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Portfolio (Quarterly) Guide ↗

WINTON GROUP Ltd

· CIK 0001612063
13F Portfolio $2.9B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 911 New
Page 42 of 46  ·  911 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 AXON AXON ENTERPRISE INC Industrials 375.0 $213K 0.01% NEW $567.93 -25.4%
822 DNLI DENALI THERAPEUTICS INC Healthcare 12,700.0 $210K 0.01% NEW $16.51 +41.2%
823 EVTL VERTICAL AEROSPACE LTD Industrials 39,300.0 $209K 0.01% NEW $5.33 -59.7%
824 XPLR INFRASTRUCTURE LP 20,939.0 $209K 0.01% NEW $10.00
825 OAKTREE SPECIALTY LENDING CO 16,300.0 $208K 0.01% NEW $12.74
826 SEI SOLARIS ENERGY INFRAS INC Energy 4,500.0 $207K 0.01% NEW $45.97 +80.3%
827 CRNT CERAGON NETWORKS LTD Technology 97,834.0 $205K 0.01% NEW $2.10 +28.6%
828 CDE COEUR MNG INC Basic Materials 11,500.0 $205K 0.01% NEW $17.83 -1.8%
829 BBBY BED BATH & BEYOND INC Consumer Cyclical 37,500.0 $205K 0.01% NEW $5.46 +8.6%
830 BW BABCOCK & WILCOX ENTERPRISES Industrials 32,179.0 $204K 0.01% NEW $6.34 +174.1%
831 HSY HERSHEY CO Consumer Defensive 1,121.0 $204K 0.01% NEW $181.98 -5.1%
832 KEY KEYCORP Financial Services 9,761.0 $201K 0.01% NEW $20.64 +9.4%
833 SPT SPROUT SOCIAL INC Technology 17,800.0 $201K 0.01% NEW $11.27 -41.9%
834 TBCH TURTLE BEACH CORP Technology 14,276.0 $200K 0.01% NEW $14.03 -1.9%
835 PANL PANGAEA LOGISTICS SOLUTION L Industrials 28,937.0 $199K 0.01% NEW $6.88 +7.3%
836 GOGO GOGO INC Communication Services 42,300.0 $197K 0.01% NEW $4.66 -26.8%
837 BBAI BIGBEAR AI HLDGS INC Technology 36,500.0 $197K 0.01% NEW $5.40 -27.4%
838 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 30,516.0 $197K 0.01% NEW $6.45 -34.6%
839 PATH UIPATH INC Technology 12,000.0 $197K 0.01% NEW $16.39 -37.3%
840 IHS IHS HOLDING LIMITED Communication Services 25,641.0 $191K 0.01% NEW $7.46 +9.1%
Page 42 of 46  ·  911 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
Financial Services 18.8%
Technology 18.3%
Industrials 15.5%
Consumer Cyclical 11.8%
Healthcare 10.3%
Communication Services 5.7%
Energy 5.7%
Basic Materials 5.3%
Consumer Defensive 4.6%
Real Estate 2.3%