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Fund moves

Winmark (WINA)Copeland Capital Management, LLC reduced its stake -3,468 shares

Copeland Capital Management, LLC reduced its stake in Winmark, per its Q4 2025 13F.

66K
Shares reported · -3,468 vs prior quarter
0.60%
Disclosed portfolio weight
$26.8M
Reported value
Holdings as of
Dec 31, 2025
Filed
Jan 29, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

    What came next

    1. Feb 18, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
    2. Apr 15, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors (and 1 more item)
    3. May 5, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On May 5, 2026, Lawrence A. Barbetta, a member of the Board of Directors (the “Board”) of Winmark Corporation (the “Company”) notified the Company that he will not stand for re-election at the Company’s Annual Meeting of Shareholders to be held on or about April 21, 2027, in accordance with the Company’s independent director term limits.”
    View the official recordSEC Form 13F-HR

    How to read SEC Form 13F-HR

    Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

    Full guide: What is an SEC Form 13F?

    What else is on file for Winmark

    For Winmark, OQRO holds 2 fund holdings reports (13F) dated in the last 90 days.

    These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its WINA page.

    How this filing works

    Other disclosures at Winmark

    Everything OQRO holds on this company is on its WINA page.

    This is one filing. OQRO holds the rest

    Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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    OQRO describes public disclosures and context calculated from them. It does not give personalized advice and does not recommend any transaction. How OQRO treats data