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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 8 of 26  ·  512 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WPM WHEATON PRECIOUS METALS CORP Basic Materials 16,400.0 $2.1M 0.07% NEW $131.01 -3.9%
142 CTRI CENTURI HOLDINGS INC Utilities 73,466.0 $2.1M 0.07% NEW $29.21 +1.9%
143 WCN WASTE CONNECTIONS INC Industrials 13,200.0 $2.1M 0.07% NEW $162.44 -4.5%
144 ABNB AIRBNB INC Consumer Cyclical 16,892.0 $2.1M 0.07% NEW $126.28 +12.8%
145 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 62,588.0 $2.1M 0.07% NEW $33.95 -15.9%
146 LZ LEGALZOOM COM INC Industrials 363,902.0 $2.1M 0.07% NEW $5.67 -3.0%
147 ARCC ARES CAPITAL CORP Financial Services 113,302.0 $2.0M 0.07% NEW $18.02 +0.1%
148 AME AMETEK INC Industrials 9,259.0 $2.0M 0.07% NEW $214.36 +10.8%
149 CTRA COTERRA ENERGY INC Energy 55,929.0 $2.0M 0.07% NEW $35.14 -7.3%
150 UPST UPSTART HLDGS INC Financial Services 75,900.0 $1.9M 0.07% NEW $25.65 +26.4%
151 CMI CUMMINS INC Industrials 3,605.0 $1.9M 0.07% NEW $538.02 +33.2%
152 AMP AMERIPRISE FINL INC Financial Services 4,354.0 $1.9M 0.07% NEW $444.40 +5.2%
153 CAH CARDINAL HEALTH INC Healthcare 8,973.0 $1.9M 0.07% NEW $211.31 +5.0%
154 AMD ADVANCED MICRO DEVICES INC Technology 9,257.0 $1.9M 0.07% NEW $203.43 +164.2%
155 ARES ARES MANAGEMENT CORPORATION Financial Services 16,446.0 $1.8M 0.06% NEW $109.10 +18.6%
156 DHT DHT HOLDINGS INC Energy 97,600.0 $1.8M 0.06% NEW $18.27 +3.4%
157 AGX ARGAN INC Industrials 3,137.0 $1.7M 0.06% NEW $544.65 +35.7%
158 HOG HARLEY DAVIDSON INC Consumer Cyclical 83,554.0 $1.7M 0.06% NEW $20.22 +27.0%
159 ADSK AUTODESK INC Technology 6,621.0 $1.6M 0.06% NEW $239.40 -19.0%
160 ACM AECOM Industrials 18,300.0 $1.6M 0.05% NEW $84.82 -18.9%
Page 8 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%