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 TFPM
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,874,340 | 54,000 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,793,880 | 54,000 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,580,040 | 54,000 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $710,700 | 30,000 | Shares | Defined | 2025-08-01 | |
| No 13F history on record for this holder in this stock. | ||||||