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Portfolio (Quarterly) Guide ↗

WINTON GROUP Ltd

· CIK 0001612063
13F Portfolio $2.9B AUM 1,080 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 512 New 287 Added 262 Reduced 343 Exited
Page 13 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 UNFI UNITED NAT FOODS INC Consumer Defensive 10,838.0 $488K 0.02% +478.0 +4.6% $45.06 +14.8%
242 LPX LOUISIANA PAC CORP Basic Materials 6,612.0 $481K 0.02% +4K +126.5% $72.75 +6.6%
243 WVE WAVE LIFE SCIENCES LTD Healthcare 65,045.0 $472K 0.02% +50K +342.5% $7.25 -17.9%
244 LILAK LIBERTY LATIN AMERICA LTD Communication Services 53,400.0 $471K 0.02% +33K +158.0% $8.82 -45.7%
245 FSM FORTUNA MNG CORP Basic Materials 46,200.0 $459K 0.02% +17K +57.1% $9.93 -6.7%
246 NTAP NETAPP INC Technology 4,259.0 $436K 0.01% +2K +75.0% $102.39 +56.0%
247 SB SAFE BULKERS INC Industrials 67,049.0 $424K 0.01% +37K +124.4% $6.33 +5.8%
248 XPLR INFRASTRUCTURE LP 39,800.0 $423K 0.01% +19K +90.1% $10.62
249 FNF FIDELITY NATL FINL INC Financial Services 9,052.0 $420K 0.01% +4K +87.8% $46.38 +0.9%
250 KVYO KLAVIYO INC Technology 21,320.0 $415K 0.01% +5K +34.3% $19.46 -31.9%
251 OAKTREE SPECIALTY LENDING 36,516.0 $413K 0.01% +20K +124.0% $11.30
252 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,659.0 $407K 0.01% +1K +93.5% $153.10 -27.0%
253 KROS KEROS THERAPEUTICS INC Healthcare 36,433.0 $402K 0.01% +15K +68.8% $11.04 -3.5%
254 LIBERTY GLOBAL LTD 32,300.0 $391K 0.01% +6K +25.2% $12.09
255 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 11,266.0 $381K 0.01% +2K +20.0% $33.85 +28.2%
256 HBM HUDBAY MINERALS INC Basic Materials 18,000.0 $376K 0.01% +6K +48.8% $20.90 +32.0%
257 CTGO CONTANGO SILVER & GOLD INC Basic Materials 19,928.0 $374K 0.01% +2K +13.3% $18.75 -9.4%
258 PGR PROGRESSIVE CORP Financial Services 1,884.0 $373K 0.01% +911.0 +93.6% $198.24 +3.3%
259 HDSN HUDSON TECHNOLOGIES INC Basic Materials 58,528.0 $344K 0.01% +25K +76.8% $5.88 -0.0%
260 CGEN COMPUGEN LTD Healthcare 156,496.0 $333K 0.01% +101K +184.2% $2.13 -5.6%
Page 13 of 15  ·  287 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 18.6%
Financial Services 15.4%
Industrials 14.2%
Healthcare 11.5%
Consumer Cyclical 10.9%
Energy 5.9%
Communication Services 5.6%
Consumer Defensive 5.2%
Basic Materials 5.0%
Utilities 4.2%