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Funds / Winmill & Co. Inc
Institutional Fund

Winmill & Co. Inc

Walpole, NHCIK 522345 filings on record

Portfolio Value
$346.64M
Q1 2026
Holdings
54
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-7.5%
from $374.93M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Alphabet Inc9.0%
  • Steel Dynamics Inc8.8%
  • Lam Research Corp6.7%
  • Iamgold Corp6.5%
  • Interactive Brokers Group In6.3%
  • Williams Sonoma Inc5.9%
  • Other56.9%

Portfolio Holdings

54 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Alphabet Inc108.1K$31.09M9.0%0Held
2Steel Dynamics Inc168.7K$30.37M8.8%0Held
3Lam Research Corp109.0K$23.29M6.7%0Held
4Iamgold Corp1.19M$22.40M6.5%0Held
5Interactive Brokers Group In327.2K$21.95M6.3%0Held
6Williams Sonoma Inc112.0K$20.42M5.9%0Held
7Mueller Inds Inc169.3K$18.76M5.4%0Held
8Nmi Hldgs Inc396.1K$14.86M4.3%0Held
9Clear Secure Inc289.1K$14.00M4.0%0Held
10Lpl Finl Hldgs Inc46.5K$13.99M4.0%2.4KReduced

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