Arkolith/Funds/Winton Group Ltd

Winton Group Ltd

CIK 1612063
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Winton Group Ltd holds a diversified book of 1137 stocks worth $3.1B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Ishr Ibx Usd Invgd CB ETF-Ui and trimmed Entegris Inc. Their largest long position is Berkshire Hathaway Inc-CL A at 5% of the equity book. Cloning the disclosed picks since 2014 would be +285% (+11.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
717
bought for the first time
Added to
304
already held, bought more
Trimmed
331
sold some, still holds it
Sold out
437
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+285.0%
+11.8%/yr · since Aug '14
Their reported book
+236.1%
held from quarter-end
S&P 500
+386.6%
same window
$10K$20K$29K$39K$49KAug '14Jan '17Jun '19Nov '21Apr '24Aug '26
Winton Group Ltd (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 48.9 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 each quarter's actual reporting lag, ~38 days for the latest filing, with 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
12%
Top 10 holdings
17%
Top 20 holdings
25%

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

Direct sector allocation

93% mapped to company sectors

Information Technology
20%
Financials
19%
Industrials
15%
Health Care
10%
Consumer Discretionary
8%
ETF / fund or unclassified
7%
Materials
7%
Real Estate
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

Funds with the most overlap

Other tracked managers holding the same core names as Winton Group Ltd

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$1.3T
FMR LLC80 / 80$570.4B
MORGAN STANLEY80 / 80$306.3B
JPMORGAN CHASE & CO80 / 80$301.3B
BANK OF AMERICA CORP /DE/80 / 80$191.2B
GOLDMAN SACHS GROUP INC80 / 80$138.5B
Bank of New York Mellon Corp80 / 80$113.8B
ROYAL BANK OF CANADA80 / 80$83.4B

Ranked by how many of Winton Group Ltd's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

1,137 positions
#SecurityValueShares% PortLast moveHistory
1Berkshire Hathaway Inc Del
CL A
$162.5M217
5.3%
Held
2Ishares TR
IBOXX INV CP ETF
$77.5M710.2K
2.5%
New
New position
3Vanguard Scottsdale FDS
INT-TERM CORP
$50.0M605.0K
1.6%
New
New position
4Invesco Exch Traded FD TR II
SR LN ETF
$44.4M2.18M
1.4%
+9.0%
Added · +180K sh
5Solstice Advanced Matls Inc
COM SHS
$42.9M484.6K
1.4%
+58%
Added · +178K sh
6Kla Corp
COM NEW
$41.3M136.7K
1.3%
170×
Added · +136K sh
7Masco Corp
COM
$30.7M376.7K
1.0%
+41%
Added · +109K sh
8Cme Group Inc
COM
$29.2M132.4K
0.9%
+121%
Added · +72K sh
9CSX Corp
COM
$29.0M611.1K
0.9%
+2.5%
Added · +15K sh
10Incyte Corp
COM
$28.8M254.4K
0.9%
+47%
Added · +81K sh
11Entegris Inc
COM
$28.7M159.4K
0.9%
−12%
Reduced · −22K sh
12Crowdstrike Hldgs Inc
CL A
$28.5M37.4K
0.9%
New
New position
13Public Storage
COM
$27.8M87.3K
0.9%
New
New position
14Aes Corp
COM
$26.8M1.83M
0.9%
+17%
Added · +269K sh
15Powell Inds Inc
COM
$26.4M92.3K
0.9%
+204%
Added · +62K sh
16Carvana Co
CL A
$23.0M350.1K
0.7%
New
New position
17Ishares Bitcoin Trust ETF
SHS BEN INT
$22.0M661.3K
0.7%
Held
18Stifel Finl Corp
COM
$20.9M299.7K
0.7%
+21%
Added · +53K sh
19Booking Holdings Inc
COM
$20.8M116.8K
0.7%
14×
Added · +108K sh
20Mueller Inds Inc
COM
$20.2M164.1K
0.7%
New
New position
21MSC Indl Direct Inc
CL A
$19.2M161.6K
0.6%
+2.2%
Added · +3K sh
22Everus Constr Group
COM
$18.3M110.5K
0.6%
−8.7%
Reduced · −11K sh
23Nvidia Corporation
COM
$16.6M83.1K
0.5%
−10%
Reduced · −9K sh
24Wells Fargo & Co
COM
$16.3M196.7K
0.5%
New
New position
25Amazon Com Inc
COM
$15.8M66.1K
0.5%
+190%
Added · +43K sh
26Western Digital Corp
COM
$15.5M24.3K
0.5%
+1.3%
Added · +315 sh
27Broadcom Inc
COM
$15.4M40.8K
0.5%
45×
Added · +40K sh
28Visa Inc
COM CL A
$15.4M44.8K
0.5%
+1.6%
Added · +704 sh
29Alphabet Inc
CAP STK CL A
$15.3M42.9K
0.5%
+219%
Added · +29K sh
30Ge Vernova Inc
COM
$15.3M13.0K
0.5%
−69%
Reduced · −29K sh
31Valero Energy Corp
COM
$15.2M58.5K
0.5%
14×
Added · +54K sh
32Meta Platforms Inc
CL A
$15.2M27.0K
0.5%
+91%
Added · +13K sh
33Berkshire Hathaway Inc Del
CL B NEW
$15.2M30.3K
0.5%
~0%
Reduced · −11 sh
34SLB Limited
COM STK
$15.0M323.6K
0.5%
11×
Added · +294K sh
35Kroger Co
COM
$14.9M267.8K
0.5%
−13%
Reduced · −39K sh
36Ciena Corp
COM NEW
$14.8M30.2K
0.5%
New
New position
37Take-Two Interactive Softwar
COM
$14.7M58.7K
0.5%
26×
Added · +56K sh
38Mercadolibre Inc
COM
$14.6M8.6K
0.5%
+9.3%
Added · +730 sh
39Gxo Logistics Incorporated
COMMON STOCK
$14.6M288.3K
0.5%
+3.1%
Added · +9K sh
40Medline Inc
COM CL A
$14.5M367.1K
0.5%
14×
Added · +340K sh
41Automatic Data Processing In
COM
$14.4M64.4K
0.5%
+193%
Added · +42K sh
42Spotify Technology S A
SHS
$14.4M31.4K
0.5%
New
New position
43Cameco Corp
COM
$14.3M140.3K
0.5%
+31%
Added · +33K sh
44Thermo Fisher Scientific Inc
COM
$14.2M28.4K
0.5%
New
New position
45Humana Inc
COM
$14.1M35.6K
0.5%
New
New position
46Caesars Entertainment Inc Ne
COM
$14.1M467.0K
0.5%
New
New position
47Sandisk Corp
COM
$14.0M6.1K
0.5%
+899%
Added · +6K sh
48Uber Technologies Inc
COM
$13.9M192.4K
0.4%
+78%
Added · +84K sh
49Ultra Clean Hldgs Inc
COM
$13.9M97.3K
0.4%
−6.6%
Reduced · −7K sh
50Halliburton Co
COM
$13.9M408.3K
0.4%
+462%
Added · +336K sh
Showing 50 of 1,137 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 20261,137$3.1B13F-HR
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

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.