🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Winmark Corporation

WINA Consumer Discretionary
$332.52 $-3.15 (-0.94%)
Market Cap: $1.19 B
Gurus Holding
5
Popularity Rank
#2047
% of Shares Held
8.98%
Net Activity (Q1 2026)
-$6.28 M

Guru Ownership Trend

Guru Analysis for Winmark Corporation (WINA)

Winmark Corporation (WINA), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $107.24 M.

Top institutional holders include Renaissance Technologies (RenTech) and Ken Fisher.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $6.28 M net outflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position. Conversely, Lee Ainslie reduced exposure by 78.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$4.05 M
Total Buy Value
New Buys 1
Additions 0
-$10.33 M
Total Sell Value
Reductions 4
Sold Out 4

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
8
Net Buyers
1

FAQs for Winmark Corporation (WINA)

Major holders include Renaissance Technologies (RenTech) ($88.02 M), Ken Fisher ($40.78 M), Cliff Asness ($4.4 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 322,512 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $6.28 M, with 1 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 4 fully exited WINA. The total reported sell value was $10.33 M.

Yes, 1 managers opened new positions in WINA, and 0 increased their existing holdings. The total reported buy value was $4.05 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.14% Reduce -1.1% 205,875 $88.02 M Q1 2026
0.01% Reduce -8.9% 95,370 $40.78 M Q1 2026
0.00% Reduce -15.6% 10,284 $4.4 M Q1 2026
0.02% New Buy 9,477 $4.05 M Q1 2026
0.01% Reduce -78.3% 1,506 $643,890 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form