WINMILL & CO. INC

CIK 0000052234 · WALPOLE, NH · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

WINMILL & CO. INC reported 56 positions worth $451.7M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: LRCX (10.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$451.7M
2026 Q2
Positions
56
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.7%
Est. Net Flow (Q)
2026 Q2
10 / 56 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1LRCXLam Research CorporationSH$47.2M10.46%109,000
2STLDSTEEL DYNAMICS INCSH$38.7M8.57%168,747
3GOOGLAlphabet, Inc.SH$38.6M8.55%108,100
4IBKRInteractive Brokers Group, Inc.SH$28.5M6.31%327,200
5WSMWilliams-Sonoma, Inc.SH$25.9M5.73%111,000
6MLIMueller Industries, Inc.SH$20.8M4.61%169,280
7IAGIAMGOLD CorporationSH$18.8M4.17%1,190,000
8URIUNITED RENTALS INCSH$17.5M3.87%15,409
9PGRPROGRESSIVE CORPSH$17.4M3.86%79,765
10NMIHNMI Holdings, Inc.SH$16.3M3.60%396,095

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WINMILL & CO. INC hold as of Q2 2026?

WINMILL & CO. INC reported 56 positions worth $451.7M in its Q2 2026 13F filing. Largest positions: LRCX (10.5%), STLD (8.6%), GOOGL (8.6%), IBKR (6.3%) and WSM (5.7%).

What did WINMILL & CO. INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WINMILL & CO. INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.