WINMILL & CO. INC 13F Portfolio
WINMILL & CO. INC runs WINMILL & CO. INC and currently holds 56 stock positions, which is fewer than the average of 231 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 #253 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%.
Portfolio Value
$451.65M
Alpha Score
81.7
#253 of 1000
Holdings
56
WINMILL & CO. INC Current 13F Holdings
Reported holdings from WINMILL & CO. INC's latest SEC 13F filing, ranked by portfolio weight.
56 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 LRCX Lam Research Corporation | 10.46% | $72.23 | $318.84 | +341.42% | Held |
 STLD STEEL DYNAMICS INC | 8.57% | $46.43 | $238.38 | +413.42% | Held |
 GOOGL Alphabet, Inc. | 8.55% | $102.86 | $351.66 | +241.88% | Held |
 IBKR Interactive Brokers Group, Inc. | 6.31% | $20.73 | $87.87 | +323.88% | Held |
 WSM Williams-Sonoma, Inc. | 5.73% | $34.58 | $241.82 | +599.29% | Trimmed -0.89% |
 MLI Mueller Industries, Inc. | 4.61% | $21.82 | $60.67 | +178.05% | Held |
 IAG IAMGOLD Corporation | 4.17% | $7.25 | $18.82 | +159.57% | Held |
 URI UNITED RENTALS INC | 3.87% | $573.42 | $1,057.24 | +84.37% | Held |
 PGR PROGRESSIVE CORP | 3.86% | $239.23 | $217.38 | -9.13% | Added +24.63% |
 NMIH NMI Holdings, Inc. | 3.60% | $25.66 | $40.01 | +55.92% | Held |
Showing 1-10 of 56