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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 43 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 TRN TRINITY INDS INC Industrials 10,000.0 $322K 0.01% NEW $32.18 +7.1%
842 THC TENET HEALTHCARE CORP Healthcare 1,700.0 $321K 0.01% NEW $188.71 -8.6%
843 RXRX RECURSION PHARMACEUTICALS IN Healthcare 104,100.0 $320K 0.01% NEW $3.07 +5.2%
844 SAIL SAILPOINT INC Technology 23,900.0 $316K 0.01% NEW $13.24 +0.7%
845 BCS BARCLAYS PLC Financial Services 14,900.0 $315K 0.01% +1K +9.6% $21.16 +24.3%
846 ROK ROCKWELL AUTOMATION INC Industrials 877.0 $315K 0.01% +195.0 +28.6% $358.88 +32.0%
847 VTS VITESSE ENERGY INC Energy 17,300.0 $314K 0.01% NEW $18.16 -11.8%
848 KBR KBR INC Industrials 8,500.0 $313K 0.01% NEW $36.86 -11.0%
849 BORR DRILLING LTD 54,200.0 $313K 0.01% NEW $5.77
850 LPLA LPL FINL HLDGS INC Financial Services 1,036.0 $312K 0.01% NEW $300.83 -2.3%
851 NAT NORDIC AMERICAN TANKERS LIMI Industrials 53,000.0 $311K 0.01% NEW $5.86 -0.2%
852 TOL TOLL BROTHERS INC Consumer Cyclical 2,275.0 $310K 0.01% NEW $136.47 +14.1%
853 BGS B & G FOODS INC Consumer Defensive 64,416.0 $310K 0.01% +36K +126.8% $4.81 -19.1%
854 VNDA VANDA PHARMACEUTICALS INC Healthcare 44,800.0 $310K 0.01% NEW $6.91 -16.1%
855 EFC ELLINGTON FINANCIAL INC Real Estate 25,900.0 $307K 0.01% NEW $11.85 +13.4%
856 OSIS OSI SYSTEMS INC Technology 1,151.0 $306K 0.01% -369.0 -24.3% $265.51 -16.1%
857 EQPT EQUIPMENTSHARE COM INC Industrials 14,996.0 $305K 0.01% NEW $20.37 +29.2%
858 FLY FIREFLY AEROSPACE INC Industrials 10,662.0 $304K 0.01% NEW $28.47 +8.7%
859 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 3,872.0 $302K 0.01% NEW $78.03 -15.0%
860 HTHT H WORLD GROUP LTD Consumer Cyclical 6,000.0 $302K 0.01% NEW $50.29 -15.5%
Page 43 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%