WINMILL & CO. INC
WINMILL & CO. INC runs WINMILL & CO. INC and currently holds 56 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $451.65M. Their top holdings are LRCX, STLD, GOOGL, IBKR, WSM. The top five represent 39.6% of reported portfolio weight. WINMILL & CO. INC ranks #254 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WINMILL & CO. INC initiated 7 new positions. They added to 1 existing position. They trimmed 1 position. Their current best-performing preview position is LRCX with returns of +102.81%.
56 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
LRCX Lam Research Corporation | 10.46% | $72.23 | $314.00 | +334.72% | Held |
STLD STEEL DYNAMICS INC | 8.57% | $46.43 | $228.68 | +392.53% | Held |
GOOGL Alphabet, Inc. | 8.55% | $102.86 | $344.82 | +235.23% | Held |
IBKR Interactive Brokers Group, Inc. | 6.31% | $20.73 | $93.87 | +352.82% | Held |
WSM Williams-Sonoma, Inc. | 5.73% | $34.58 | $237.52 | +586.87% | Trimmed -0.89% |
MLI Mueller Industries, Inc. | 4.61% | $21.82 | $63.20 | +189.64% | Held |
IAG IAMGOLD Corporation | 4.17% | $7.25 | $21.14 | +191.52% | Held |
URI UNITED RENTALS INC | 3.87% | $573.42 | $1,098.51 | +91.57% | Held |
PGR PROGRESSIVE CORP | 3.86% | $239.23 | $219.32 | -8.32% | Added +24.63% |
NMIH NMI Holdings, Inc. | 3.60% | $25.66 | $45.16 | +75.99% | Held |
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