ANCHOR CAPITAL ADVISORS LLC

Position in WINA — Winmark Corp

CIK 813933 Boston, MA

Position in WINA

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,531,126

-$64,063 QoQ

Shares Held

3,619

-3.0% QoQ

Ownership

0.101%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#75

of 216 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Consumer Cyclical · as of Jun 30, 2026

ANCHOR CAPITAL ADVISORS LLC holds $59,280,181 across 3 Specialty Retail names. WINA ranks #2 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	72,247	$57,421,193
2	WINA	Winmark Corp This page	3,619	$1,531,126
3	ULTA	Ulta Beauty, Inc.	727	$327,862

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,531,126	3,619	-3.0%	Shares	Sole	2026-08-05
2026-03-31	$1,595,189	3,731	-0.0%	Shares	Sole	2026-05-12
2025-12-31	$1,511,236	3,732	+9.7%	Shares	Sole	2026-02-10
2025-09-30	$1,693,413	3,402	+1.3%	Shares	Sole	2025-10-30
2025-06-30	$1,268,391	3,359	-2.8%	Shares	Sole	2025-08-06
2025-03-31	$1,098,876	3,457	-0.3%	Shares	Sole	2025-05-13
2024-12-31	$1,362,773	3,467	+2.4%	Shares	Sole	2025-02-05
2024-09-30	$1,296,983	3,387	-0.7%	Shares	Sole	2024-10-31
2024-06-30	$1,202,468	3,410	+9.5%	Shares	Sole	2024-08-06
2024-03-31	$1,126,695	3,115	+0.5%	Shares	Sole	2024-05-07
2023-12-31	$1,294,822	3,101	+14.4%	Shares	Sole	2024-02-05
2023-09-30	$1,011,182	2,710	-11.6%	Shares	Sole	2023-11-09
2023-06-30	$1,019,685	3,067	-25.9%	Shares	Sole	2023-08-04
2023-03-31	$1,326,580	4,140	-7.0%	Shares	Sole	2023-05-03
2022-12-31	$1,049,915	4,452	-4.4%	Shares	Sole	2023-02-10
2022-09-30	$1,007,495	4,657	+0.4%	Shares	Sole	2022-11-09
2022-06-30	$907,444	4,640	-0.0%	Shares	Sole	2022-08-04
2022-03-31	$1,021,020	4,641	-0.5%	Shares	Sole	2022-05-06
2021-12-31	$1,158,024	4,664	-4.2%	Shares	Sole	2022-02-10
2021-09-30	$1,046,551	4,867	-1.9%	Shares	Sole	2021-11-02
2021-06-30	$953,100	4,962	-1.1%	Shares	Sole	2021-08-16
2021-03-31	$934,946	5,015	-1.1%	Shares	Sole	2021-05-14
2020-12-31	$942,377	5,072	-1.3%	Shares	Sole	2021-02-08
2020-09-30	$884,833	5,139	-8.8%	Shares	Sole	2020-11-13
2020-06-30	$964,423	5,632	+31.9%	Shares	Sole	2020-08-10
2020-03-31	$544,210	4,271	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.