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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
+2.34%
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
$2.9B
AUM Growth
+$225M
(+8.4%)
Cap. Flow
+$233M
Cap. Flow % of AUM
Cap. Flow %
8.05%
Top 10 Holdings %
Top 10 Hldgs %
16.37%
Holding
1,162
New
465
Increased
209
Reduced
235
Closed
251
Avg Time Held
0.7
years
Top 10 Avg Time Held
0.7
years
Top 20 Avg Time Held
0.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Solstice Advanced Materials
SOLS
|
+$25M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$19.5M |
| 3 |
Hologic
HOLX
|
+$18.5M |
| 4 |
Intel
INTC
|
+$17.7M |
| 5 |
AutoZone
AZO
|
+$16.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$54.3M |
| 2 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$23.8M |
| 3 |
Uber
UBER
|
+$20.6M |
| 4 |
Fastenal
FAST
|
+$19.2M |
| 5 |
Interactive Brokers
IBKR
|
+$18.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 18.39% |
| 2 | Technology | 16.51% |
| 3 | Industrials | 14.63% |
| 4 | Consumer Discretionary | 10.97% |
| 5 | Healthcare | 10.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
501
Calumet Specialty Products
CLMT
$5.08B
| $896K | 0.03% |
45,085
-21,015
| -32% | -$404K |
2025 Q1
3 quarters
|
|
502
B2Gold
BTG
$7.01B
| $893K | 0.03% |
198,100
-813,299
| -80% | -$3.79M |
2025 Q3
1 quarter
|
|
503
Enphase Energy
ENPH
$4.05B
| $892K | 0.03% |
27,822
-86,874
| -76% | -$2.81M |
2025 Q3
1 quarter
|
|
504
Opendoor
OPEN
$2.06B
| $883K | 0.03% |
+151,511
| New | +$1.09M |
2025 Q4
0 quarters
|
|
505
MNTN Inc
MNTN
$760M
| $881K | 0.03% |
+73,748
| New | +$1.06M |
2025 Q4
0 quarters
|
|
506
MetLife
MET
$64B
| $880K | 0.03% |
+11,149
| New | +$882K |
2025 Q4
0 quarters
|
|
507
Hamilton Lane
HLNE
$4.52B
| $880K | 0.03% |
6,550
+1,747
| +36% | +$220K |
2025 Q2
2 quarters
|
|
508
Eos Energy Enterprises
EOSE
$663M
| $879K | 0.03% |
+76,671
| New | +$1.1M |
2025 Q4
0 quarters
|
|
509
STRATTEC Security
STRT
$241M
| $876K | 0.03% |
11,507
+122
| +1% | +$8.74K |
2025 Q3
1 quarter
|
|
510
Trex
TREX
$4.66B
| $875K | 0.03% |
24,942
+5,635
| +29% | +$228K |
2025 Q3
1 quarter
|
|
511
NCR Atleos
NATL
$3.39B
| $862K | 0.03% |
22,616
-102,460
| -82% | -$3.84M |
2024 Q1
7 quarters
|
|
512
Ramaco Resources Class A
METC
$499M
| $858K | 0.03% |
47,670
-7,530
| -14% | -$198K |
2025 Q3
1 quarter
|
|
513
Integra LifeSciences
IART
$1.03B
| $855K | 0.03% |
68,867
-2,932
| -4% | -$39K |
2025 Q1
3 quarters
|
|
514
Mercury Insurance
MCY
$5.69B
| $853K | 0.03% |
9,071
-3
| -0% | -$260 |
2024 Q1
7 quarters
|
|
515
Ondas Inc
ONDS
$3.52B
| $852K | 0.03% |
+87,278
| New | +$701K |
2025 Q4
0 quarters
|
|
516
Generac Holdings
GNRC
$11.4B
| $851K | 0.03% |
+6,243
| New | +$1.01M |
2025 Q4
0 quarters
|
|
517
Agnico Eagle Mines
AEM
$96B
| $848K | 0.03% |
+5,000
| New | +$840K |
2025 Q4
0 quarters
|
|
518
Caledonia Mining Corp
CMCL
$455M
| $844K | 0.03% |
32,243
+3,314
| +11% | +$97.4K |
2025 Q2
2 quarters
|
|
519
Ring Energy
REI
$357M
| $844K | 0.03% |
969,729
+239,837
| +33% | +$229K |
2025 Q2
2 quarters
|
|
520
DELISTED
Guess Inc
GES
| $840K | 0.03% |
50,173
-12,546
| -20% | -$212K |
2020 Q3
21 quarters
|
|
521
Healthcare Services Group
HCSG
$1.45B
| $836K | 0.03% |
43,729
-21,849
| -33% | -$393K |
2023 Q1
11 quarters
|
|
522
Viking Therapeutics
VKTX
$3.2B
| $836K | 0.03% |
23,762
-44,938
| -65% | -$1.59M |
2025 Q3
1 quarter
|
|
523
Goodyear
GT
$1.24B
| $836K | 0.03% |
+95,400
| New | +$752K |
2025 Q4
0 quarters
|
|
524
Waste Management
WM
$90.7B
| $833K | 0.03% |
+3,790
| New | +$808K |
2025 Q4
0 quarters
|
|
525
First Solar
FSLR
$18.6B
| $832K | 0.03% |
3,185
-46,348
| -94% | -$11.7M |
2025 Q2
2 quarters
|
|
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Winton Group's Q4 2025 Portfolio in Review
As of Q4 2025, Winton Group held 1,162 positions worth $2.9B, up 8.4% from $2.67B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
Winton Group deployed $233M of net new capital in Q4 2025, opening 465 new positions and adding to 209 existing holdings. Its largest new stake was Solstice Advanced Materials: 531,935 shares worth $25.8M.
By sector, the portfolio is most concentrated in Financials at 18% of assets, up from 17% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was iShares iBoxx $ High Yield Corporate Bond ETF, an estimated $54.3M trimmed.
- Winton Group's largest Q4 2025 buy was Solstice Advanced Materials: 531,935 shares worth $25.8M.
- Winton Group added most to iShares Bitcoin Trust in Q4 2025, an estimated $19.5M increase.
- Winton Group's biggest Q4 2025 reduction was iShares iBoxx $ High Yield Corporate Bond ETF, cutting an estimated $54.3M.
- Winton Group fully exited State Street Materials Select Sector SPDR ETF in Q4 2025, selling an estimated $23.8M.
- Winton Group's ten largest holdings make up 16% of its $2.9B portfolio in Q4 2025.
- Winton Group opened 465 new positions and closed 251 in Q4 2025.
- Winton Group's portfolio value rose 8.4% quarter-over-quarter to $2.9B.
Based on Winton Group's 13F filing for Q4 2025, filed 11 Feb 2026.