Winmark CORP (WINA) — Institutional Investor Activity (Q2 2026)

WINA ranks #2796 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

WINA is a disclosed holding of Jim Simons (Renaissance Technologies), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

WINA is a top-conviction position for Nine Ten Capital Management LLC — at 11.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in WINA belongs to BlackRock, Inc., but the position matters far more to Nine Ten Capital Management LLC, who has 11.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

GAMMA Investing LLC has added to its WINA position for two straight quarters, increasing it by $119.4K to reach $136.9K today.

State of Alaska, Department of Revenue has trimmed its WINA position for two straight quarters, cutting it by $658.0K while still holding $602.0K.

WINA is down 3.3% today, but institutions show net buying of $442.7M this quarter — a divergence between today's price move and the underlying institutional flow.

WINA posted net income of $40.7M over the trailing twelve months, and currently trades at a P/E of 25.5.

• Profitable — net income of $40.7M over the trailing twelve months
• Revenue grew 4.1% year over year
• Net income declined year over year, from $41.1M to $40.7M
• Generated $44.9M in positive operating cash flow
• Current ratio of 2.49x — enough short-term assets to cover short-term liabilities
• Total liabilities currently exceed total assets (negative shareholder equity)