account_balance
Investment manager · 13F filer · SEC CIK 52234
Winmill & Co. INC
Reported value$0as of Jun 30, 2026
Positions56 7 new, 5 sold out
Top 10 weight60%LRCX alone is 10%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
LRCX
Lam Research Corporation
10.5%
STLD
Steel Dynamics, Inc.
8.6%
GOOGL
Alphabet, Inc.
8.6%
IBKR
Interactive Brokers Group, Inc.
6.3%
WSM
Williams-Sonoma, Inc.
5.7%
MLI
Mueller Industries, Inc.
4.6%
IAG
IAMGOLD Corporation
4.2%
URI
United Rentals, Inc.
3.9%
PGR
Progressive Corporation (The)
3.9%Added
NMIH
NMI Holdings, Inc.
3.6%
46 others
40.3%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed