13F Insight
DOSSIER · 13F-HR · Q1 2026

WINMILL & CO. INC

$347M in tracked AUM across 79 positions as of Q1 2026.

W&
CIK 0000052234 · last filed Mar 31, 2026
Total AUM
$347M
as of Q1 2026
Holdings
79
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

WINMILL & CO. INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GOOGL
Alphabet, Inc.
$31M108K9.0%02
STLD
Steel Dynamics, Inc.
$30M169K8.8%03
LRCX
Lam Research Corporation
$23M109K6.7%04
IAG
IAMGOLD Corporation
$22M1.2M6.5%05
IBKR
Interactive Brokers Group, Inc.
$22M327K6.3%06
WSM
Williams-Sonoma, Inc.
$20M112K5.9%07
MLI
Mueller Industries, Inc.
$19M169K5.4%08
NMIH
NMI Holdings, Inc.
$15M396K4.3%09
YOU
Clear Secure, Inc.
$14M289K4.0%10
LPLA
LPL Financial Holdings, Inc.
$14M47K4.0%

Filing history

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 positionsLocked2023Q2Jun 30
$280M▲ 4.3%
110 positionsLocked
Showing 12 of 31