STIFEL FINANCIAL CORP

Position in WINA — Winmark Corp

CIK 720672 ST. LOUIS, MO

Position in WINA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,685,550

-$96,050 QoQ

Shares Held

3,984

-4.4% QoQ

Ownership

0.111%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#70

of 216 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Consumer Cyclical · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $482,704,854 across 18 Specialty Retail names. WINA ranks #9 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSCO	Tractor Supply Co /De/	7,440,520	$235,194,833
2	CASY	Caseys General Stores Inc	209,186	$166,258,939
3	BBY	Best Buy Co Inc	711,592	$53,995,598
4	ULTA	Ulta Beauty, Inc.	15,764	$7,109,247
5	MUSA	Murphy USA Inc.	8,444	$4,550,215
6	FIVE	Five Below, Inc	21,079	$3,789,791
7	WSM	Williams Sonoma Inc	15,782	$3,678,783
8	DKS	Dick's Sporting Goods, Inc.	11,149	$2,528,703

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,685,550	3,984	-4.4%	Shares	Defined	2026-08-12
2026-03-31	$1,781,600	4,167	-3.4%	Shares	Defined	2026-05-12
2025-12-31	$1,746,910	4,314	-4.6%	Shares	Defined	2026-02-13
2025-09-30	$2,250,416	4,521	-4.9%	Shares	Defined	2025-11-12
2025-06-30	$1,795,912	4,756	+0.9%	Shares	Defined	2025-08-14
2025-03-31	$1,498,756	4,715	+8.7%	Shares	Defined	2025-05-14
2024-12-31	$1,704,744	4,337	+9.5%	Shares	Defined	2025-02-13
2024-09-30	$1,516,784	3,961	+13.7%	Shares	Defined	2024-11-14
2024-06-30	$1,228,562	3,484	+38.5%	Shares	Defined	2024-08-13
2024-03-31	$909,675	2,515	—	Shares	Defined	2024-05-14
No filing history on record for this holder in this stock.