WINMARK CORP

$WINA
Smart money positioned

5 of the Top-200 alpha managers hold $WINA as of the latest 13F snapshot.

13F holders
218
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

5 holders · Q1 2026

$WINA is held by 5 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.03%, with an average of 0.01% of portfolio. Largest holder: WINTON GROUP Ltd at 0.03%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 218 · Source: 13F-HR
01
Eads & Heald Wealth Management
0.14% of portfolio
205,875 sh
02
Marshall & Sullivan Inc.
0.18% of portfolio
192,838 sh
03
Willow Creek Wealth Management Inc.
12.29% of portfolio
167,342 sh
04
Independent Investors Inc.
0.05% of portfolio
150,369 sh
05
Lepercq Multi-Asset Fund
0.62% of portfolio
129,894 sh
06
Axa S.a.
123,645 sh
07
Fluent Financial, LLC
1.87% of portfolio
98,186 sh
08
Port Capital LLC
2.04% of portfolio
98,118 sh
09
Citizens Financial Group INC
0.01% of portfolio
95,370 sh
10
State Street
83,822 sh
See all 218 13F holders · Pro →

Insider activity · last 90 days

24 transactions · 6 filers
21 Nov 2025
Grassle Jenele C
▼ SOLD
2,400
$420.87
S
24 Oct 2025
Gaudette Renae M.
▼ SOLD
1,100
$415.43
S
24 Oct 2025
Gaudette Renae M.
▼ SOLD
100
$435.62
S
17 Sep 2025
Barbetta Lawrence A
▼ SOLD
636
$504.91
S
17 Sep 2025
Barbetta Lawrence A
▼ SOLD
216
$505.33
S
27 Aug 2025
Heffes Brett D
▼ SOLD
170
$451.76
S
27 Aug 2025
Heffes Brett D
▼ SOLD
1,630
$452.72
S
27 Aug 2025
Heffes Brett D
▼ SOLD
1,186
$454.03
S
27 Aug 2025
Heffes Brett D
▼ SOLD
1,985
$454.95
S
26 Aug 2025
Heffes Brett D
▼ SOLD
641
$452.07
S
26 Aug 2025
Heffes Brett D
▼ SOLD
800
$453.82
S
26 Aug 2025
Heffes Brett D
▼ SOLD
400
$456.97
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $WINA in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:02 UTC.