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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 6 of 26  ·  512 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 OVV OVINTIV INC Energy 57,793.0 $3.4M 0.12% NEW $59.36 -11.7%
102 BWA BORGWARNER INC Consumer Cyclical 62,541.0 $3.4M 0.12% NEW $54.26 +32.4%
103 ICLR ICON PLC Healthcare 30,554.0 $3.4M 0.12% NEW $110.66 +31.9%
104 STT STATE STR CORP Financial Services 26,557.0 $3.4M 0.12% NEW $126.56 +33.0%
105 C CITIGROUP INC Financial Services 29,458.0 $3.3M 0.12% NEW $113.41 +26.2%
106 EHC ENCOMPASS HEALTH CORP Healthcare 33,900.0 $3.3M 0.12% NEW $96.73 +1.3%
107 CBRE CBRE GROUP INC Real Estate 24,107.0 $3.3M 0.12% NEW $135.46 -2.9%
108 SLM SLM CORP Financial Services 147,742.0 $3.2M 0.11% NEW $21.41 +7.6%
109 HTH HILLTOP HLDGS INC Financial Services 88,029.0 $3.2M 0.11% NEW $35.82 +5.7%
110 NATWEST GROUP PLC 211,000.0 $3.1M 0.11% NEW $14.90
111 CENCORA INC 9,867.0 $3.1M 0.11% NEW $314.14
112 WING WINGSTOP INC Consumer Cyclical 19,469.0 $3.0M 0.11% NEW $154.97 -3.2%
113 CF CF INDUSTRIES HOLD Basic Materials 23,199.0 $3.0M 0.11% NEW $129.84 -20.7%
114 LNC LINCOLN NATL CORP IND Financial Services 80,791.0 $2.9M 0.10% NEW $35.50 +4.7%
115 VIRT VIRTU FINL INC Financial Services 63,790.0 $2.8M 0.10% NEW $43.98 +43.4%
116 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 30,661.0 $2.8M 0.10% NEW $90.67 +6.9%
117 FLUTTER ENTMT PLC 26,665.0 $2.7M 0.10% NEW $101.95
118 NWSA NEWS CORP NEW Communication Services 108,300.0 $2.7M 0.10% NEW $24.93 +1.4%
119 YELP YELP INC Communication Services 108,803.0 $2.7M 0.09% NEW $24.74 -8.9%
120 DXCM DEXCOM INC Healthcare 41,862.0 $2.6M 0.09% NEW $62.80 +15.4%
Page 6 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%