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WG

Winton Group Portfolio holdings

AUM $3.09B
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
+963.72%
AUM
$2.67B
AUM Growth
+$714M
Cap. Flow
+$577M
Cap. Flow %
21.6%
Top 10 Hldgs %
19.77%
Holding
1,096
New
289
Increased
237
Reduced
164
Closed
399

Top Buys

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$104M
2
META icon
Meta Platforms (Facebook)
META
+$19M
3
MAS icon
Masco
MAS
+$18.3M
4
BA icon
Boeing
BA
+$17.5M
5
INCY icon
Incyte
INCY
+$16.9M

Top Sells

Rank Stock Value
1
SKX
Skechers
SKX
+$16.7M
2
ORLY icon
O'Reilly Automotive
ORLY
+$11.5M
3
SBUX icon
Starbucks
SBUX
+$11.3M
4
GS icon
Goldman Sachs
GS
+$10.4M
5
WDC icon
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
UEC icon
676
Uranium Energy
UEC
$6.57B
$188K 0.01%
+14,100
New +$141K
ESPR
677
DELISTED
Esperion Therapeutics
ESPR
$188K 0.01%
+70,896
New +$137K
AES icon
678
AES
AES
$10.5B
$180K 0.01%
+13,685
New +$178K
EBS icon
679
Emergent Biosolutions
EBS
$289M
$180K 0.01%
+20,416
New +$159K
HOUS
680
DELISTED
Anywhere Real Estate
HOUS
$180K 0.01%
+16,963
New +$99.7K
SIEB icon
681
Siebert Financial
SIEB
$85.5M
$172K 0.01%
+59,051
New +$204K
ARCO icon
682
Arcos Dorados Holdings
ARCO
$1.71B
$168K 0.01%
24,900
-25,177
-50% -$179K
MEI icon
683
Methode Electronics
MEI
$570M
$151K 0.01%
+19,986
New +$149K
AMCX icon
684
AMC Global Media
AMCX
$530M
$150K 0.01%
+18,186
New +$126K
FULC icon
685
Fulcrum Therapeutics
FULC
$295M
$149K 0.01%
+16,212
New +$117K
BB icon
686
BlackBerry
BB
$4.57B
$122K ﹤0.01%
25,000
– –
GERN icon
687
Geron
GERN
$996M
$120K ﹤0.01%
+87,300
New +$116K
ZVRA icon
688
Zevra Therapeutics
ZVRA
$715M
$116K ﹤0.01%
+12,161
New +$122K
HFFG icon
689
HF Foods Group
HFFG
$100M
$111K ﹤0.01%
40,268
+3,892
+11% +$12.4K
IVR icon
690
Invesco Mortgage Capital
IVR
$801M
$110K ﹤0.01%
+14,600
New +$111K
HPK icon
691
HighPeak Energy
HPK
$995M
$102K ﹤0.01%
+14,367
New +$118K
STGW icon
692
Stagwell
STGW
$2.13B
$97.2K ﹤0.01%
+17,273
New +$91.7K
EOLS icon
693
Evolus
EOLS
$592M
$79.8K ﹤0.01%
+13,000
New +$101K
LAR
694
Lithium Argentina AG
LAR
$1.1B
$75.3K ﹤0.01%
22,540
-163,407
-88% -$494K
AMPY icon
695
Amplify Energy
AMPY
$194M
$60.5K ﹤0.01%
+11,517
New +$45.3K
ZYBT
696
Zhengye Biotechnology Holding
ZYBT
$89.6M
$56.5K ﹤0.01%
+21,547
New +$149K
BTBT icon
697
Bit Digital
BTBT
$570M
$35.1K ﹤0.01%
+11,700
New +$35.5K
AAPL icon
698
Apple
AAPL
$4.52T
– –
-26,712
Closed -$5.48M
ABCB icon
699
Ameris Bancorp
ABCB
$5.74B
– –
-8,809
Closed -$570K
ABNB icon
700
Airbnb
ABNB
$112B
– –
-3,107
Closed -$411K
26 27
28
29 30

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SP
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ACM
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TE
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PCM
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SAM
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DMIC
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HC
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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.