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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 4 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMER SPORTS INC 264,102.0 $8.7M 0.30% +251K +1916.0% $32.92
62 TEL TE CONNECTIVITY PLC Technology 41,504.0 $8.7M 0.30% NEW $209.02 +4.1%
63 BHF BRIGHTHOUSE FINL INC Financial Services 143,665.0 $8.6M 0.30% -24K -14.2% $59.88 +5.6%
64 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 30,870.0 $8.5M 0.30% +6K +24.9% $275.18 +13.6%
65 MA MASTERCARD INCORPORATED Financial Services 17,000.0 $8.5M 0.30% +2K +11.3% $499.66 -2.0%
66 EXPD EXPEDITORS INTL WASH INC Industrials 58,828.0 $8.4M 0.30% +51K +676.6% $143.23 +12.6%
67 FLR FLUOR CORP Industrials 179,614.0 $8.4M 0.29% +170K +1852.3% $46.65 +15.0%
68 WST WEST PHARMACEUTICAL SVSC INC Healthcare 33,422.0 $8.4M 0.29% NEW $250.64 +29.1%
69 TDG TRANSDIGM GROUP INC Industrials 7,165.0 $8.3M 0.29% NEW $1158.96 +14.6%
70 DVN DEVON ENERGY CORP NEW Energy 161,480.0 $8.1M 0.28% -593K -78.6% $50.32 -16.3%
71 META META PLATFORMS INC Communication Services 14,192.0 $8.1M 0.28% -9K -40.0% $572.13 +0.9%
72 CARG CARGURUS INC Consumer Cyclical 235,905.0 $8.0M 0.28% NEW $34.05 -11.8%
73 IONS IONIS PHARMACEUTICALS INC Healthcare 106,532.0 $8.0M 0.28% NEW $75.09 -1.3%
74 UBER UBER TECHNOLOGIES INC Technology 108,150.0 $7.8M 0.27% NEW $71.93 -0.4%
75 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 13,044.0 $7.7M 0.27% NEW $592.98 -9.5%
76 AMH AMERICAN HOMES 4 RENT Real Estate 276,765.0 $7.7M 0.27% NEW $27.92 +13.6%
77 JCI JOHNSON CONTROLS INTERNATION Industrials 57,641.0 $7.5M 0.27% -61K -51.4% $130.95 +10.6%
78 BKU BANKUNITED INC Financial Services 167,123.0 $7.5M 0.27% +135K +416.3% $45.16 +5.3%
79 EXLS EXLSERVICE HLDGS INC Technology 247,689.0 $7.5M 0.27% NEW $30.45 -14.8%
80 SAM BOSTON BEER INC Consumer Defensive 32,659.0 $7.5M 0.26% +3K +11.0% $230.40 -23.6%
Page 4 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%