Instuitional Investor - Triad Investment Management

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvr Inc	NVR	871	$5,933,790	6.54%
2.	Alphabet Inc.	GOOGL	14,879	$5,257,197	5.8%
3.	Visa Inc.	V	15,189	$5,211,187	5.75%
4.	White Mountains Insurance Group Ltd	WTM	2,471	$5,122,932	5.65%
5.	Mediaalpha Inc.	MAX	368,731	$4,634,949	5.11%