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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 5 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FDS FACTSET RESH SYS INC Financial Services 19,039.0 $4.1M 0.14% +1K +6.2% $216.99 +2.0%
82 GLNG GOLAR LNG LTD Energy 74,600.0 $4.0M 0.14% +59K +365.6% $54.11 -8.3%
83 Z ZILLOW GROUP INC Communication Services 96,448.0 $4.0M 0.14% +27K +38.1% $41.38 -22.6%
84 TFC TRUIST FINL CORP Financial Services 84,905.0 $3.9M 0.14% +14K +20.4% $45.97 +5.1%
85 GOOGL ALPHABET INC Communication Services 13,458.0 $3.9M 0.14% +9K +239.8% $287.56 +28.0%
86 SHAK SHAKE SHACK INC Consumer Cyclical 43,636.0 $3.9M 0.14% +28K +184.2% $88.47 -33.2%
87 RITM RITHM CAPITAL CORP Real Estate 402,214.0 $3.8M 0.13% +218K +118.4% $9.48 -3.1%
88 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 246,871.0 $3.7M 0.13% +230K +1378.4% $15.05 +9.8%
89 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 10,840.0 $3.7M 0.13% +9K +545.2% $337.95 +36.7%
90 AUGO AURA MINERALS INC Basic Materials 44,855.0 $3.7M 0.13% +6K +16.3% $81.60 -22.1%
91 AEM AGNICO EAGLE MINES LTD Basic Materials 17,546.0 $3.6M 0.12% +13K +250.9% $202.98 -17.9%
92 DAL DELTA AIR LINES INC Industrials 52,869.0 $3.5M 0.12% +33K +171.1% $66.48 +26.6%
93 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 55,080.0 $3.5M 0.12% +47K +598.0% $62.70 +30.5%
94 CHTR CHARTER COMMUNICATIONS INC Communication Services 15,723.0 $3.4M 0.12% +13K +475.5% $215.88 -41.5%
95 UUUU ENERGY FUELS INC Energy 184,103.0 $3.4M 0.12% +26K +16.1% $18.25 -9.3%
96 VIR VIR BIOTECHNOLOGY INC Healthcare 367,883.0 $3.3M 0.12% +179K +94.3% $8.96 +2.2%
97 HAS HASBRO INC Consumer Cyclical 35,151.0 $3.3M 0.12% +29K +501.6% $93.60 -9.5%
98 NWN NORTHWEST NAT HLDG CO Utilities 59,480.0 $3.2M 0.11% +6K +12.0% $53.22 -7.9%
99 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 38,897.0 $3.1M 0.11% +33K +576.7% $80.56 -25.4%
100 CSGS CSG SYS INTL INC Technology 39,191.0 $3.1M 0.11% +4K +10.3% $79.94 +0.9%
Page 5 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%