WINMILL & CO. INC 13F Holdings

CIK 0000052234

As of Sep 30, 2025, WINMILL & CO. INC reported 55 positions worth $412.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AUTOZONE INCAZOConsumer Cyclical7,069$30.3M7.35%
ALPHABET INCGOOGLEquity108,100$26.3M6.37%
STEEL DYNAMICS INCSTLDBasic Materials168,747$23.5M5.70%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services327,200$22.5M5.46%
WILLIAMS SONOMA INCWSMConsumer Cyclical111,994$21.9M5.31%
MUELLER INDUSTRIES INCMLIIndustrials169,280 7.1M4.15%
LPL FINANCIAL HOLDINGS INCLPLAFinancial Services48,860 6.3M3.94%
IAMGOLD CORPIAGBasic Materials1,246,000 6.1M3.91%
NMI HOLDINGS INCNMIHFinancial Services396,095 5.2M3.68%
NEW GOLD INCNGDBasic Materials2,100,000 5.1M3.66%
UNITED RENTALS INCURIIndustrials15,409 4.7M3.57%
LAM RESEARCH CORPLRCXTechnology109,000 4.6M3.54%
ESSENT GROUP LTDESNTFinancial Services224,500 4.3M3.46%
PROGRESSIVE CORPPGRFinancial Services55,330 3.7M3.31%
DILLARD'S INCDDSConsumer Cyclical21,538 3.2M3.21%
DONNELLEY FINANCIAL SOLUTIONS INCDFINFinancial Services243,000 2.5M3.03%
BOOZ ALLEN HAMILTON HOLDING CORPBAHIndustrials117,650 1.8M2.85%
HCA HEALTHCARE INCHCAHealthcare26,450 1.3M2.73%
MOLINA HEALTHCARE INCMOHHealthcare52,800 0.1M2.45%
CLEAR SECURE INCYOUTechnology289,135$9.7M2.34%
SNAP-ON INCSNAIndustrials27,800$9.6M2.34%
NVR INCNVRConsumer Cyclical1,197$9.6M2.33%
PAYPAL HOLDINGS INCPYPLFinancial Services130,000$8.7M2.11%
NEWMONT CORPNEMBasic Materials89,000$7.5M1.82%
UNITEDHEALTH GROUP INCUNHHealthcare16,475$5.7M1.38%