Filed: 8/6/2026ACC: 0001286534-26-000003
📋 What this filing means
WINSLOW ASSET MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $575.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$575.1K
Total AUM (reported)
5.67M
Total Shares
Allocation by class
COM$575.1K100.0%
Portfolio Concentration
Top 3$134.9K23.5%
4–10$132.6K23.1%
11–25$166.4K28.9%
Rest$141.2K24.5%
Top 3 weight
23.5%
Top 10 weight
46.5%
Voting Authority Distribution
Total shares with voting rights: 5.67M
Sole
Full voting authority
5.67M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole82
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings82
Rows:
TERADYNE INC COM
SOLEShares118.26K
TypeSH
Market value$57.2K
9.95%
Sole
118.26K
Shared
0.00
None
0.00
APPLE COMPUTER
SOLEShares150.64K
TypeSH
Market value$43.6K
7.58%
Sole
150.64K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares28.43K
TypeSH
Market value$34.1K
5.93%
Sole
28.43K
Shared
0.00
None
0.00
PULTEGROUP INC
SOLEShares213.85K
TypeSH
Market value$29.3K
5.10%
Sole
213.85K
Shared
0.00
None
0.00
TENET HEALTHCARE
SOLEShares114.40K
TypeSH
Market value$21.4K
3.72%
Sole
114.40K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares59.01K
TypeSH
Market value$19.3K
3.36%
Sole
59.01K
Shared
0.00
None
0.00
NORDSON CORP
SOLEShares54.46K
TypeSH
Market value$16.4K
2.86%
Sole
54.46K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares109.36K
TypeSH
Market value$16.0K
2.79%
Sole
109.36K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares102.98K
TypeSH
Market value$15.1K
2.62%
Sole
102.98K
Shared
0.00
None
0.00
CISCO SYSTEMS INC
SOLEShares127.76K
TypeSH
Market value$15.0K
2.61%
Sole
127.76K
Shared
0.00
None
0.00
KAISER ALUMINUM CORP
SOLEShares71.83K
TypeSH
Market value$14.1K
2.44%
Sole
71.83K
Shared
0.00
None
0.00
BEAZER HOMES USA INC
SOLEShares483.97K
TypeSH
Market value$13.6K
2.36%
Sole
483.97K
Shared
0.00
None
0.00
SCHWAB AB CHARLES CORP NEW COM
SOLEShares147.07K
TypeSH
Market value$13.6K
2.36%
Sole
147.07K
Shared
0.00
None
0.00
TETRA TECH INC
SOLEShares437.31K
TypeSH
Market value$12.6K
2.20%
Sole
437.31K
Shared
0.00
None
0.00
INTERNATIONAL BUS MACH COM
SOLEShares43.24K
TypeSH
Market value$12.2K
2.11%
Sole
43.24K
Shared
0.00
None
0.00
EATON CORP PLC F
SOLEShares27.40K
TypeSH
Market value$11.7K
2.03%
Sole
27.40K
Shared
0.00
None
0.00
MOELIS & COMPANY
SOLEShares164.92K
TypeSH
Market value$10.8K
1.88%
Sole
164.92K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares147.80K
TypeSH
Market value$10.7K
1.85%
Sole
147.80K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares31.43K
TypeSH
Market value$10.6K
1.85%
Sole
31.43K
Shared
0.00
None
0.00
MERCK & CO. INC.
SOLEShares82.57K
TypeSH
Market value$10.6K
1.84%
Sole
82.57K
Shared
0.00
None
0.00
BOEING
SOLEShares45.46K
TypeSH
Market value$9.8K
1.71%
Sole
45.46K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares15.51K
TypeSH
Market value$9.8K
1.71%
Sole
15.51K
Shared
0.00
None
0.00
EOG RESOURCES INC
SOLEShares71.41K
TypeSH
Market value$9.3K
1.61%
Sole
71.41K
Shared
0.00
None
0.00
LINDE PLC COM
SOLEShares16.80K
TypeSH
Market value$8.7K
1.52%
Sole
16.80K
Shared
0.00
None
0.00
SIMON PPTY GROUP NEW COM
SOLEShares37.63K
TypeSH
Market value$8.4K
1.46%
Sole
37.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TERADYNE INC COMSOLE | COM | 118.26K | SH | $57.2K 9.95% | 118.26K | 0.00 | 0.00 |
APPLE COMPUTERSOLE | COM | 150.64K | SH | $43.6K 7.58% | 150.64K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 28.43K | SH | $34.1K 5.93% | 28.43K | 0.00 | 0.00 |
PULTEGROUP INCSOLE | COM | 213.85K | SH | $29.3K 5.10% | 213.85K | 0.00 | 0.00 |
TENET HEALTHCARESOLE | COM | 114.40K | SH | $21.4K 3.72% | 114.40K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 59.01K | SH | $19.3K 3.36% | 59.01K | 0.00 | 0.00 |
NORDSON CORPSOLE | COM | 54.46K | SH | $16.4K 2.86% | 54.46K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 109.36K | SH | $16.0K 2.79% | 109.36K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 102.98K | SH | $15.1K 2.62% | 102.98K | 0.00 | 0.00 |
CISCO SYSTEMS INCSOLE | COM | 127.76K | SH | $15.0K 2.61% | 127.76K | 0.00 | 0.00 |
KAISER ALUMINUM CORPSOLE | COM | 71.83K | SH | $14.1K 2.44% | 71.83K | 0.00 | 0.00 |
BEAZER HOMES USA INCSOLE | COM | 483.97K | SH | $13.6K 2.36% | 483.97K | 0.00 | 0.00 |
SCHWAB AB CHARLES CORP NEW COMSOLE | COM | 147.07K | SH | $13.6K 2.36% | 147.07K | 0.00 | 0.00 |
TETRA TECH INCSOLE | COM | 437.31K | SH | $12.6K 2.20% | 437.31K | 0.00 | 0.00 |
INTERNATIONAL BUS MACH COMSOLE | COM | 43.24K | SH | $12.2K 2.11% | 43.24K | 0.00 | 0.00 |
EATON CORP PLC FSOLE | COM | 27.40K | SH | $11.7K 2.03% | 27.40K | 0.00 | 0.00 |
MOELIS & COMPANYSOLE | COM | 164.92K | SH | $10.8K 1.88% | 164.92K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 147.80K | SH | $10.7K 1.85% | 147.80K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 31.43K | SH | $10.6K 1.85% | 31.43K | 0.00 | 0.00 |
MERCK & CO. INC.SOLE | COM | 82.57K | SH | $10.6K 1.84% | 82.57K | 0.00 | 0.00 |
BOEINGSOLE | COM | 45.46K | SH | $9.8K 1.71% | 45.46K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 15.51K | SH | $9.8K 1.71% | 15.51K | 0.00 | 0.00 |
EOG RESOURCES INCSOLE | COM | 71.41K | SH | $9.3K 1.61% | 71.41K | 0.00 | 0.00 |
LINDE PLC COMSOLE | COM | 16.80K | SH | $8.7K 1.52% | 16.80K | 0.00 | 0.00 |
SIMON PPTY GROUP NEW COMSOLE | COM | 37.63K | SH | $8.4K 1.46% | 37.63K | 0.00 | 0.00 |
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