WINMILL & CO. INC
CIK 52234
13F filing for Q2 2026・No. 4,161
- Holdings
- US$451.65M
- Quarter change
- +US$105.01M
- Entries
- 84
- Net bought (estimate)
- +US$34.05M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 5
- Cut 1
- Added 1
- Corporate actions 0
- Unchanged 47
Largest holdings
56 stocks worth US$451.65M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| LRCXLam Research CorporationCOM NEW | Unchanged | 109,000 | US$47.23M | 10.46% |
| STLDSTEEL DYNAMICS INCCOM | Unchanged | 168,747 | US$38.72M | 8.57% |
| GOOGLAlphabetCAP STK CL A | Unchanged | 108,100 | US$38.63M | 8.55% |
| IBKRInteractive Brokers Group, Inc.COM CL A | Unchanged | 327,200 | US$28.48M | 6.31% |
| WSMWilliams-Sonoma, Inc.COM | Cut | 111,000 | US$25.87M | 5.73% |
| MLIMueller Industries, Inc.COM | Unchanged | 169,280 | US$20.81M | 4.61% |
| IAMGOLD CorporationCOM | Unchanged | 1,190,000 | US$18.85M | 4.17% |
| URIUNITED RENTALS INCCOM | Unchanged | 15,409 | US$17.46M | 3.87% |
| PGRPROGRESSIVE CORPCOM | Added | 79,765 | US$17.42M | 3.86% |
| NMI Holdings, Inc.COM | Unchanged | 396,095 | US$16.28M | 3.60% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.