WINSLOW ASSET MANAGEMENT INC

Est. AUM

$514.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE COMPUTER	COM	$39.5M	155743	7.68%	SOLE
2	TERADYNE INC COM	COM	$39.4M	132901	7.65%	SOLE
3	ELI LILLY & CO	COM	$26.7M	29022	5.19%	SOLE
4	PULTEGROUP INC	COM	$25.7M	218276	4.99%	SOLE
5	TENET HEALTHCARE	COM	$21.7M	114981	4.22%	SOLE
6	JPMORGAN CHASE & CO	COM	$17.7M	60130	3.44%	SOLE
7	ORACLE CORP	COM	$16.0M	108537	3.10%	SOLE
8	NORDSON CORP	COM	$14.6M	54998	2.84%	SOLE
9	TAPESTRY INC	COM	$14.3M	101486	2.78%	SOLE
10	SCHWAB AB CHARLES CORP NEW COM	COM	$13.9M	148074	2.70%	SOLE
11	TETRA TECH INC	COM	$13.0M	432538	2.53%	SOLE
12	UBER TECHNOLOGIES INC	COM	$10.6M	147833	2.07%	SOLE
13	INTERNATIONAL BUS MACH COM	COM	$10.5M	43400	2.04%	SOLE
14	EOG RESOURCES INC	COM	$10.5M	72475	2.04%	SOLE
15	MERCK & CO. INC.	COM	$10.0M	83013	1.94%	SOLE
16	CISCO SYSTEMS INC	COM	$10.0M	128535	1.94%	SOLE
17	EATON CORP PLC F	COM	$9.9M	27629	1.92%	SOLE
18	AMERICAN EXPRESS CO	COM	$9.6M	31700	1.86%	SOLE
19	MOELIS & COMPANY	COM	$9.4M	164908	1.83%	SOLE
20	BEAZER HOMES USA INC	COM	$9.3M	482343	1.80%	SOLE
21	ULTA BEAUTY INC.	COM	$9.0M	17156	1.74%	SOLE
22	KAISER ALUMINUM CORP	COM	$8.9M	74003	1.73%	SOLE
23	DEERE & CO	COM	$8.7M	15531	1.70%	SOLE
24	BOEING	COM	$8.7M	43606	1.69%	SOLE
25	SLB	COM	$8.7M	168586	1.68%	SOLE
26	LINDE PLC COM	COM	$8.4M	16865	1.62%	SOLE
27	GATX CORP	COM	$8.0M	46698	1.55%	SOLE
28	JOHNSON & JOHNSON	COM	$7.6M	31268	1.48%	SOLE
29	LULULEMON ATHLETICA	COM	$7.4M	48091	1.43%	SOLE
30	AMGEN INC.	COM	$7.3M	20881	1.43%	SOLE
31	WELLS FARGO & CO	COM	$7.3M	91656	1.42%	SOLE
32	SIMON PPTY GROUP NEW COM	COM	$7.2M	38809	1.41%	SOLE
33	CARLYLE GROUP INC	COM	$7.0M	145118	1.36%	SOLE
34	STERIS PLC F	COM	$7.0M	31501	1.35%	SOLE
35	WALT DISNEY CO COM	COM	$6.8M	70504	1.32%	SOLE
36	BIO-RAD LABORATORIES	COM	$6.7M	24169	1.31%	SOLE
37	COHEN & STEERS INC	COM	$6.3M	100682	1.22%	SOLE
38	VERRA MOBILITY CORP	COM	$5.3M	369857	1.03%	SOLE
39	COMCAST CORP COM CL A	COM	$4.7M	162698	0.91%	SOLE
40	SKYWORKS SOLUTIONS	COM	$4.3M	80377	0.84%	SOLE
41	CHEWY INC CL A	COM	$4.2M	156257	0.82%	SOLE
42	ESTEE LAUDER COS INC COM	COM	$3.7M	50905	0.71%	SOLE
43	LOEWS CORP COM	COM	$3.6M	33402	0.69%	SOLE
44	WEYERHAEUSER CO COM	COM	$3.3M	133457	0.63%	SOLE
45	KENVUE INC	COM	$2.9M	166590	0.56%	SOLE
46	CHEVRON CORP	COM	$2.2M	10792	0.43%	SOLE
47	HILTON GRAND VACATIONS I	COM	$2.1M	54706	0.42%	SOLE
48	EXXON CORP COM	COM	$1.1M	6706	0.22%	SOLE
49	PROGRESSIVE CORP OHIO COM	COM	$1.0M	5225	0.20%	SOLE
50	MICROSOFT CORP COM	COM	$944K	2551	0.18%	SOLE

1–50 of 80

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.