Institutions / Winmill & Co. Inc
Winmill & Co. Inc
CIK 52234 ยท Institutionalso an insider ยท as of Dec 31, 2025
Portfolio value
$374.93M
Positions
56
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 56 โ
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $33.84M | 9.0% |
| Steel Dynamics Inc | $28.59M | 7.6% |
| Autozone Inc | $23.97M | 6.4% |
| Interactive Brokers Group Inc | $21.04M | 5.6% |
| Williams Sonoma Inc | $20.00M | 5.3% |
| Iamgold Corp | $19.62M | 5.2% |
| Mueller Industries Inc | $19.43M | 5.2% |
| Lam Research Corp | $18.66M | 5.0% |
| LPL Financial Holdings Inc. | $17.45M | 4.7% |
| NMI Holdings, Inc. | $16.16M | 4.3% |
| Essent Group Ltd. | $14.59M | 3.9% |
| Progressive CORP/OH | $14.57M | 3.9% |
| Dillard'S, Inc.DDS | $13.06M | 3.5% |
| United Rentals Inc | $12.47M | 3.3% |
| HCA Healthcare, Inc. | $12.35M | 3.3% |
| Clear Secure, Inc. | $10.14M | 2.7% |
| Donnelley Financial Solutions, Inc. | $9.14M | 2.4% |
| Nvr Inc | $7.74M | 2.1% |
| PayPal Holdings, Inc. | $7.59M | 2.0% |
| Mastercard Inc | $5.71M | 1.5% |
| Unitedhealth Group Inc | $5.44M | 1.5% |
| Agnico Eagle Mines Ltd. | $5.09M | 1.4% |
| Matador Resources Co | $4.67M | 1.2% |
| Elevance Health Inc | $3.37M | 0.9% |
| Global Self Storage, Inc.SELF | $2.99M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.
Insider transactions
Also files Forms 3 / 4 / 5
| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Jun 23, 2026 | Buy | BXSY Bexil Investment Trust Shares of Beneficial Interest | $19.0K | +1K +0.50% | 228,705 | low |
| Jun 25, 2026 | Buy | BXSY Bexil Investment Trust Shares of Beneficial Interest | $17.8K | +1K +0.46% | 230,755 | low |
| Jun 24, 2026 | Buy | BXSY Bexil Investment Trust Shares of Beneficial Interest | $16.8K | +1K +0.44% | 229,705 | low |
| Jun 26, 2026 | Buy | BXSY Bexil Investment Trust Shares of Beneficial Interest | $5.1K | +300 +0.13% | 231,055 | low |
| Jun 29, 2026 | Buy | BXSY Bexil Investment Trust Shares of Beneficial Interest | $17 | +1 +<0.01% | 231,056 | low |