WINSLOW ASSET MANAGEMENT INC

Long Only Manager

WINSLOW ASSET MANAGEMENT INC is a Long Only Manager based in Beachwood, OH led by Timothy Seth Goldberg, reporting $581.7M in AUM as of Q3 2025 with AAPL as the largest holding (8% allocation).

CEOTimothy Seth Goldberg

Portfolio Value: $532.7M
Positions: 74
Top Holding: AAPL at 7.86%
Last Reported: Q3 2025

Address3333 Richmond Rd #180, Beachwood, OH, 44122, United States

Top Holdings

Largest long holdings in WINSLOW ASSET MANAGEMENT INC's portfolio (44.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$41.9M	7.86%	-$671.5K Sold	0.00% 164.4K shares	≤ Q2 2013 Held for 12y 5m+
2 Oracle ORCL	Software - Infrastructure Technology	$31.5M	5.91%	-$3.5M Sold	0.00% 112.0K shares	≤ Q2 2013 Held for 12y 5m+
3 Pultegroup PHM	Residential Construction Consumer Cyclical	$30.3M	5.69%	-$1.3M Sold	0.12% 229.4K shares	≤ Q2 2013 Held for 12y 5m+
4 Tenet Healthcare THC	Medical - Care Facilities Healthcare	$24.5M	4.61%	-$1.3M Sold	0.14% 120.9K shares	≤ Q2 2013 Held for 12y 5m+
5 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$24.1M	4.53%	-$464.7K Sold	0.00% 31.6K shares	Q4 2014 Held for 10y 11m
6 JPMorgan Chase JPM	Banks - Diversified Financial Services	$20.0M	3.75%	-$814.4K Sold	0.00% 63.3K shares	≤ Q2 2013 Held for 12y 5m+
7 Teradyne, Inc. TER	Semiconductors Technology	$19.7M	3.70%	-$235.6K Sold	0.09% 143.1K shares	≤ Q2 2013 Held for 12y 5m+
8 Tetra Tech TTEK	Engineering & Construction Industrials	$14.8M	2.77%	-$172.3K Sold	0.17% 442.7K shares	≤ Q2 2013 Held for 12y 5m+
9 Uber Technologies UBER	Software - Application Technology	$14.7M	2.77%	-$209.6K Sold	0.01% 150.5K shares	Q2 2020 Held for 5y 5m
10 Charles Schwab Corporation SCHW	Financial - Capital Markets Financial Services	$14.7M	2.76%	-$573.4K Sold	0.01% 154.1K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WINSLOW ASSET MANAGEMENT INC's latest filing

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Market Value

$532.7M

Prior: $495.5M

Q/Q Change

+7.51%

+$37.2M

Net Flows % of MV

-1.0%

Turnover Ratio

1.83%

New Purchases

1 stocks

$6.2M

Added To

18 stocks

+$807.2K

Sold Out Of

1 stocks

$109.5K

Reduced Holdings

47 stocks

-$12.2M

Increased Positions

Position	Shares Δ	Change
1 Chewy CHWY	New	0 → 152.6K +$6.2M
2 Berkshire Hathaway BRK.B	+8.35%	1.6K → 1.8K +$67.9K
3 Johnson & Johnson JNJ	+2.89%	30.6K → 31.5K +$164.1K
4 Synovus Financial SNV	+2.78%	13.3K → 13.7K +$18.2K
5 Hudson Pacific Properties HPP	+2.62%	57.1K → 58.6K +$4.1K

Decreased Positions

Position	Shares Δ	Change
1 Alight ALIT	Sold	19.4K → 0 −$109.5K
2 Ambarella AMBA	-31.93%	4.0K → 2.7K −$106.0K
3 Alphabet Inc. GOOGL	-23.02%	1.3K → 1.0K −$72.9K
4 Visa V	-13.07%	2.3K → 2.0K −$100.4K
5 Colgate-Palmolive CL	-12.5%	4.0K → 3.5K −$40.0K