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Hedge fund

Winton Group Ltd

13F for the quarter to June 30, 2026, filed August 7, 2026 · SEC CIK 1612063

Reported value
$3.1bn
85% in companies we cover
Positions we cover
1,069
Largest SOLS 1.4%
Copy, a year
+12.3%
S&P 500 +13.7%
Copy Sharpe ratio
0.62
S&P 500 0.73

How copying its 13F would have done

$10.0k$20.0k$40.0k 2014201620182020202220242026 $48.0k$41.3k
CopyS&P 500 $10,000 copying Winton Group Ltd's filed holdings in companies we cover from August 8, 2014, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −37.1% (S&P 500 −31.8%); beta 1.02; alpha −1.2% a year (t = −0.68); last 12 months +16.1% against +12.1%.

Reported value by quarter

Winton Group Ltd: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $500B $1T $1.5T $2T Reported value, 2014-06-30: $14.7B Reported value, 2014-09-30: $14B Reported value, 2014-12-31: $8.1B Reported value, 2015-03-31: $12.6B Reported value, 2015-06-30: $10.9B Reported value, 2015-09-30: $12.6B Reported value, 2015-12-31: $11.3B Reported value, 2016-03-31: $9.2B Reported value, 2016-06-30: $6.1B Reported value, 2016-09-30: $5.8B Reported value, 2016-12-31: $3B Reported value, 2017-03-31: $3.7B Reported value, 2017-06-30: $3.4B Reported value, 2017-09-30: $3.1B Reported value, 2017-12-31: $3.5B Reported value, 2018-03-31: $3.5B Reported value, 2018-06-30: $3.9B Reported value, 2018-09-30: $4.8B Reported value, 2018-12-31: $4.6B Reported value, 2019-03-31: $5B Reported value, 2019-06-30: $5.1B Reported value, 2019-09-30: $8.5B Reported value, 2019-12-31: $7.1B Reported value, 2020-03-31: $3.8B Reported value, 2020-06-30: $3.9B Reported value, 2020-09-30: $3.1B Reported value, 2020-12-31: $1.4B Reported value, 2021-03-31: $1.8B Reported value, 2021-06-30: $1.9B Reported value, 2021-09-30: $1.8B Reported value, 2021-12-31: $1.7B Reported value, 2022-03-31: $1.9B Reported value, 2022-06-30: $1.9B Reported value, 2022-09-30: $1.5B Reported value, 2022-12-31: $1.5T Reported value, 2023-03-31: $1.6B Reported value, 2023-06-30: $1.2B Reported value, 2023-09-30: $1.2B Reported value, 2023-12-31: $1.4B Reported value, 2024-03-31: $1.4B Reported value, 2024-06-30: $1.5B Reported value, 2024-09-30: $1.4B Reported value, 2024-12-31: $1.5B Reported value, 2025-03-31: $1.6B Reported value, 2025-06-30: $2B Reported value, 2025-09-30: $2.7B Reported value, 2025-12-31: $2.9B Reported value, 2026-03-31: $2.9B Reported value, 2026-06-30: $3.1B 2014-06-30 2016-12-31 2019-06-30 2021-12-31 2024-06-30 2026-06-30 $3.1B
View chart data
Period Reported value
2014-06-30 $14.7B
2014-09-30 $14B
2014-12-31 $8.1B
2015-03-31 $12.6B
2015-06-30 $10.9B
2015-09-30 $12.6B
2015-12-31 $11.3B
2016-03-31 $9.2B
2016-06-30 $6.1B
2016-09-30 $5.8B
2016-12-31 $3B
2017-03-31 $3.7B
2017-06-30 $3.4B
2017-09-30 $3.1B
2017-12-31 $3.5B
2018-03-31 $3.5B
2018-06-30 $3.9B
2018-09-30 $4.8B
2018-12-31 $4.6B
2019-03-31 $5B
2019-06-30 $5.1B
2019-09-30 $8.5B
2019-12-31 $7.1B
2020-03-31 $3.8B
2020-06-30 $3.9B
2020-09-30 $3.1B
2020-12-31 $1.4B
2021-03-31 $1.8B
2021-06-30 $1.9B
2021-09-30 $1.8B
2021-12-31 $1.7B
2022-03-31 $1.9B
2022-06-30 $1.9B
2022-09-30 $1.5B
2022-12-31 $1.5T
2023-03-31 $1.6B
2023-06-30 $1.2B
2023-09-30 $1.2B
2023-12-31 $1.4B
2024-03-31 $1.4B
2024-06-30 $1.5B
2024-09-30 $1.4B
2024-12-31 $1.5B
2025-03-31 $1.6B
2025-06-30 $2B
2025-09-30 $2.7B
2025-12-31 $2.9B
2026-03-31 $2.9B
2026-06-30 $3.1B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
SOLSSolstice Advanced Materials Inc.1.39%$42.9m484.6K+58.0% Added
KLACKLA Corporation1.34%$41.3m136.7K+16865.3% Added
MASMasco0.99%$30.7m376.7K+40.6% Added
CMECME Group0.95%$29.2m132.4K+120.7% Added
CSXCSX Corporation0.94%$29.0m611.1K+2.5% Added
INCYIncyte0.93%$28.8m254.4K+47.0% Added
ENTGEntegris Inc0.93%$28.7m159.4K−12.2% Reduced
CRWDCrowdStrike0.92%$28.5m37.4KNew
PSAPublic Storage0.90%$27.8m87.3KNew
AESAES Corporation0.87%$26.8m1.83M+17.3% Added
POWLPowell Industries Inc0.86%$26.4m92.3K+204.2% Added
CVNACarvana0.75%$23.0m350.1KNew
SFStifel Financial Corp0.68%$20.9m299.7K+21.4% Added
BKNGBooking Holdings0.67%$20.8m116.8K+1278.3% Added
MLIMueller Industries Inc0.65%$20.2m164.1KNew
MSMMSC Industrial Direct Co Inc0.62%$19.2m161.6K+2.2% Added
ECGEverus Construction Group, Inc.0.59%$18.3m110.5K−8.7% Reduced
NVDANVIDIA Corporation0.54%$16.6m83.1K−10.2% Reduced
WFCWells Fargo0.53%$16.3m196.7KNew
AMZNAmazon0.51%$15.8m66.1K+190.0% Added
WDCWestern Digital0.50%$15.5m24.3K+1.3% Added
AVGOBroadcom0.50%$15.4m40.8K+4369.4% Added
VVisa Inc.0.50%$15.4m44.8K+1.6% Added
GOOGLAlphabet Inc. (Class A)0.50%$15.3m42.9K+218.6% Added
GEVGE Vernova0.49%$15.3m13.0K−69.2% Reduced
VLOValero Energy0.49%$15.2m58.5K+1274.9% Added
METAMeta Platforms0.49%$15.2m27.0K+90.6% Added
SLBSchlumberger0.49%$15.0m323.6K+991.4% Added
KRKroger0.48%$14.9m267.8K−12.7% Reduced
CIENCiena0.48%$14.8m30.2KNew
TTWOTake TWO Interactive Software Inc0.47%$14.7m58.7K+2526.5% Added
MELIMercadolibre Inc0.47%$14.6m8.6K+9.3% Added
GXOGXO Logistics, Inc.0.47%$14.6m288.3K+3.1% Added
MDLNMedline Inc.0.47%$14.5m367.1K+1263.0% Added
ADPAutomatic Data Processing0.47%$14.4m64.4K+192.8% Added
SPOTSpotify Technology S.a.0.47%$14.4m31.4KNew
CCJCameco Corp0.46%$14.3m140.3K+30.9% Added
TMOThermo Fisher Scientific0.46%$14.2m28.4KNew
HUMHumana0.46%$14.1m35.6KNew
CZRCaesars Entertainment, Inc.0.46%$14.1m467.0KNew
SNDKSandisk0.45%$14.0m6.1K+899.3% Added
UBERUber0.45%$13.9m192.4K+77.9% Added
UCTTUltra Clean Holdings, Inc.0.45%$13.9m97.3K−6.6% Reduced
HALHalliburton0.45%$13.9m408.3K+461.6% Added
DASHDoorDash0.44%$13.5m73.4K+985.6% Added
NOWServiceNow0.43%$13.1m132.4K+45.9% Added
MCDMcDonald's0.42%$13.0m48.0KNew
GSGoldman Sachs0.41%$12.7m12.6KNew
COHRCoherent Corp.0.41%$12.6m31.8K+665.1% Added
DKSDick's Sporting Goods, Inc.0.41%$12.5m55.2K+1573.8% Added
WMTWalmart0.40%$12.4m109.3KNew
TDGTransDigm Group0.40%$12.2m9.2K+28.1% Added
SLABSilicon Laboratories Inc.0.39%$12.0m55.1K+2.4% Added
CCitigroup0.37%$11.4m81.7K+177.5% Added
GEHCGE HealthCare0.37%$11.4m178.6KNew
AIGAmerican International Group0.37%$11.3m152.1K+2369.2% Added
JBLJabil0.36%$11.3m29.3KNew
CAHCardinal Health0.34%$10.5m44.4K+394.9% Added
VRTVertiv0.34%$10.5m31.5KNew
EPAMEPAM Systems, Inc.0.34%$10.4m131.4K+31.0% Added
MMSIMerit Medical Systems Inc0.33%$10.2m147.6K−7.0% Reduced
CNRCore Natural Resources, Inc.0.33%$10.2m127.6K+1.5% Added
BTSGBrightspring Health Services, Inc.0.33%$10.1m144.4KNew
SYKStryker Corporation0.32%$9.8m31.2K+129.2% Added
TREXTrex Co Inc0.32%$9.7m194.5K+449.0% Added
SNEXStonex Group Inc.0.31%$9.7m81.5K+9.5% Added
TSEMTower Semiconductor LTD0.31%$9.6m36.8KNew
DLRDigital Realty0.31%$9.5m52.8KNew
DLTRDollar Tree0.31%$9.5m78.3KNew
PIPRPiper Sandler Companies0.31%$9.4m130.6K+3.3% Added
BEBloom Energy0.31%$9.4m31.2KNew
HWMHowmet Aerospace0.30%$9.3m34.6K−28.9% Reduced
MPCMarathon Petroleum0.30%$9.2m36.1KNew
DXCMDexcom0.30%$9.2m136.5K+226.1% Added
SHOPShopify Inc.0.29%$9.1m79.5K−39.8% Reduced
PSXPhillips 660.29%$8.9m52.5KNew
SIRISirius XM Holdings Inc.0.29%$8.8m298.6K+1801.7% Added
TSLATesla, Inc.0.28%$8.6m20.5K+3451.2% Added
VGNTVersigent PLC0.27%$8.4m199.9KNew
HUTHut 8 Corp.0.26%$8.2m70.7KNew
STXSeagate Technology0.26%$8.0m8.3K+143.5% Added
ACHCAcadia Healthcare Company, Inc.0.24%$7.5m255.5K+1.4% Added
VIKViking Holdings Ltd0.24%$7.5m72.0KNew
RALRalliant Corp0.24%$7.5m101.4K+37.6% Added
PFGCPerformance Food Group Co0.24%$7.5m66.7KNew
PNFPPinnacle Financial Partners, Inc.0.24%$7.5m73.9K+9.3% Added
ANETArista Networks0.24%$7.4m43.6K−3.3% Reduced
PGNYProgyny, Inc.0.23%$7.3m251.8K+266.7% Added
LGNLegence Corp.0.23%$7.1m83.3K+174.0% Added
LYBLyondellBasell0.23%$7.1m134.1K+244.8% Added
ADSKAutodesk, Inc.0.23%$6.9m35.7K+438.6% Added
FRPTFreshpet, Inc.0.22%$6.9m116.8K+456.0% Added
OGNOrganon & Co.0.22%$6.9m509.9KNew
NTNXNutanix, Inc.0.22%$6.9m135.2K+381.3% Added
CRDOCredo Technology Group Holding Ltd0.22%$6.8m25.0K−59.8% Reduced
MATXMatson, Inc.0.22%$6.8m35.2K+269.3% Added
FTREFortrea Holdings Inc.0.22%$6.8m389.2K+26.7% Added
QBTSD-wave Quantum Inc.0.22%$6.7m280.1KNew
ZMZoom Communications, Inc.0.22%$6.7m77.2KNew
CURBCurbline Properties Corp.0.22%$6.7m219.0K+1.9% Added
CDWCDW Corporation0.21%$6.5m46.5K+1136.8% Added
CARTMaplebear Inc.0.21%$6.5m136.4K+368.1% Added
HSICHenry Schein0.21%$6.4m77.1K+279.4% Added
PLPlanet Labs PBC0.21%$6.4m194.0K+1802.0% Added
DECKDeckers Brands0.21%$6.4m64.3K+153.6% Added
QXOQXO, Inc.0.20%$6.3m364.3K+12.0% Added
EQXEquinox Gold Corp.0.20%$6.2m637.5K+45.4% Added
LPLALPL Financial Holdings Inc.0.20%$6.2m21.9K+2011.8% Added
CUZCousins Properties Inc0.20%$6.1m203.5K−31.4% Reduced
HIWHighwoods Properties, Inc.0.20%$6.1m202.2KNew
ILMNIllumina, Inc.0.20%$6.0m34.4KNew
MUMicron Technology0.19%$6.0m5.2K−50.8% Reduced
SAMBoston Beer Co Inc0.19%$5.8m33.0K+1.1% Added
PAYCPaycom Software, Inc.0.19%$5.8m46.2K+311.7% Added
RLIRLI Corp0.19%$5.8m97.6KNew
RIOTRiot Platforms, Inc.0.18%$5.7m208.3K−10.0% Reduced
JKHYJack Henry & Associates Inc0.18%$5.7m41.3KNew
KEYKeyCorp0.18%$5.6m244.7K+1691.3% Added
AMTAmerican Tower0.18%$5.6m34.4K+1087.4% Added
FNDFloor & Decor Holdings, Inc.0.18%$5.6m94.7KNew
RKTRocket Companies, Inc.0.18%$5.6m356.0K−57.2% Reduced
DPZDomino's0.18%$5.6m18.9K+857.8% Added
FCNFTI Consulting, Inc0.18%$5.6m37.4K+686.4% Added
WULFTerawulf Inc.0.18%$5.6m224.7KNew
HIMSHims & Hers Health, Inc.0.18%$5.5m159.5K−6.0% Reduced
MTBM&T Bank0.18%$5.5m23.2K+310.3% Added
EXPEExpedia Group0.18%$5.5m21.5K+456.7% Added
BMNRBitmine Immersion Technologies, Inc.0.18%$5.5m411.1K+252.9% Added
OLEDUniversal Display Corp \pa\0.18%$5.4m62.9K+381.2% Added
EXELExelixis, Inc.0.18%$5.4m99.8K+1651.5% Added
MTGMgic Investment Corp0.17%$5.3m189.5K+317.3% Added
THGHanover Insurance Group, Inc.0.17%$5.3m24.8K+1447.6% Added
MTDMettler Toledo0.17%$5.3m4.1K+509.0% Added
AITApplied Industrial Technologies Inc0.17%$5.3m15.6KNew
TTANServicetitan, Inc.0.17%$5.2m73.8KNew
OLLIOllie's Bargain Outlet Holdings, Inc.0.17%$5.2m67.6K+46.5% Added
DRHDiamondrock Hospitality Co0.17%$5.2m425.6K+2699.7% Added
DELLDell Technologies0.17%$5.2m12.0K−87.1% Reduced
FUNSix Flags Entertainment Corporation0.17%$5.2m242.0K+22.9% Added
UDRUDR, Inc.0.17%$5.1m128.3KNew
GMEGamestop Corp.0.17%$5.1m231.5KNew
OKLOOklo Inc.0.17%$5.1m97.3K−27.6% Reduced
SYFSynchrony Financial0.16%$5.1m66.7K+277.8% Added
KRGKite Realty Group Trust0.16%$5.1m178.5KNew
NVSTEnvista Holdings Corp0.16%$5.1m192.1K+247.9% Added
IQVIQVIA0.16%$5.0m26.1KNew
WSFSWsfs Financial Corp0.16%$5.0m65.3KNew
WEXWEX Inc.0.16%$5.0m35.3KNew
BNYBNY Mellon0.16%$5.0m34.3K+391.9% Added
VNTVontier Corp0.16%$4.9m169.3KNew
CompanyBought (value)Shares
KLACKLA Corporation$41.0m135.9K
CRWDCrowdStrike$28.5m37.4K
PSAPublic Storage$27.8m87.3K
CVNACarvana$23.0m350.1K
MLIMueller Industries Inc$20.2m164.1K
BKNGBooking Holdings$19.3m108.3K
POWLPowell Industries Inc$17.8m62.0K
WFCWells Fargo$16.3m196.7K
CMECME Group$16.0m72.4K
SOLSSolstice Advanced Materials Inc.$15.8m178.0K
AVGOBroadcom$15.1m39.8K
CIENCiena$14.8m30.2K
SPOTSpotify Technology S.a.$14.4m31.4K
TMOThermo Fisher Scientific$14.2m28.4K
HUMHumana$14.1m35.6K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
DELLDell Technologies−$34.7m−80.4K
GEVGE Vernova−$34.3m−29.2K
NFLXNetflix−$24.3m−341.0K
ODFLOld Dominion−$16.5m−84.3K
PLTRPalantir Technologies Inc.−$16.1m−110.2K
NUNu Holdings Ltd.−$15.6m−1.08M
MSFTMicrosoft Corporation−$14.8m−39.6K
AAgilent Technologies−$14.8m−129.5K
UNHUnitedHealth Group−$14.7m−35.5K
PMPhilip Morris International−$14.5m−87.6K
BGBunge Global−$13.6m−127.5K
TGTTarget Corporation−$13.4m−110.9K
APHAmphenol−$12.5m−71.2K
MDTMedtronic−$12.3m−142.5K
TMUST-Mobile US−$12.3m−73.5K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
ODFLOld Dominion$16.5m84.3K
PLTRPalantir Technologies Inc.$16.1m110.2K
NUNu Holdings Ltd.$15.6m1.08M
AAgilent Technologies$14.8m129.5K
PMPhilip Morris International$14.5m87.6K
TGTTarget Corporation$13.4m110.9K
MDTMedtronic$12.3m142.5K
SHWSherwin-Williams$10.1m31.6K
APAAPA Corporation$9.1m213.5K
ASAmer Sports, Inc.$8.7m264.1K
RCLRoyal Caribbean Group$8.5m30.9K
MAMastercard$8.5m17.0K
DVNDevon Energy$8.1m161.5K
CARGCargurus, Inc.$8.0m235.9K
IONSIonis Pharmaceuticals Inc$8.0m106.5K
AMHAmerican Homes 4 Rent$7.7m276.8K
MATMattel Inc$7.4m509.9K
CVSCVS Health$7.4m103.1K
TRVThe Travelers Companies$7.4m25.3K
TAT&T$7.4m254.2K
GMGeneral Motors$7.2m97.2K
VRSKVerisk Analytics, Inc.$7.1m37.4K
ACNAccenture$7.1m35.8K
CRGYCrescent Energy Co$7.1m522.7K
ATRAptargroup, Inc.$7.0m55.7K
DANDana Inc$7.0m208.1K
CNXCNX Resources Corp$6.9m179.7K
MSIMotorola Solutions$6.8m15.6K
FTAIFTAI Aviation Ltd.$6.7m27.5K
URIUnited Rentals$6.7m9.2K
  • Technology21.7%
  • Industrials18.0%
  • Financials13.5%
  • Health Care12.7%
  • Consumer Discretionary10.9%
  • Energy5.0%
  • Real Estate4.1%
  • Materials4.1%
  • Communication Services3.9%
  • Consumer Staples3.8%
  • Utilities2.3%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestAugust 8, 2014 to November 2, 2026+12.3%+13.7%0.620.73−37.1%1.02
2018 onwardsJanuary 5, 2018 to November 2, 2026+11.4%+13.9%0.510.66−37.1%1.02
Last three yearsNovember 3, 2023 to November 2, 2026+18.8%+21.8%0.891.16−20.6%0.96
Last yearNovember 7, 2025 to November 2, 2026+17.1%+14.2%0.940.84−8.3%0.89

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.