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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 19 of 26  ·  512 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TRN TRINITY INDS INC Industrials 10,000.0 $322K 0.01% NEW $32.18 +7.1%
362 THC TENET HEALTHCARE CORP Healthcare 1,700.0 $321K 0.01% NEW $188.71 -8.6%
363 RXRX RECURSION PHARMACEUTICALS IN Healthcare 104,100.0 $320K 0.01% NEW $3.07 +5.2%
364 SAIL SAILPOINT INC Technology 23,900.0 $316K 0.01% NEW $13.24 +0.7%
365 VTS VITESSE ENERGY INC Energy 17,300.0 $314K 0.01% NEW $18.16 -11.8%
366 KBR KBR INC Industrials 8,500.0 $313K 0.01% NEW $36.86 -11.0%
367 BORR DRILLING LTD 54,200.0 $313K 0.01% NEW $5.77
368 LPLA LPL FINL HLDGS INC Financial Services 1,036.0 $312K 0.01% NEW $300.83 -2.3%
369 NAT NORDIC AMERICAN TANKERS LIMI Industrials 53,000.0 $311K 0.01% NEW $5.86 -0.2%
370 TOL TOLL BROTHERS INC Consumer Cyclical 2,275.0 $310K 0.01% NEW $136.47 +14.1%
371 VNDA VANDA PHARMACEUTICALS INC Healthcare 44,800.0 $310K 0.01% NEW $6.91 -16.1%
372 EFC ELLINGTON FINANCIAL INC Real Estate 25,900.0 $307K 0.01% NEW $11.85 +13.4%
373 EQPT EQUIPMENTSHARE COM INC Industrials 14,996.0 $305K 0.01% NEW $20.37 +29.2%
374 FLY FIREFLY AEROSPACE INC Industrials 10,662.0 $304K 0.01% NEW $28.47 +8.7%
375 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 3,872.0 $302K 0.01% NEW $78.03 -15.0%
376 HTHT H WORLD GROUP LTD Consumer Cyclical 6,000.0 $302K 0.01% NEW $50.29 -15.5%
377 ADI ANALOG DEVICES INC Technology 944.0 $300K 0.01% NEW $318.14 +36.6%
378 SSNC SS&C TECH HLDGS Technology 4,422.0 $299K 0.01% NEW $67.57 -3.2%
379 APEI AMERICAN PUB ED INC Consumer Defensive 5,200.0 $296K 0.01% NEW $56.88 -7.3%
380 ALLO ALLOGENE THERAPEUTICS INC Healthcare 121,200.0 $296K 0.01% NEW $2.44 -18.0%
Page 19 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%