1y return+15.3%S&P 500 +20.9%
3y return+47.9%S&P 500 +68.5%
5y return+46.6%S&P 500 +74.5%
10y return+174.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $275 against $357 in the S&P 500.2
WINTON GROUP LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/ABerkshire Hathaway Inc Del | $162.5M | 5.3% | |
| LQDIshares Tr | $77.5M | 2.5% | New |
| VCITVanguard Scottsdale Fds | $50.0M | 1.6% | New |
| BKLNInvesco Exch Traded Fd Tr II | $44.4M | 1.4% | +9.0% |
| SOLSSolstice Advanced Matls Inc | $42.9M | 1.4% | +58.0% |
| KLACKla Corp | $41.3M | 1.3% | +16865.3% |
| MASMasco Corp | $30.7M | 1.0% | +40.6% |
| CMECme Group Inc | $29.2M | 0.9% | +120.7% |
| CSXCsx Corp | $29.0M | 0.9% | +2.5% |
| INCYIncyte Corp | $28.8M | 0.9% | +47.0% |
| ENTGEntegris Inc | $28.7M | 0.9% | −12.2% |
| CRWDCrowdstrike Hldgs Inc | $28.5M | 0.9% | New |
| PSAPublic Storage | $27.8M | 0.9% | New |
| AESAes Corp | $26.8M | 0.9% | +17.3% |
| POWLPowell Inds Inc | $26.4M | 0.9% | +1.4% |
| CVNACarvana Co | $23.0M | 0.7% | New |
| IBITIshares Bitcoin Trust Etf | $22.0M | 0.7% | |
| SFStifel Finl Corp | $20.9M | 0.7% | +21.4% |
| BKNGBooking Holdings Inc | $20.8M | 0.7% | −44.9% |
| MLIMueller Inds Inc | $20.2M | 0.7% | New |
| MSMMsc Indl Direct Inc | $19.2M | 0.6% | +2.2% |
| ECGEverus Constr Group | $18.3M | 0.6% | −8.7% |
| NVDANvidia Corporation | $16.6M | 0.5% | −10.2% |
| WFCWells Fargo & Co | $16.3M | 0.5% | New |
| AMZNAmazon Com Inc | $15.8M | 0.5% | +190.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| POWLPowell Inds Inc | June 30, 2023 | +1317.9% | $26.4M |
| WDCWestern Digital Corp | June 30, 2025 | +898.2% | $15.5M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $15.3M |
| BRK/ABerkshire Hathaway Inc Del | June 30, 2020 | +180.2% | $162.5M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $15.2M |
| SLBSlb Limited | June 30, 2020 | +152.8% | $15.0M |
| ECGEverus Constr Group | December 31, 2024 | +152.4% | $18.3M |
| AMZNAmazon Com Inc | March 31, 2023 | +130.7% | $15.8M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $16.6M |
| ENTGEntegris Inc | September 30, 2025 | +94.5% | $28.7M |
Sold off last quarter
- Electronic Arts IncCUSIP 285512109 was $20.8M
- Hologic IncCUSIP 436440101 was $20.8M
- Masimo CorpCUSIP 574795100 was $20.1M
- ODFLOld Dominion Freight Line In was $16.5M
- PLTRPalantir Technologies Inc was $16.1M
- Nu Hldgs LtdCUSIP G6683N103 was $15.6M
- AAgilent Technologies Inc was $14.8M
- PMPhilip Morris Intl Inc was $14.5M
- TGTTarget Corp was $13.4M
- Medtronic PLCCUSIP G5960L103 was $12.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.3% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +0.1% | +2.4% |
| September 30, 2025 | +8.2% | +7.8% |
| June 30, 2025 | +5.4% | +10.5% |
| March 31, 2025 | −3.4% | −4.6% |
| December 31, 2024 | +1.6% | +2.1% |
| September 30, 2024 | +8.1% | +5.4% |
| June 30, 2024 | −3.4% | +4.0% |
| March 31, 2024 | +9.5% | +10.0% |
| December 31, 2023 | +11.9% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +1.8% | +7.0% |
| December 31, 2022 | +9.8% | +7.1% |
| September 30, 2022 | −4.2% | −5.3% |
| June 30, 2022 | −13.2% | −16.5% |
| March 31, 2022 | −1.8% | −4.9% |
| December 31, 2021 | +5.9% | +10.7% |
| September 30, 2021 | −1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: WINTON GROUP Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1612063&type=13F-HR&dateb=&owner=include&count=40CIK 1612063
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1612063/000161206326000008/Filed August 7, 2026 · accession 0001612063-26-000008