WINMILL & CO. INC

CIK
52234
City
WALPOLE
State / Country
NH

Top Portfolio Positions

49 positions · $345,272,041 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
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 ESNT

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Report Date Value (USD) Shares
2026-03-31 $12,535,380 214,500