WINMILL & CO. INC
Top Portfolio Positions
50 positions ·
$346,470,041 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
108,100 | $31,085,236 | 8.97% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
168,747 | $30,374,460 | 8.77% | |
| LRCX |
Lam Research Corp
Technology
|
109,000 | $23,288,940 | 6.72% | |
| IAG |
Iamgold Corp
Basic Materials
|
1,190,000 | $22,395,800 | 6.46% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
327,200 | $21,945,304 | 6.33% | |
| WSM |
Williams Sonoma Inc
Consumer Cyclical
|
111,994 | $20,419,866 | 5.89% | |
| MLI |
Mueller Industries Inc
Industrials
|
169,280 | $18,756,224 | 5.41% | |
| NMIH |
NMI Holdings, Inc.
Financial Services
|
396,095 | $14,857,523 | 4.29% | |
| YOU |
Clear Secure, Inc.
Technology
|
289,135 | $13,997,025 | 4.04% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
46,500 | $13,988,595 | 4.04% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NMIH
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,857,523 | 396,095 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $16,156,714 | 396,095 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $15,186,281 | 396,095 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,711,247 | 396,095 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $14,279,224 | 396,095 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,560,451 | 396,095 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $16,315,152 | 396,095 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,483,073 | 396,095 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $13,142,166 | 406,375 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $6,784,254 | 228,580 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $6,192,232 | 228,580 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,901,935 | 228,580 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,104,191 | 228,580 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,697,902 | 224,780 | Shares | Defined | 2023-02-13 | |
| 2020-12-31 | $2,507,355 | 110,700 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,121,760 | 119,200 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,916,736 | 119,200 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,383,912 | 119,200 | Shares | Defined | 2020-04-13 | |
| No 13F history on record for this holder in this stock. | ||||||