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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 48 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 SKY CHAMPION HOMES INC Consumer Cyclical 3,100.0 $231K 0.01% NEW $74.37 +12.1%
942 DVA DAVITA INC Healthcare 1,500.0 $231K 0.01% NEW $153.69 +35.3%
943 GEN GEN DIGITAL INC Technology 12,126.0 $228K 0.01% NEW $18.83 +28.4%
944 MOS MOSAIC CO Basic Materials 8,952.0 $228K 0.01% NEW $25.50 -10.2%
945 ATAIBECKLEY INC 64,400.0 $228K 0.01% NEW $3.54
946 PERIMETER SOLUTIONS INC 9,312.0 $227K 0.01% NEW $24.42
947 GWRE GUIDEWIRE SOFTWARE INC Technology 1,500.0 $224K 0.01% NEW $149.56 -27.9%
948 DEO DIAGEO PLC Consumer Defensive 3,000.0 $223K 0.01% NEW $74.45 +8.1%
949 MRCY MERCURY SYS INC Industrials 3,057.0 $223K 0.01% NEW $72.91 +56.2%
950 SITE CTRS CORP 41,182.0 $222K 0.01% NEW $5.40
951 TXNM ENERGY INC 3,800.0 $222K 0.01% -6K -62.0% $58.46
952 SFNC SIMMONS FIRST NATL CORP Financial Services 11,400.0 $222K 0.01% NEW $19.45 +12.6%
953 PSO PEARSON PLC Communication Services 16,700.0 $219K 0.01% NEW $13.13 +13.3%
954 BLMN BLOOMIN BRANDS INC Consumer Cyclical 40,600.0 $219K 0.01% -159K -79.7% $5.40 +49.3%
955 NXT NEXTPOWER INC Technology 1,800.0 $217K 0.01% -800.0 -30.8% $120.55 +4.4%
956 INSP INSPIRE MED SYS INC Healthcare 4,200.0 $217K 0.01% +100.0 +2.4% $51.58 -17.4%
957 SWBI SMITH & WESSON BRANDS INC Industrials 15,100.0 $216K 0.01% NEW $14.33 +12.2%
958 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,328.0 $216K 0.01% NEW $162.48 -15.3%
959 ASC ARDMORE SHIPPING CORP Industrials 14,100.0 $215K 0.01% NEW $15.25 +11.9%
960 SATL SATELLOGIC INC Technology 39,400.0 $214K 0.01% NEW $5.44 +10.8%
Page 48 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%