WINMARK CORP

$WINA
13F holders
218
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 218 · Source: 13F-HR
01
Eads & Heald Wealth Management
02
Marshall & Sullivan Inc.
03
Willow Creek Wealth Management Inc.
04
Independent Investors Inc.
05
Lepercq Multi-Asset Fund
06
Axa S.a.
07
Fluent Financial, LLC
08
Port Capital LLC
09
Citizens Financial Group INC
10
State Street

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 218 13F holders · Pro →

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.

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.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $WINA lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $WINA — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:11 UTC.