.03 - $157.89 $172K - $210K
Wyndham Destinations Inc
Q4 2021 Filed on Apr 27, 2022
66,566
N/A
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
Q4 2021 Filed on Apr 27, 2022
93,319
$14.55 - $15.25 $1.36M - $1.42M
EVN
Eaton Vance Municipal Income Trust

Financial Services
Q1 2022 Filed on Apr 27, 2022
25,473
$11.58 - $13.83 $295K - $352K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
Q4 2021 Filed on Apr 27, 2022
24,850
$14.76 - $15.96 $367K - $397K
DSL
Double Line Income Solutions Fund

Financial Services
Q4 2021 Filed on Apr 27, 2022
22,525
$15.83 - $18.15 $357K - $409K
GBDC
Golub Capital Bdc, Inc.

Financial Services
Q4 2021 Filed on Apr 27, 2022
115,241
$14.86 - $15.99 $1.71M - $1.84M
PTEN
Patterson Uti Energy Inc

Energy
Q4 2021 Filed on Apr 27, 2022
10,748
$6.94 - $9.85 $74.6K - $106K
General Electric CO
Q4 2021 Filed on Apr 27, 2022
11,203
N/A
Brookfield Ppty Reit Inc
Q4 2021 Filed on Apr 27, 2022
309,920
N/A
Discovery Inc
Q4 2021 Filed on Apr 27, 2022
95,210
N/A
American Intl Group Inc
Q4 2021 Filed on Apr 27, 2022
329,251
N/A
BWA
Borgwarner Inc

Consumer Cyclical
Q4 2021 Filed on Apr 27, 2022
49,392
$41.96 - $48.55 $2.07M - $2.4M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
Q1 2022 Filed on Apr 27, 2022
83,145
$22.57 - $33.52 $1.88M - $2.79M
Cbl & Assoc Pptys Inc
Q4 2020 Filed on Jan 20, 2021
41,000
N/A
CHTR
Charter Communications, Inc.

Communication Services
Q4 2020 Filed on Jan 20, 2021
348
$572.58 - $680.76 $199K - $237K
Eaton Vance Corp
Q4 2020 Filed on Jan 20, 2021
73,469
N/A
Seacor Holdings Inc
Q3 2020 Filed on Nov 09, 2020
530,000
N/A
Brookfield Property Partrs L
Q3 2020 Filed on Nov 09, 2020
12,743
N/A
OII
Oceaneering International Inc

Energy
Q2 2020 Filed on Jul 17, 2020
14,182
$2.74 - $8.84 $38.9K - $125K
GS
Goldman Sachs Group Inc

Financial Services
Q2 2020 Filed on Jul 17, 2020
13,866
$145.29 - $220.81 $2.01M - $3.06M
Diamond Offshore Drilling In
Q2 2020 Filed on Jul 17, 2020
314,330
N/A
BEP
Brookfield Renewable Partners L.P.

Utilities
Q1 2020 Filed on May 12, 2020
27,728
$16.38 - $30.35 $454K - $842K
Colfax Corp
Q1 2020 Filed on May 12, 2020
86,338
N/A
LH
Laboratory Corp Of America Holdings

Healthcare
Q1 2020 Filed on May 12, 2020
9,205
$104.32 - $195.28 $960K - $1.8M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
Q1 2020 Filed on May 12, 2020
81,495
$28.59 - $39.76 $2.33M - $3.24M
AMCX
Amc Networks Inc.

Communication Services
Q1 2020 Filed on May 12, 2020
60,255
$22.29 - $42.35 $1.34M - $2.55M
FOSL
Fossil Group, Inc.

Consumer Cyclical
Q1 2020 Filed on May 12, 2020
144,225
$3.15 - $8.43 $454K - $1.22M
MD
Mednax, Inc.

Healthcare
Q1 2020 Filed on May 12, 2020
61,853
$7.89 - $27.71 $488K - $1.71M
WY
Weyerhaeuser CO

Real Estate
Q4 2019 Filed on Jan 13, 2020
11,003
$26.36 - $30.2 $290K - $332K
DVA
Davita Inc.

Healthcare
Q4 2019 Filed on Jan 13, 2020
30,202
$54.2 - $75.03 $1.64M - $2.27M
LCII
Lci Industries

Consumer Cyclical
Q3 2019 Filed on Oct 17, 2019
23,666
$80.63 - $94.13 $1.91M - $2.23M
NLSN
Nielsen Holdings PLC

Industrials
Q3 2019 Filed on Oct 17, 2019
105,263
$20.02 - $23.8 $2.11M - $2.51M
Ftd Cos Inc
Q2 2019 Filed on Jul 17, 2019
357,284
N/A
FFWM
First Foundation Inc.

Financial Services
Q2 2019 Filed on Jul 17, 2019
10,000
$13.05 - $14.9 $131K - $149K
MAR
Marriott International Inc

Consumer Cyclical
Q2 2019 Filed on Jul 17, 2019
6,145
$123.7 - $140.29 $760K - $862K
Wabco Hldgs Inc
Q2 2019 Filed on Jul 17, 2019
13,383
N/A
BKE
Buckle Inc

Consumer Cyclical
Q1 2019 Filed on Apr 09, 2019
10,039
$16.97 - $20.45 $170K - $205K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
Q1 2019 Filed on Apr 09, 2019
22,056
$17.98 - $21.55 $397K - $475K
Mcdermott Intl Inc
Q1 2019 Filed on Apr 09, 2019
33,190
N/A
AWI
Armstrong World Industries Inc

Industrials
Q1 2019 Filed on Apr 09, 2019
4,799
$59.4 - $79.42 $285K - $381K
JOE
St Joe CO

Real Estate
Q1 2019 Filed on Apr 09, 2019
121,108
$13.0 - $16.72 $1.57M - $2.02M
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