WINA Smart Money
Winmark Corporation
1W: -7.9%
1M: -6.2%
3M: -15.7%
YTD: -29.9%
1Y: -30.1%
3Y: -25.2%
5Y: +50.7%
$281.00
-1.29 (-0.46%)
Pre-Market: $281.50 (+0.50, +0.18%)
Weekly Expected Move ±6.7%
$242
$261
$280
$299
$317
Credit Risk of going bust: lower than 80% of companies Debt: 5.8% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.38 (down 99.5%), Winmark Corporation would be worth roughly what it owes.
Total debt $62.5M against a stock market value of $1.01B.
Distance to default 9.52 (Merton model): prices to 2026-10-27, balance sheet 2026-09-26, debt counted $30.0M (short-term plus half of long-term), stock volatility 38.0%; Altman Z'' 7.27. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.38 (down 99.5%), Winmark Corporation would be worth roughly what it owes.
Total debt $62.5M against a stock market value of $1.01B.
Distance to default 9.52 (Merton model): prices to 2026-10-27, balance sheet 2026-09-26, debt counted $30.0M (short-term plus half of long-term), stock volatility 38.0%; Altman Z'' 7.27. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026251
Institutions Holding
-12 vs prior
134.6%
Ownership
-0.62%
27
New
89
Increased
106
Reduced
33
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-22 | Gaudette Renae M. | officer: chief operating officer | S-Sale | 1,245 | $282.80 | $352K | Filing |
| 2026-10-22 | Gaudette Renae M. | officer: chief operating officer | S-Sale | 209 | $284.06 | $59K | Filing |
| 2026-10-22 | Gaudette Renae M. | officer: chief operating officer | S-Sale | 421 | $285.19 | $120K | Filing |
| 2026-03-04 | GRASSLE JENELE C | director | S-Sale | 3,900 | $475.80 | $1.9M | Filing |
| 2026-03-03 | Tomlinson Percy C Jr | director | S-Sale | 1,660 | $460.52 | $764K | Filing |
| 2025-11-21 | GRASSLE JENELE C | director | S-Sale | 2,400 | $420.87 | $1.0M | Filing |
| 2025-10-24 | Gaudette Renae M. | officer: chief operating officer | S-Sale | 1,100 | $415.43 | $457K | Filing |
| 2025-10-24 | Gaudette Renae M. | officer: chief operating officer | S-Sale | 100 | $435.62 | $44K | Filing |
| 2025-09-17 | Barbetta Lawrence A | director | S-Sale | 216 | $505.33 | $109K | Filing |
| 2025-09-17 | Barbetta Lawrence A | director | S-Sale | 636 | $504.91 | $321K | Filing |
| 2025-08-27 | HEFFES BRETT D | officer: chair and ceo | S-Sale | 1,985 | $454.95 | $903K | Filing |
| 2025-08-27 | HEFFES BRETT D | officer: chair and ceo | M-Option Exercise | 2,868 | $164.84 | $473K | Filing |
| 2025-08-27 | HEFFES BRETT D | officer: chair and ceo | M-Option Exercise | 1,390 | $143.87 | $200K | Filing |
| 2025-08-27 | HEFFES BRETT D | officer: chair and ceo | S-Sale | 1,186 | $454.03 | $538K | Filing |
| 2025-08-27 | HEFFES BRETT D | officer: chair and ceo | S-Sale | 1,630 | $452.72 | $738K | Filing |
| 2025-08-27 | HEFFES BRETT D | officer: chair and ceo | S-Sale | 170 | $451.76 | $77K | Filing |
| 2025-08-26 | HEFFES BRETT D | officer: chair and ceo | M-Option Exercise | 1,915 | $143.87 | $276K | Filing |
| 2025-08-26 | HEFFES BRETT D | officer: chair and ceo | S-Sale | 641 | $452.07 | $290K | Filing |
| 2025-08-26 | HEFFES BRETT D | officer: chair and ceo | S-Sale | 800 | $453.82 | $363K | Filing |
| 2025-08-26 | HEFFES BRETT D | officer: chair and ceo | S-Sale | 400 | $456.97 | $183K | Filing |
| 2025-08-26 | HEFFES BRETT D | officer: chair and ceo | S-Sale | 600 | $458.65 | $275K | Filing |
| 2025-08-26 | HEFFES BRETT D | officer: chair and ceo | M-Option Exercise | 526 | $164.84 | $87K | Filing |
| 2025-08-13 | SPRENGER GINA DECARO | director | P-Purchase | 250 | $410.77 | $103K | Filing |
| 2025-07-17 | HEFFES BRETT D | officer: chair and ceo | W-Will/Inheritance | 53 | $— | $0 | Filing |
| 2025-05-30 | Ishaug Anthony D | officer: chief financial officer | S-Sale | 300 | $423.13 | $127K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 489,771 | $207M | +23,394 | 2026-06-30 | Filing |
| NEUBERGER BERMAN GROUP LLC | 286,587 | $121M | +1,911 | 2026-06-30 | Filing |
| RENAISSANCE TECHNOLOGIES LLC | 204,412 | $86M | -1,463 | 2026-06-30 | Filing |
| FIRST TRUST ADVISORS LP | 175,481 | $74M | +25,112 | 2026-06-30 | Filing |
| AltraVue Capital, LLC | 172,363 | $73M | +10,500 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 139,932 | $59M | +2,110 | 2026-06-30 | Filing |
| STATE STREET CORP | 130,360 | $55M | +6,715 | 2026-06-30 | Filing |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 92,300 | $39M | -4,119 | 2026-06-30 | Filing |
| Fisher Asset Management, LLC | 92,208 | $39M | -3,162 | 2026-06-30 | Filing |
| Port Capital LLC | 86,767 | $37M | -11,419 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 86,022 | $36M | +4,705 | 2026-06-30 | Filing |
| Nine Ten Capital Management LLC | 83,671 | $35M | — | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 73,501 | $31M | -878 | 2026-06-30 | Filing |
| ALLIANCEBERNSTEIN L.P. | 62,878 | $27M | -12,544 | 2026-06-30 | Filing |
| Copeland Capital Management, LLC | 63,059 | $27M | -1,888 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 59,524 | $25M | +8,751 | 2026-06-30 | Filing |
| Select Equity Group, L.P. | 50,929 | $22M | +20,520 | 2026-06-30 | Filing |
| Rockefeller Capital Management L.P. | 42,145 | $18M | +11,615 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 38,050 | $16M | +2,643 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 36,718 | $16M | -33,300 | 2026-06-30 | Filing |