WINMILL & CO. INC: 13F holdings
CIK 522342026Q2
| Positions | 56 |
|---|
| Reported value | $451.7m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 56 (+2 vs prior quarter) |
|---|
| Reported value | $451.7m (+30.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LRCX Lam Research Corporation | 109,000 | $47.2m | 10.5% |
| STLD STEEL DYNAMICS INC | 168,747 | $38.7m | 8.6% |
| GOOGL Alphabet, Inc. | 108,100 | $38.6m | 8.6% |
| IBKR Interactive Brokers Group, Inc. | 327,200 | $28.5m | 6.3% |
| WSM Williams-Sonoma, Inc. | 111,000 | $25.9m | 5.7% |
| MLI Mueller Industries, Inc. | 169,280 | $20.8m | 4.6% |
| IAG IAMGOLD Corporation | 1,190,000 | $18.8m | 4.2% |
| URI UNITED RENTALS INC | 15,409 | $17.5m | 3.9% |
| PGR PROGRESSIVE CORP | 79,765 | $17.4m | 3.9% |
| NMIH NMI Holdings, Inc. | 396,095 | $16.3m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="52234")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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