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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 27 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SEZL SEZZLE INC Financial Services 17,032.0 $1.1M 0.04% +5K +41.5% $63.29 +158.0%
522 JOE ST JOE CO Real Estate 17,061.0 $1.1M 0.04% -5K -24.1% $62.80 +5.0%
523 NTNX NUTANIX INC Technology 28,084.0 $1.1M 0.04% -43K -60.7% $38.01 +23.4%
524 VLO VALERO ENERGY CORP Energy 4,256.0 $1.1M 0.04% NEW $247.08 -4.4%
525 CVLT COMMVAULT SYS INC Technology 13,500.0 $1.1M 0.04% NEW $77.89 +66.9%
526 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 38,991.0 $1.1M 0.04% NEW $26.94 +37.0%
527 MDU MDU RES GROUP INC Industrials 50,262.0 $1.0M 0.04% +24K +93.9% $20.72 +2.8%
528 VEEV VEEVA SYS INC Healthcare 5,875.0 $1.0M 0.04% -12K -66.5% $175.66 -12.7%
529 HPK HIGHPEAK ENERGY INC Energy 148,926.0 $1.0M 0.04% NEW $6.90 +4.1%
530 OIS OIL STS INTL INC Energy 87,927.0 $1.0M 0.04% +17K +23.1% $11.64 -31.7%
531 ECVT ECOVYST INC Basic Materials 79,100.0 $1.0M 0.04% NEW $12.86 -0.3%
532 DASH DOORDASH INC Communication Services 6,758.0 $1.0M 0.04% -61K -90.0% $150.15 +15.5%
533 NATL NCR ATLEOS CORPORATION Technology 23,281.0 $1.0M 0.04% +665.0 +2.9% $43.58 +0.1%
534 J JACOBS SOLUTIONS INC Industrials 7,959.0 $1.0M 0.04% -627.0 -7.3% $127.28 -5.0%
535 SEI SOLARIS ENERGY INFRAS INC Energy 17,896.0 $1.0M 0.04% +13K +297.7% $56.51 +46.7%
536 COF CAPITAL ONE FINL CORP Financial Services 5,534.0 $1.0M 0.04% NEW $182.43 +10.5%
537 TTMI TTM TECHNOLOGIES INC Technology 10,300.0 $1.0M 0.04% +7K +212.1% $97.42 +122.2%
538 OUSTER INC 54,400.0 $999K 0.04% +8K +17.8% $18.37
539 BTG B2GOLD CORP Basic Materials 220,161.0 $997K 0.04% +22K +11.1% $4.53 -5.1%
540 COCO VITA COCO CO INC Consumer Defensive 20,795.0 $996K 0.04% NEW $47.91 +75.4%
Page 27 of 54  ·  1,080 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%