13F Insight
DOSSIER · 13F-HR · Q2 2026

WINMILL & CO. INC

$452M in tracked AUM across 84 positions as of Q2 2026.

W&
CIK 0000052234 · last filed Jun 30, 2026
Total AUM
$452M
as of Q2 2026
Holdings
84
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

WINMILL & CO. INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
LRCX
Lam Research Corporation
$47M109K10.5%02
STLD
Steel Dynamics, Inc.
$39M169K8.6%03
GOOGL
Alphabet, Inc.
$39M108K8.6%04
IBKR
Interactive Brokers Group, Inc.
$28M327K6.3%05
WSM
Williams-Sonoma, Inc.
$26M111K5.7%06
MLI
Mueller Industries, Inc.
$21M169K4.6%07
IAG
IAMGOLD Corporation
$19M1.2M4.2%08
URI
United Rentals, Inc.
$17M15K3.9%09
PGR
Progressive Corporation (The)
$17M80K3.9%10
NMIH
NMI Holdings, Inc.
$16M396K3.6%

Filing history

2026Q2Jun 30
$452M▲ 30.3%
84 positionsView →2026Q1Mar 31
$347M▼ 7.5%
79 positionsView →2025Q4Dec 31
$375M▼ 9.1%
83 positionsView →2025Q3Sep 30
$412M▲ 14.7%
89 positionsView →2025Q2Jun 30
$360M▲ 9.3%
90 positionsLocked2025Q1Mar 31
$329M▲ 6.5%
95 positionsLocked2024Q4Dec 31
$309M▲ 4.0%
90 positionsLocked2024Q3Sep 30
$297M▲ 1.3%
88 positionsLocked2024Q2Jun 30
$293M▼ 16.5%
95 positionsLocked2024Q1Mar 31
$351M▲ 12.6%
108 positionsLocked2023Q4Dec 31
$312M▲ 14.3%
114 positionsLocked2023Q3Sep 30
$273M▼ 2.4%
104 positionsLocked
Showing 12 of 32