WINSLOW ASSET MANAGEMENT INC

Forty-three of Winslow Asset Management's holdings were decreased in Q1 2026; only four saw token share adds that still lost market value. Against that wall of trims, pure stability is rare: Microsoft and Loews are the only lines whose share counts did not budge at all while an $515 million growth book shrank from $542 million. Teradyne was nicked about 6% on shares yet marked up about $12.1 million into a near-tie with Apple at roughly 7.7% each—price rewriting a seller into a co-flagship.