Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WINMILL & CO. INC (CIK 52234) reported $346.6M across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($31.1M, 8.97%), STLD ($30.4M, 8.76%), LRCX ($23.3M, 6.72%), IAG ($22.4M, 6.46%), IBKR ($21.9M, 6.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet, Inc. | $31.1M | 8.97% | 108,100 | Hold |
| 2 | STLD | STEEL DYNAMICS INC | $30.4M | 8.76% | 168,747 | Hold |
| 3 | LRCX | Lam Research Corporation | $23.3M | 6.72% | 109,000 | Hold |
| 4 | IAG | IAMGOLD Corporation | $22.4M | 6.46% | 1.2M | Hold |
| 5 | IBKR | Interactive Brokers Group, Inc. | $21.9M | 6.33% | 327,200 | Hold |
| 6 | WSM | WILLIAMS SONOMA INC | $20.4M | 5.89% | 111,994 | Hold |
| 7 | MLI | Mueller Industries, Inc. | $18.8M | 5.41% | 169,280 | Hold |
| 8 | NMIH | NMI Holdings, Inc. | $14.9M | 4.29% | 396,095 | Hold |
| 9 | YOU | Clear Secure, Inc. | $14.0M | 4.04% | 289,135 | Hold |
| 10 | LPLA | LPL Financial Holdings, Inc. | $14.0M | 4.04% | 46,500 | Trimmed |
| 11 | PGR | PROGRESSIVE CORP | $12.7M | 3.66% | 64,000 | Hold |
| 12 | ESNT | Essent Group Ltd. | $12.5M | 3.62% | 214,500 | Trimmed |
| 13 | HCA | HCA Healthcare, Inc. | $12.5M | 3.61% | 26,450 | Hold |
| 14 | DDS | DILLARDS INC | $12.3M | 3.55% | 21,538 | Hold |
| 15 | URI | UNITED RENTALS INC | $11.2M | 3.24% | 15,409 | Hold |
| 16 | QLYS | Qualys, Inc. | $7.8M | 2.25% | 88,641 | New |
| 17 | NVR | NVR INC | $7.0M | 2.02% | 1,062 | Hold |
| 18 | NUTX | Nutex Health, Inc. | $6.2M | 1.79% | 65,350 | New |
| 19 | ALRM | Alarm.com Holdings, Inc. | $5.4M | 1.57% | 126,100 | New |
| 20 | MA | Mastercard, Inc. | $5.0M | 1.44% | 10,000 | Hold |
| 21 | UNH | UnitedHealth Group, Inc. | $3.7M | 1.05% | 13,500 | Trimmed |
| 22 | AEM | Agnico Eagle Mines Ltd. | $3.0M | 0.88% | 15,000 | Trimmed |
| 23 | SELF | GLOBAL SELF STORAGE INC | $3.0M | 0.86% | 586,500 | Hold |
| 24 | ORAAF | Aura Minerals, Inc. | $2.9M | 0.82% | 35,000 | Hold |
| 25 | ELV | Elevance Health, Inc. | $2.8M | 0.81% | 9,600 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31