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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 18 of 26  ·  512 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MKSI MKS INC Technology 1,600.0 $368K 0.01% NEW $229.81 +76.8%
342 KRP KIMBELL RTY PARTNERS LP Energy 25,400.0 $368K 0.01% NEW $14.47 +2.1%
343 RCAT RED CAT HLDGS INC Technology 27,700.0 $363K 0.01% NEW $13.09 -12.6%
344 CDP COPT DEFENSE PROPERTIES Real Estate 11,816.0 $362K 0.01% NEW $30.60 +9.5%
345 FET FORUM ENERGY TECHNOLOGIES IN Energy 6,134.0 $360K 0.01% NEW $58.66 -12.2%
346 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,660.0 $360K 0.01% NEW $135.23 -5.2%
347 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 21,300.0 $356K 0.01% NEW $16.70 +6.6%
348 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3,900.0 $353K 0.01% NEW $90.42 -3.6%
349 GRMN GARMIN LTD Technology 1,516.0 $352K 0.01% NEW $232.01 +0.9%
350 OCFC OCEANFIRST FINL CORP Financial Services 19,200.0 $346K 0.01% NEW $18.04 -0.1%
351 ENOV ENOVIS CORPORATION Industrials 15,200.0 $346K 0.01% NEW $22.75 -3.4%
352 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 5,993.0 $340K 0.01% NEW $56.77 -8.8%
353 RRX REGAL REXNORD CORPORATION Industrials 1,808.0 $339K 0.01% NEW $187.26 +21.1%
354 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,164.0 $338K 0.01% NEW $290.49 -3.5%
355 CLX CLOROX CO DEL Consumer Defensive 3,262.0 $338K 0.01% NEW $103.63 -7.6%
356 PRTA PROTHENA CORP PLC Healthcare 34,700.0 $337K 0.01% NEW $9.72 -8.1%
357 EQR EQUITY RESIDENTIAL Real Estate 5,655.0 $334K 0.01% NEW $59.15 +8.4%
358 WTI W & T OFFSHORE INC Energy 97,613.0 $333K 0.01% NEW $3.41 -2.9%
359 LXU LSB INDS INC Basic Materials 22,100.0 $329K 0.01% NEW $14.90 -23.6%
360 WLY WILEY JOHN & SONS INC Communication Services 8,500.0 $324K 0.01% NEW $38.10 +19.2%
Page 18 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%