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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 26  ·  512 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AMPY AMPLIFY ENERGY CORP NEW Energy 99,948.0 $624K 0.02% NEW $6.24 -33.8%
262 CLSK CLEANSPARK INC Technology 73,200.0 $623K 0.02% NEW $8.51 +102.6%
263 TEX TEREX CORP NEW Industrials 10,500.0 $621K 0.02% NEW $59.10 +13.1%
264 BKR BAKER HUGHES COMPANY Energy 9,942.0 $607K 0.02% NEW $61.05 -4.3%
265 ARW ARROW ELECTRS INC Technology 4,198.0 $602K 0.02% NEW $143.41 +62.3%
266 MAREX GROUP PLC 13,474.0 $601K 0.02% NEW $44.58
267 MOD MODINE MFG CO Consumer Cyclical 2,700.0 $585K 0.02% NEW $216.71 +37.2%
268 HEI HEICO CORP NEW Industrials 2,120.0 $581K 0.02% NEW $274.20 +22.9%
269 UNILEVER PLC 10,200.0 $581K 0.02% NEW $56.97
270 FDX FEDEX CORP Industrials 1,614.0 $575K 0.02% NEW $356.18 -8.4%
271 KMX CARMAX INC Consumer Cyclical 13,803.0 $574K 0.02% NEW $41.58 +29.1%
272 DXC DXC TECHNOLOGY CO Technology 45,311.0 $570K 0.02% NEW $12.57 -31.6%
273 SEANERGY MARITIME HLDGS CORP 44,003.0 $568K 0.02% NEW $12.91
274 BLK BLACKROCK INC Financial Services 588.0 $565K 0.02% NEW $961.71 +9.2%
275 NESR NATIONAL ENERGY SERVICES REU Energy 26,300.0 $565K 0.02% NEW $21.47 +14.3%
276 OR OR ROYALTIES INC Basic Materials 14,606.0 $555K 0.02% NEW $38.02 -8.3%
277 ARGX ARGENX SE Healthcare 760.0 $555K 0.02% NEW $730.25 +20.2%
278 ONTO ONTO INNOVATION INC Technology 2,696.0 $553K 0.02% NEW $205.07 +62.8%
279 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 65,593.0 $541K 0.02% NEW $8.25 +3.6%
280 PRGO PERRIGO CO PLC Healthcare 49,500.0 $532K 0.02% NEW $10.74 -4.6%
Page 14 of 26  ·  512 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%