Winmark
WINA
About: Winmark Corp is a franchisor of value-oriented retail store concepts that buy, sell, and trade gently used merchandise. The company has one reportable segment including Franchising and one non-reportable segment Leasing. The franchising segment franchises value-oriented retail store that buys, sell, trade, and consign merchandise as well as provide strategic consulting services relating to franchising. The leasing segment includes middle-market equipment leasing business and small-ticket financing business. It generates a majority of its revenue from the Franchising segment.
Employees: 89
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
69% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 26
33% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 60
30% more capital invested
Capital invested by funds: $857M [Q1] → $1.11B (+$253M) [Q2]
9% more funds holding
Funds holding: 194 [Q1] → 211 (+17) [Q2]
7.07% more ownership
Funds ownership: 76.14% [Q1] → 83.21% (+7.07%) [Q2]
33% less funds holding in top 10
Funds holding in top 10: 3 [Q1] → 2 (-1) [Q2]
Financial journalist opinion