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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 8 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MSA MSA SAFETY INC Industrials 35,415.0 $5.8M 0.20% NEW $163.95 +0.3%
142 CB CHUBB LTD SWITZ Financial Services 17,580.0 $5.7M 0.20% NEW $325.93 -0.8%
143 CCI CROWN CASTLE INC Real Estate 70,465.0 $5.7M 0.20% -32K -31.1% $81.31 +0.9%
144 BOX BOX INC Technology 241,407.0 $5.7M 0.20% NEW $23.64 +5.1%
145 PRDO PERDOCEO ED CORP Consumer Defensive 150,595.0 $5.6M 0.20% NEW $37.21 -13.9%
146 CURB CURBLINE PPTYS CORP Real Estate 214,829.0 $5.5M 0.19% +76K +55.1% $25.79 +15.8%
147 ANET ARISTA NETWORKS INC Technology 45,073.0 $5.5M 0.19% +43K +1687.2% $122.78 +38.2%
148 WMS ADVANCED DRAIN SYS INC DEL Industrials 40,298.0 $5.5M 0.19% NEW $137.13 +1.5%
149 AMAT APPLIED MATLS INC Technology 16,051.0 $5.5M 0.19% -20K -55.9% $341.79 +80.6%
150 FICO FAIR ISAAC CORP Technology 5,106.0 $5.5M 0.19% +5K +970.4% $1067.54 +2.7%
151 IVZ INVESCO LTD Financial Services 222,960.0 $5.4M 0.19% +195K +696.3% $24.29 +15.9%
152 JNJ JOHNSON & JOHNSON Healthcare 22,102.0 $5.4M 0.19% NEW $244.44 -6.6%
153 SMG SCOTTS MIRACLE-GRO CO Basic Materials 87,620.0 $5.3M 0.19% NEW $60.81 +6.4%
154 ETSY INC 103,990.0 $5.2M 0.18% +87K +515.6% $49.98
155 DHR DANAHER CORP DEL Healthcare 27,400.0 $5.2M 0.18% -36K -56.4% $189.60 -6.6%
156 GSHD GOOSEHEAD INS INC Financial Services 121,183.0 $5.2M 0.18% +106K +702.4% $42.66 -13.5%
157 BSX BOSTON SCIENTIFIC CORP Healthcare 82,256.0 $5.2M 0.18% -69K -45.7% $62.75 -27.8%
158 STZ CONSTELLATION BRANDS INC Consumer Defensive 33,857.0 $5.1M 0.18% NEW $150.00 -5.9%
159 POST POST HLDGS INC Consumer Defensive 51,307.0 $5.1M 0.18% +7K +16.4% $98.86 -10.6%
160 LEN LENNAR CORP Consumer Cyclical 58,266.0 $5.1M 0.18% +22K +60.2% $86.84 +3.3%
Page 8 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%