WINMILL & CO. INC

报告期 2026-03-31 · CIK 0000052234

持仓数

前50大市值合计

$346.6M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

24Q2 调仓2024-03-31 → 2024-06-30 · 共 23 项建仓 6减持 5清仓 12

方向

标的

Δ市值

现股数(环比)

清仓

USB U.S. BANCORP

-$12.8M

0 -100%

清仓

— DISCOVER FINANCIAL SERVICES

-$10.2M

0 -100%

清仓

UHAL/B U-HAUL HOLDINGS CO.

-$9.6M

0 -100%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

— ENCORE WIRE CORP.

建仓

NVR NVR, INC.

+$9.1M

1,197

建仓

UFPI UFP INDUSTRIES, INC.

+$8.1M

72,300

建仓

CNC CENTENE CORP.

+$7.4M

111,000

清仓

ABG ASBURY AUTOMOTIVE GROUP, INC.

-$7.3M

0 -100%

清仓

ENVA ENOVA INTERNATIONAL, INC.

-$6.8M

0 -100%

清仓

ALLY ALLY FINANCIAL, INC.

-$5.2M

0 -100%

清仓

NXST NEXSTAR MEDIA GROUP, INC.

-$4.4M

0 -100%

减持

CACC CREDIT ACCEPTANCE CORP.

-$1.7M

25,087 -5%

清仓

EPD ENTERPRISE PRODUCTS PARTNERS LP

-$1.2M

0 -100%

清仓

UHAL U-HAUL HOLDINGS CO.

-$1.0M

0 -100%

减持

YOU CLEAR SECURE INC

-$865.7K

289,135 -2%

减持

BRK/B BERKSHIRE HATHAWAY, INC.

-$494.7K

5,100 -17%

建仓

KGC KINROSS GOLD CORP.

+$436.8K

52,500

清仓

HVT HAVERTY FURNITURE COS, INC.

-$385.6K

0 -100%

减持

NMIH NMI HOLDINGS, INC.

+$340.9K

396,095 -3%

减持

ELV ELEVANCE HEALTH, INC.

-$154.8K

10,040 -7%

建仓

CEFS EXCHANGE LISTED FDS TR

+$2.1K

100

建仓

SABA SABA CAPITAL INCOME & OPPORT

+$133

清仓

— SABA CAPITAL INCOME & OPPORT

-$130

0 -100%