Winmill & Co. Inc Portfolio Changes in Q2 2026

Winmill & Co. Inc's portfolio saw significant adjustments this quarter as indicated by the disclosure filing. The investor, known for active management of its holdings, made several notable transactions impacting their overall allocation.

Observing substantial buying momentum in Q2 2026 were positions like WSM, which experienced a massive increase of over 1,100% (change_percent_from_prior_period: 11067.0). Similarly, URI saw its share count rise by approximately 8,655%, and both PGR (with a 7776.5% increase) and MSFT showed significant percentage gains of around 4,932%. The addition of shares in AMP, a large buy with a 100% increase from the prior period, further highlights strategic acquisitions.

Conversely, Winmill & Co. Inc demonstrated strong selling activity during this quarter. The most significant exit was SELF, where shares decreased by 51.79%. Another major sale occurred in STLD with a staggering -99.5% change, effectively removing this stock from the portfolio except for minor residual holdings noted elsewhere (symbol: STLD). The investor also sold shares of DDS, resulting in an almost 100% reduction (-98.84%). These actions suggest a shift away from certain sectors or specific companies.

Additionally, the investor noted changes in other holdings like PGR, which also saw a large increase (7776.5%) alongside smaller adjustments elsewhere. The sale of SELF and STLD represents a significant portion of the portfolio turnover, while the purchase of WSM indicates a major allocation shift towards that stock.

While these changes represent substantial activity, it's important to note that other holdings remained static (change_percent_from_prior_period: 0) or showed smaller variations not classified as 'significant buys' or 'significant sells'. The overall portfolio turnover rate is influenced by these key transactions highlighted in the changed_holdings data.

For a more detailed view of Winmill & Co. Inc's entire portfolio holdings and their allocation percentages, please refer to the top holdings section available on Insider Set. The complete list of changes observed during this period can be explored through the investor's disclosure data.