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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 21 of 26  ·  512 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 WMG WARNER MUSIC GROUP CORP Communication Services 10,300.0 $263K 0.01% NEW $25.54 +10.3%
402 RMBS RAMBUS INC DEL Technology 3,051.0 $262K 0.01% NEW $86.03 +64.1%
403 FRO FRONTLINE PLC Energy 7,500.0 $261K 0.01% NEW $34.86 +17.4%
404 HP HELMERICH & PAYNE INC Energy 7,200.0 $259K 0.01% NEW $36.03 -2.9%
405 UGI UGI CORP NEW Utilities 7,071.0 $258K 0.01% NEW $36.42 -7.2%
406 TXN TEXAS INSTRS INC Technology 1,319.0 $256K 0.01% NEW $194.14 +66.3%
407 EGY VAALCO ENERGY INC Energy 39,880.0 $253K 0.01% NEW $6.34 -12.0%
408 ALV AUTOLIV INC Consumer Cyclical 2,375.0 $250K 0.01% NEW $105.16 +12.4%
409 REZI RESIDEO TECHNOLOGIES INC Industrials 7,400.0 $249K 0.01% NEW $33.71 -5.3%
410 RPM RPM INTL INC Basic Materials 2,500.0 $248K 0.01% NEW $99.40 +8.7%
411 TITN TITAN MACHY INC Industrials 14,815.0 $248K 0.01% NEW $16.72 +23.7%
412 AROC ARCHROCK INC Energy 7,100.0 $247K 0.01% NEW $34.80 +6.2%
413 YUMC YUM CHINA HLDGS INC Consumer Cyclical 5,045.0 $246K 0.01% NEW $48.78 -12.0%
414 VERASTEM INC 46,200.0 $245K 0.01% NEW $5.30
415 CSIQ CANADIAN SOLAR INC Energy 17,500.0 $242K 0.01% NEW $13.85 +17.5%
416 IPGP IPG PHOTONICS CORP Technology 2,100.0 $241K 0.01% NEW $114.59 +3.0%
417 EPR EPR PPTYS Real Estate 4,800.0 $240K 0.01% NEW $49.96 +15.1%
418 LC LENDINGCLUB ISSUANCE TR SER Financial Services 16,700.0 $239K 0.01% NEW $14.32 +34.1%
419 UMBF UMB FINL CORP Financial Services 2,115.0 $239K 0.01% NEW $112.79 +18.0%
420 ISSC INNOVATIVE SOLUTIONS & SUPPO Industrials 11,448.0 $235K 0.01% NEW $20.53 -16.2%
Page 21 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%