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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 37 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 HALO HALOZYME THERAPEUTICS INC Healthcare 7,500.0 $485K 0.02% NEW $64.63 +6.1%
722 F FORD MTR CO Consumer Cyclical 41,854.0 $483K 0.02% -709K -94.4% $11.54 +21.7%
723 LYG LLOYDS BANKING GROUP PLC Financial Services 95,900.0 $482K 0.02% NEW $5.03 +10.1%
724 LPX LOUISIANA PAC CORP Basic Materials 6,612.0 $481K 0.02% +4K +126.5% $72.75 +6.6%
725 PKG PACKAGING CORP AMER Consumer Cyclical 2,259.0 $479K 0.02% NEW $212.22 +7.9%
726 DK DELEK US HLDGS INC NEW Energy 10,600.0 $478K 0.02% NEW $45.07 -8.0%
727 NMIH NMI HLDGS INC Financial Services 12,627.0 $474K 0.02% -2K -15.0% $37.51 -0.1%
728 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 5,400.0 $472K 0.02% NEW $87.40 -5.7%
729 WVE WAVE LIFE SCIENCES LTD Healthcare 65,045.0 $472K 0.02% +50K +342.5% $7.25 -15.0%
730 LILAK LIBERTY LATIN AMERICA LTD Communication Services 53,400.0 $471K 0.02% +33K +158.0% $8.82 -45.7%
731 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 24,907.0 $466K 0.02% -123K -83.2% $18.70 +9.3%
732 AIG AMERICAN INTL GROUP INC Financial Services 6,160.0 $464K 0.02% NEW $75.25 -1.6%
733 NTRS NORTHERN TR CORP Financial Services 3,321.0 $464K 0.02% NEW $139.57 +23.3%
734 WGS GENEDX HOLDINGS CORP Healthcare 7,200.0 $462K 0.02% NEW $64.22 -8.1%
735 FSM FORTUNA MNG CORP Basic Materials 46,200.0 $459K 0.02% +17K +57.1% $9.93 -6.7%
736 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 4,643.0 $457K 0.02% NEW $98.42 -13.4%
737 CDW CDW CORP Technology 3,760.0 $455K 0.02% NEW $121.02 +6.1%
738 CNK CINEMARK HLDGS INC Communication Services 15,935.0 $454K 0.02% -162K -91.0% $28.52 +18.4%
739 HHH HOWARD HUGHES HOLDINGS INC Real Estate 7,144.0 $452K 0.02% NEW $63.26 +5.7%
740 QRVO QORVO INC Technology 5,824.0 $451K 0.02% NEW $77.40 +27.2%
Page 37 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%