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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 14 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 TROX TRONOX HOLDINGS PLC Basic Materials 33,304.0 $325K 0.01% +19K +136.2% $9.77 -24.3%
262 BMBL BUMBLE INC Technology 99,800.0 $325K 0.01% +84K +531.6% $3.26 -9.2%
263 UPS UNITED PARCEL SVCS INC Industrials 3,275.0 $322K 0.01% +971.0 +42.1% $98.38 +6.6%
264 CIM CHIMERA INVT CORP Real Estate 25,656.0 $322K 0.01% +13K +107.7% $12.55 +5.8%
265 BCS BARCLAYS PLC Financial Services 14,900.0 $315K 0.01% +1K +9.6% $21.16 +24.3%
266 ROK ROCKWELL AUTOMATION INC Industrials 877.0 $315K 0.01% +195.0 +28.6% $358.88 +32.0%
267 BGS B & G FOODS INC Consumer Defensive 64,416.0 $310K 0.01% +36K +126.8% $4.81 -19.1%
268 KEY KEYCORP Financial Services 13,660.0 $274K 0.01% +4K +39.9% $20.05 +12.7%
269 AUDC AUDIOCODES LTD Technology 32,531.0 $274K 0.01% +13K +62.6% $8.41 +8.3%
270 LTRX LANTRONIX INC Technology 51,522.0 $270K 0.01% +26K +104.2% $5.24 +26.7%
271 CRMD CORMEDIX INC Healthcare 38,338.0 $260K 0.01% +16K +74.0% $6.79 +27.7%
272 THRY THRYV HLDGS INC Communication Services 94,272.0 $258K 0.01% +55K +141.7% $2.74 +27.7%
273 AVNW AVIAT NETWORKS INC Technology 11,358.0 $257K 0.01% +1K +10.4% $22.61 -11.4%
274 WRBY WARBY PARKER INC Healthcare 11,900.0 $251K 0.01% +1K +10.2% $21.07 +15.0%
275 TDOC TELADOC HEALTH INC Healthcare 45,200.0 $246K 0.01% +12K +35.7% $5.45 +48.1%
276 CRNT CERAGON NETWORKS LTD Technology 113,475.0 $245K 0.01% +16K +16.0% $2.16 +25.0%
277 CRNC CERENCE INC Technology 38,500.0 $243K 0.01% +23K +151.6% $6.31 +70.7%
278 INSP INSPIRE MED SYS INC Healthcare 4,200.0 $217K 0.01% +100.0 +2.4% $51.58 -17.4%
279 TDAY USA TODAY CO INC Communication Services 24,700.0 $174K 0.01% +842.0 +3.5% $7.05 +11.8%
280 GSBD GOLDMAN SACHS BDC INC Financial Services 19,100.0 $170K 0.01% +500.0 +2.7% $8.88 +4.8%
Page 14 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%