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Winton Group Portfolio holdings
AUM
$3.09B
Turnover
59.06%
1-Year Est. Return
40.4%
This Fund
S&P 500
This Quarter
Est. Return
+10.91%
1 Year Est. Return
+40.4%
3 Year Est. Return
+127.75%
5 Year Est. Return
+204.31%
10 Year Est. Return
+963.71%
AUM
$2.67B
AUM Growth
+$714M
(+37%)
Cap. Flow
+$577M
Cap. Flow
% of AUM
21.6%
Top 10 Holdings %
Top 10 Hldgs %
19.77%
Holding
1,096
New
289
Increased
237
Reduced
164
Closed
399
Avg Time Held
0.9
years
Top 10 Avg Time Held
0.7
years
Top 20 Avg Time Held
0.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$104M |
| 2 |
Meta Platforms (Facebook)
META
|
+$19M |
| 3 |
Masco
MAS
|
+$18.3M |
| 4 |
Boeing
BA
|
+$17.5M |
| 5 |
Incyte
INCY
|
+$16.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Skechers
SKX
|
+$16.7M |
| 2 |
O'Reilly Automotive
ORLY
|
+$11.5M |
| 3 |
Starbucks
SBUX
|
+$11.3M |
| 4 |
Goldman Sachs
GS
|
+$10.4M |
| 5 |
Western Digital
WDC
|
+$10.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.39% |
| 2 | Technology | 15.86% |
| 3 | Industrials | 13.11% |
| 4 | Consumer Discretionary | 12.91% |
| 5 | Healthcare | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
251
Omnicom Group
OMC
$22.1B
| $2.54M | 0.09% |
31,100
+17,660
| +131% | +$1.33M |
2025 Q2
1 quarter
|
|
252
Otis Worldwide
OTIS
$26.8B
| $2.53M | 0.09% |
+27,700
| New | +$2.51M |
2025 Q3
0 quarters
|
|
253
McCormick & Company Non-Voting
MKC
$12.3B
| $2.51M | 0.09% |
37,500
+16,300
| +77% | +$1.14M |
2025 Q1
2 quarters
|
|
254
OR Royalties Inc
OR
$6.59B
| $2.46M | 0.09% |
+61,319
| New | +$1.91M |
2025 Q3
0 quarters
|
|
255
Regeneron Pharmaceuticals
REGN
$82B
| $2.43M | 0.09% |
4,319
+2,966
| +219% | +$1.68M |
2025 Q2
1 quarter
|
|
|
OS
256
DELISTED
OneStream Inc
OS
| $2.42M | 0.09% |
+131,500
| New | +$2.89M |
2025 Q3
0 quarters
|
|
257
uniQure
QURE
$1.56B
| $2.39M | 0.09% |
+40,976
| New | +$744K |
2025 Q3
0 quarters
|
|
258
Peabody Energy
BTU
$2.93B
| $2.37M | 0.09% |
89,228
-21,747
| -20% | -$388K |
2024 Q1
6 quarters
|
|
259
Cracker Barrel
CBRL
$1.51B
| $2.35M | 0.09% |
+53,444
| New | +$3.09M |
2025 Q3
0 quarters
|
|
260
Snowflake
SNOW
$118B
| $2.34M | 0.09% |
10,381
-7,396
| -42% | -$1.59M |
2025 Q2
1 quarter
|
|
261
Antero Resources
AR
$11.2B
| $2.31M | 0.09% |
68,884
+46,045
| +202% | +$1.53M |
2023 Q2
9 quarters
|
|
262
C.H. Robinson
CHRW
$16.8B
| $2.29M | 0.09% |
+17,284
| New | +$2.03M |
2025 Q3
0 quarters
|
|
263
Collegium Pharmaceutical
COLL
$755M
| $2.29M | 0.09% |
+65,345
| New | +$2.27M |
2025 Q3
0 quarters
|
|
264
ServiceNow
NOW
$154B
| $2.29M | 0.09% |
12,415
+4,275
| +53% | +$798K |
2025 Q2
1 quarter
|
|
265
Xcel Energy
XEL
$46.9B
| $2.28M | 0.09% |
+28,319
| New | +$2.05M |
2025 Q3
0 quarters
|
|
266
Northwest Natural Holdings
NWN
$2.04B
| $2.25M | 0.08% |
50,125
+1,757
| +4% | +$72.9K |
2025 Q2
1 quarter
|
|
267
EOG Resources
EOG
$80.1B
| $2.23M | 0.08% |
19,933
+2,100
| +12% | +$250K |
2024 Q3
4 quarters
|
|
268
monday.com
MNDY
$3.99B
| $2.23M | 0.08% |
11,500
+10,234
| +808% | +$2.36M |
2025 Q2
1 quarter
|
|
269
Dollar General
DG
$29.5B
| $2.22M | 0.08% |
21,520
+5,293
| +33% | +$580K |
2023 Q4
7 quarters
|
|
270
Deckers Outdoor
DECK
$11.8B
| $2.2M | 0.08% |
21,730
-34,318
| -61% | -$3.74M |
2019 Q4
23 quarters
|
|
271
MarketAxess Holdings
MKTX
$5.79B
| $2.18M | 0.08% |
12,514
-1,994
| -14% | -$390K |
2025 Q2
1 quarter
|
|
272
Peloton Interactive
PTON
$2.34B
| $2.07M | 0.08% |
229,653
-12,722
| -5% | -$94.7K |
2025 Q2
1 quarter
|
|
273
Eli Lilly
LLY
$1.12T
| $2.06M | 0.08% |
+2,700
| New | +$2.01M |
2025 Q3
0 quarters
|
|
274
Vistra
VST
$51.7B
| $2.06M | 0.08% |
+10,507
| New | +$2.08M |
2025 Q3
0 quarters
|
|
275
Parsons
PSN
$4.71B
| $2.04M | 0.08% |
+24,632
| New | +$1.91M |
2025 Q3
0 quarters
|
|
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Winton Group's Q3 2025 Portfolio in Review
As of Q3 2025, Winton Group held 1,096 positions worth $2.67B, up 37% from $1.96B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Winton Group deployed $577M of net new capital in Q3 2025, opening 289 new positions and adding to 237 existing holdings. Its largest new stake was iShares iBoxx $ High Yield Corporate Bond ETF: 1,293,660 shares worth $105M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 24% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was O'Reilly Automotive, an estimated $11.5M trimmed.
- Winton Group's largest Q3 2025 buy was iShares iBoxx $ High Yield Corporate Bond ETF: 1,293,660 shares worth $105M.
- Winton Group added most to Meta Platforms (Facebook) in Q3 2025, an estimated $19M increase.
- Winton Group's biggest Q3 2025 reduction was O'Reilly Automotive, cutting an estimated $11.5M.
- Winton Group fully exited Skechers in Q3 2025, selling an estimated $16.7M.
- Winton Group's ten largest holdings make up 20% of its $2.67B portfolio in Q3 2025.
- Winton Group opened 289 new positions and closed 399 in Q3 2025.
- Winton Group's portfolio value rose 37% quarter-over-quarter to $2.67B.
Based on Winton Group's 13F filing for Q3 2025, filed 13 Nov 2025.