13F Filings History of Triad Investment Management

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$98,732,449
Signature - Title
David Hutchison - Managing Director
Location
Newport Beach, CA
Summary
This page shows a list of all the recent 13F filings made by Triad Investment Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Triad Investment Management reported 36 stock holdings with total value $98,732,449 as of Q4 2025. Top holdings included WBD, GOOG, ROP, WTM, and VGSH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 36 $98,732,449 $0 $0 $0 WBD, GOOG, ROP, WTM, VGSH 13F-HR 15 Jan 2026, 17:51
Q1 2024 42 $82,418,047 +$3,309,479 -$5,788,014 -$2,478,535 MAX, IT, CNNE, VGSH, SLB 13F-HR 12 Apr 2024, 14:11
Q4 2023 44 $76,183,968 +$4,961,197 -$3,973,452 +$987,745 IT, SLB, VGSH, FI, THO 13F-HR 09 Jan 2024, 17:48
Q3 2023 46 $68,478,775 +$4,999,466 -$5,925,707 -$926,241 SLB, IT, CNNE, FI, THO 13F-HR 13 Oct 2023, 10:22
Q2 2023 57 $71,881,644 +$1,218,736 -$1,541,855 -$323,119 SLB, IT, FI, CNNE, KMX 13F-HR 10 Jul 2023, 21:28
Q1 2023 59 $68,798,351 +$7,029,125 -$3,760,309 +$3,268,816 SLB, IT, CNNE, FI, SSNC 13F-HR 10 Jul 2023, 21:28
Q4 2022 56 $63,927,221 +$2,690,099 -$2,010,983 +$679,116 SLB, IT, CNNE, FI, VAC 13F-HR 27 Jan 2023, 07:25
Q3 2022 55 $57,599,000 +$6,303,433 -$13,124,663 -$6,821,230 CNNE, SLB, IT, FI, VAC 13F-HR 18 Oct 2022, 08:09
Q2 2022 60 $67,515,000 +$4,732,535 -$26,161,118 -$21,428,583 SLB, CNNE, CCMP, ALSN, IT 13F-HR 15 Jul 2022, 18:11
Q1 2022 62 $105,702,000 +$6,491,649 -$6,868,176 -$376,527 SLB, CNNE, VAC, KAR, IT 13F-HR 26 Apr 2022, 17:42
Q4 2021 64 $101,352,000 $0 $0 $0 CNNE, VAC, CCMP, IT, BEN 13F-HR 26 Apr 2022, 17:41
Q4 2020 54 $90,094,000 +$10,311,833 -$7,609,216 +$2,702,617 KAR, BPR, VAC, OCSL, RA 13F-HR 19 Jan 2021, 21:12
Q3 2020 51 $70,580,000 +$1,508,289 -$7,035,040 -$5,526,751 BPR, KAR, OCSL, WRK, ATCO 13F-HR 09 Nov 2020, 12:01
Q2 2020 52 $73,876,000 +$11,664,500 -$9,806,225 +$1,858,275 BPR, KAR, OCSL, RA, BEN 13F-HR 17 Jul 2020, 17:15
Q1 2020 48 $57,345,000 +$11,457,189 -$20,777,902 -$9,320,713 CNNE, BPR, RA, WRK, OCSL 13F-HR 12 May 2020, 16:23
Q4 2019 45 $103,192,000 +$11,203,970 -$6,332,513 +$4,871,457 SLB, WRK, GS, THO, RA 13F-HR 10 Jan 2020, 19:16
Q3 2019 44 $89,945,000 +$8,463,302 -$8,769,743 -$306,441 RA, GS, SLB, CFX, WRK 13F-HR 17 Oct 2019, 14:43
Q2 2019 43 $96,622,000 +$3,354,850 -$8,796,204 -$5,441,354 SLB, RA, GS, MRC, CFX 13F-HR 16 Jul 2019, 19:52
Q1 2019 50 $98,151,000 +$28,041,709 -$13,237,996 +$14,803,713 NLY, SLB, RA, CFX, GS 13F-HR 09 Apr 2019, 09:27
Q4 2018 51 $76,354,000 $0 $0 $0 AMCX, CNNE, BEN, RA, NLY 13F-HR 07 Feb 2019, 07:53