Arkolith/Funds/Winton Group Ltd

Winton Group Ltd

CIK 1612063
Holdings as of Mar 31, 2026·disclosed May 12, 2026·~42-day 13F lag·13F-HR
Active Filer

Winton Group Ltd holds a diversified book of 1080 stocks worth $2.9B as of Q1 2026 (disclosed May 12, 2026, a ~45-day 13F lag). This quarter they opened Invesco Senior Loan ETF and trimmed Ishares Bitcoin Trust ETF. Their largest long position is Berkshire Hathaway Inc-CL A at 5% of the equity book. Cloning the disclosed picks since 2014 would be +262% (+11.4%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show WINTON GROUP Ltd's latest
holdings, largest changes, and filing provenance.
Opened
512
new positions
Added to
298
existing
Trimmed
265
reduced
Sold out
343
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+262.3%
+11.4%/yr · since Aug '14
Their reported book
+225.6%
held from quarter-end
S&P 500
+377.0%
same window
$10K$19K$29K$38K$48KAug '14Dec '16May '19Oct '21Mar '24Jul '26
Winton Group Ltd (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 36.7 points over this window.

Growth of $10,000 cloning Winton Group Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
11%
Top 10 holdings
15%
Top 20 holdings
21%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

97% mapped to company sectors

Financials
20%
Information Technology
18%
Industrials
16%
Health Care
10%
Consumer Discretionary
8%
Materials
7%
Communication Services
4%
Consumer Staples
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,080 positions
#SecurityValueShares% PortLast moveHistory
1Berkshire Hathaway Inc Del
CL A
$155.8M217
5.5%
Held
2Invesco Exch Traded FD TR II
SR LN ETF
$40.8M2.00M
1.4%
New
New position
3Ge Vernova Inc
COM
$36.9M42.3K
1.3%
+65%
Added · +17K sh
4Booking Holdings Inc
COM
$35.7M8.5K
1.3%
New
New position
5Netflix Inc
COM
$33.3M346.4K
1.2%
+368%
Added · +272K sh
6Ishares Bitcoin Trust ETF
SHS BEN INT
$25.4M661.3K
0.9%
−59%
Reduced · −942K sh
7CSX Corp
COM
$24.5M596.1K
0.9%
+60%
Added · +223K sh
8Solstice Advanced Matls Inc
COM SHS
$23.4M306.6K
0.8%
−42%
Reduced · −225K sh
9Kroger Co
COM
$22.2M306.9K
0.8%
+516%
Added · +257K sh
10Aes Corp
COM
$22.0M1.56M
0.8%
52×
Added · +1.5M sh
11Entegris Inc
COM
$21.3M181.5K
0.7%
−5.2%
Reduced · −10K sh
12Electronic Arts Inc
COM
$20.8M102.2K
0.7%
+11%
Added · +10K sh
13Hologic Inc
COM
$20.8M275.0K
0.7%
+8.6%
Added · +22K sh
14Masimo Corp
COM
$20.1M112.8K
0.7%
New
New position
15Stifel Finl Corp
COM
$18.3M247.0K
0.6%
New
New position
16T-Mobile US Inc
COM
$17.8M84.8K
0.6%
New
New position
17Cme Group Inc
COM
$17.7M60.0K
0.6%
−0.1%
Reduced · −82 sh
18Bunge Global Sa
COM SHS
$17.0M133.8K
0.6%
39×
Added · +130K sh
19Microsoft Corp
COM
$16.7M45.1K
0.6%
+30%
Added · +10K sh
20Old Dominion Freight Line In
COM
$16.5M84.3K
0.6%
+444%
Added · +69K sh
21Powell Inds Inc
COM
$16.4M30.4K
0.6%
+709%
Added · +27K sh
22Incyte Corp
COM
$16.3M173.0K
0.6%
+67%
Added · +70K sh
23Masco Corp
COM
$16.2M267.9K
0.6%
−2.5%
Reduced · −7K sh
24Nvidia Corporation
COM
$16.1M92.5K
0.6%
+10%
Added · +9K sh
25Palantir Technologies Inc
CL A
$16.1M110.2K
0.6%
New
New position
26Shopify Inc
CL A SUB VTG SHS
$15.7M132.1K
0.5%
+169%
Added · +83K sh
27Nu Hldgs Ltd
ORD SHS CL A
$15.6M1.08M
0.5%
+26%
Added · +225K sh
28Dell Technologies Inc
CL C
$15.2M92.4K
0.5%
16×
Added · +87K sh
29Agilent Technologies Inc
COM
$14.8M129.5K
0.5%
45×
Added · +127K sh
30MSC Indl Direct Inc
CL A
$14.6M158.1K
0.5%
21×
Added · +150K sh
31Berkshire Hathaway Inc Del
CL B NEW
$14.5M30.4K
0.5%
New
New position
32Gxo Logistics Incorporated
COMMON STOCK
$14.5M279.6K
0.5%
+13%
Added · +32K sh
33Philip Morris Intl Inc
COM
$14.5M87.6K
0.5%
New
New position
34Everus Constr Group
COM
$14.3M121.1K
0.5%
+7.0%
Added · +8K sh
35Mercadolibre Inc
COM
$13.6M7.9K
0.5%
New
New position
36Epam Sys Inc
COM
$13.6M100.3K
0.5%
+0.3%
Added · +355 sh
37Target Corp
COM
$13.4M110.9K
0.5%
New
New position
38Visa Inc
COM CL A
$13.3M44.1K
0.5%
+5.2%
Added · +2K sh
39Versant Media Group Inc
COM CL A
$13.3M359.1K
0.5%
New
New position
40Core Natural Resources Inc
COM SHS
$13.2M125.8K
0.5%
New
New position
41Fidelity Wise Origin Bitcoin
SHS
$12.9M218.1K
0.5%
−58%
Reduced · −304K sh
42Medtronic PLC
SHS
$12.3M142.5K
0.4%
+35%
Added · +37K sh
43Dow Hldgs Inc
COM
$12.2M292.2K
0.4%
11×
Added · +265K sh
44Rocket Cos Inc
COM CL A
$11.9M831.6K
0.4%
+12%
Added · +86K sh
45Cameco Corp
COM
$11.6M107.1K
0.4%
−23%
Reduced · −31K sh
46Regeneron Pharmaceuticals
COM
$11.4M14.8K
0.4%
+435%
Added · +12K sh
47Howmet Aerospace Inc
COM
$11.2M48.6K
0.4%
+650%
Added · +42K sh
48Silicon Laboratories Inc
COM
$11.2M53.8K
0.4%
New
New position
49Amphenol Corp
CL A
$11.1M87.7K
0.4%
−21%
Reduced · −24K sh
50Merit Med Sys Inc
COM
$10.9M158.8K
0.4%
+14%
Added · +20K sh
Showing 50 of 1,080 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 12, 20261,080$2.9B13F-HR
Q4 2025Dec 31, 2025Feb 11, 2026911$2.9B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025697$2.7B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025807$2.0B13F-HR
Q1 2025Mar 31, 2025May 15, 2025656$1.6B13F-HR
Q4 2024Dec 31, 2024Feb 12, 2025594$1.5B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024605$1.4B13F-HR
Q2 2024Jun 30, 2024Aug 9, 2024558$1.5B13F-HR
Q1 2024Mar 31, 2024May 14, 2024582$1.4B13F-HR
Q4 2023Dec 31, 2023Feb 12, 2024729$1.4B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023756$1.2B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023745$1.2B13F-HR
Q1 2023Mar 31, 2023May 12, 2023941$1.6B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023902$1.5B13F-HR
Q3 2022Sep 30, 2022Nov 10, 2022921$1.5B13F-HR
Q2 2022Jun 30, 2022Aug 10, 2022931$1.9B13F-HR
Q1 2022Mar 31, 2022May 11, 2022936$1.9B13F-HR
Q4 2021Dec 31, 2021Feb 10, 2022989$1.7B13F-HR
Q3 2021Sep 30, 2021Oct 28, 20211,315$1.8B13F-HR
Q2 2021Jun 30, 2021Aug 10, 20211,409$1.9B13F-HR
Q1 2021Mar 31, 2021Jul 21, 20211,360$1.8B13F-HR
Q4 2020Dec 31, 2020Feb 12, 20211,299$1.4B13F-HR
Q3 2020Sep 30, 2020Oct 30, 20201,451$3.1B13F-HR
Q2 2020Jun 30, 2020Aug 5, 20201,428$3.9B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.