Position in WINA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$677,351
-$7,156 QoQ
Shares Held
1,601
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#97
of 216 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WINA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Morningstar Investment Management LLC holds $1,218,767 across 2 Specialty Retail names. WINA ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WINA |
Winmark Corp
This page
|
1,601 | $677,351 | |
| 2 | TSCO |
Tractor Supply Co /De/
|
17,128 | $541,416 |
All Filings in WINA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,351 | 1,601 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $684,507 | 1,601 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $820,003 | 2,025 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,007,984 | 2,025 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||