WINMILL & CO. INC
Top Portfolio Positions
49 positions ·
$345,272,041 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
108,100 | $31,085,236 | 9.00% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
168,747 | $30,374,460 | 8.80% | |
| LRCX |
Lam Research Corp
Technology
|
109,000 | $23,288,940 | 6.75% | |
| IAG |
Iamgold Corp
Basic Materials
|
1,190,000 | $22,395,800 | 6.49% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
327,200 | $21,945,304 | 6.36% | |
| WSM |
Williams Sonoma Inc
Consumer Cyclical
|
111,994 | $20,419,866 | 5.91% | |
| MLI |
Mueller Industries Inc
Industrials
|
169,280 | $18,756,224 | 5.43% | |
| NMIH |
NMI Holdings, Inc.
Financial Services
|
396,095 | $14,857,523 | 4.30% | |
| YOU |
Clear Secure, Inc.
Technology
|
289,135 | $13,997,025 | 4.05% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
46,500 | $13,988,595 | 4.05% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BBW
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $617,925 | 16,500 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,010,955 | 16,500 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,075,965 | 16,500 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $850,740 | 16,500 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $613,305 | 16,500 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $759,660 | 16,500 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $567,105 | 16,500 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $416,955 | 16,500 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $492,855 | 16,500 | Shares | Defined | 2024-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||