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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 20 of 26  ·  512 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 3,200.0 $295K 0.01% NEW $92.27 +35.6%
382 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 15,670.0 $292K 0.01% NEW $18.64 +3.1%
383 ELME COMMUNITIES 143,483.0 $288K 0.01% NEW $2.01
384 ADEA ADEIA INC Technology 12,000.0 $288K 0.01% NEW $24.03 +32.4%
385 KW KENNEDY-WILSON HOLDINGS INC Real Estate 26,600.0 $288K 0.01% NEW $10.82 +0.9%
386 PL PLANET LABS PBC Industrials 10,200.0 $285K 0.01% NEW $27.95 +1.0%
387 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 12,724.0 $283K 0.01% NEW $22.26 -4.9%
388 CBSH COMMERCE BANCSHARES INC Financial Services 5,700.0 $280K 0.01% NEW $49.20 +11.2%
389 THG HANOVER INS GROUP INC Financial Services 1,600.0 $277K 0.01% NEW $173.35 +14.2%
390 CMC COMMERCIAL METALS CO Basic Materials 4,500.0 $276K 0.01% NEW $61.43 +17.8%
391 TRNO TERRENO RLTY CORP Real Estate 4,500.0 $276K 0.01% NEW $61.42 +4.8%
392 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 5,900.0 $272K 0.01% NEW $46.14 -15.8%
393 FAF FIRST AMERN FINL CORP Financial Services 4,500.0 $271K 0.01% NEW $60.29 +13.8%
394 GIS GENERAL MILLS INC Consumer Defensive 7,263.0 $270K 0.01% NEW $37.22 -10.2%
395 CHH CHOICE HOTELS INTL INC Consumer Cyclical 2,600.0 $269K 0.01% NEW $103.50 +11.1%
396 JBT MAREL CORPORATION 2,100.0 $269K 0.01% NEW $127.87
397 AMBA AMBARELLA INC Technology 5,200.0 $268K 0.01% NEW $51.48 +35.9%
398 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 7,900.0 $266K 0.01% NEW $33.65 +7.8%
399 GRAN TIERRA ENERGY INC 29,536.0 $265K 0.01% NEW $8.97
400 NJR NEW JERSEY RES CORP Utilities 4,800.0 $264K 0.01% NEW $54.92 +0.3%
Page 20 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%