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The company

Winmark Corporation

WINA · Nasdaq

Consumer DiscretionaryRetail — SpecialtyNot moving yet

WINA stood above a rising 150-day average in 10 of the last 52 weekly readings, and has been out of that trend for the last 32 weeks. It is 16.1% below that average now. Retail — Specialty: 28% of its 106 stocks in an uptrend (±0 points in four weeks); Consumer Discretionary: 27% (+1 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 32
Industry in uptrend
28% 0 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$6.8M
Officials’ trades on record
5
Institutions holding
202 (-9)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 10 of 52 weeks.

21 Apr – 20 Oct
23%31%39%Apr 26Jun 26Jul 26Sep 26Oct 26

Retail — Specialty: A minority of its stocks are in an uptrend and the share has held steady. Consumer Discretionary: A minority of its stocks are in an uptrend and the share has held steady.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$7.2M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

5 disclosed lines: House 1, Senate 0, executive 4; 2 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k15 May 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k30 Apr 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k30 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$15k–$50k4 Mar 2026filed 14 May 2026
Thomas MacArthur House: U.S. House ClerkNJ03bought$15k–$50k7 Jun 2018filed 10 Jul 2018

Insiders

Buy orders, 12 months0
Sale orders, 12 months4
Buyers · sellers0 · 3
WhoDidSharesTraded
Jenele C. GrassleDirectorsold3,900at $475.804 Mar 2026filed 5 Mar 2026
Percy C. Tomlinson, Jr.Directorsold1,660at $460.523 Mar 2026filed 3 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders202-9 on the quarter
New · exited28 · 36
Reported value$1.4B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 2026489,771$207.2M+23,394+5.0%
NEUBERGER BERMAN GROUP LLCadded · filed 13 Aug 2026286,587$121.2M+1,911+0.7%
RENAISSANCE TECHNOLOGIES LLCreduced · filed 13 Aug 2026204,412$86.5M-1,463−0.7%
FIRST TRUST ADVISORS LPadded · filed 11 Aug 2026175,481$74.2M+25,112+16.7%
AltraVue Capital, LLCadded · filed 13 Aug 2026172,363$72.9M+10,500+6.5%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026139,932$59.2M+2,110+1.5%
STATE STREET CORPadded · filed 7 Aug 2026130,360$55.2M+6,715+5.4%
JACOBS LEVY EQUITY MANAGEMENT, INCreduced · filed 14 Aug 202692,300$39.1M-4,119−4.3%
Fisher Asset Management, LLCreduced · filed 4 Aug 202692,208$39.0M-3,162−3.3%
Port Capital LLCreduced · filed 14 Aug 202686,767$36.7M-11,419−11.6%
31 Mar 2023 – 30 Jun 2026
111159207Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Percy C. Tomlinson Jr. Company insiderDirector · last 1 Jul 20262 · 1
Amy C. Becker Company insiderDirector · last 1 Jun 20260 · 0
Anthony D. Ishaug Company insiderCHIEF FINANCIAL OFFICER · last 1 Jun 20261 · 16
Brett D. Heffes Company insiderCHAIR AND CEO · last 1 Jun 20265 · 42
Gina Decaro Sprenger Company insiderDirector · last 1 Jun 20261 · 0
Keith Credendino Company insiderDirector · last 1 Jun 20260 · 0
Lawrence A. Barbetta Company insiderDirector · last 1 Jun 20260 · 16
Lisa Schurke Hake Company insiderCHIEF MARKETING OFFICER · last 1 Jun 20260 · 0
Philip Irving Smith Company insiderDirector · last 1 Jun 20260 · 0
Renae M. Gaudette Company insiderCHIEF OPERATING OFFICER · last 1 Jun 20260 · 4
Stephanie S. Hoppe Company insiderDirector · last 1 Jun 20260 · 0
Donald J. Trump Executive branchWhite House Office · last 15 May 20262 · 2

Same industry

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 27 Dec 202596.4%
Operating profit marginFY 2025 · to 27 Dec 202563.4%
Free cash flow marginFY 2025 · to 27 Dec 202551.9%
Cash conversionFY 2025 · to 27 Dec 2025108%
Share count trendFY 2025 · to 23 Feb 20260.0%
Cash and equivalentsFY 2025 · to 27 Dec 2025$10.3M
Free cash flowFY 2025 · to 27 Dec 2025$44.7M

Analyst forecasts

No analyst forecasts yet.