WINTON GROUP Ltd Q2 2021 Filing

Filed August 10, 2021

Portfolio Value

$1.9T

Holdings

1,409

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (1,409 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
212$88.7B4.76%
2
XLESELECT SECTOR SPDR TR
1,112,227$59.9B3.22%
3
XLISELECT SECTOR SPDR TR
531,869$54.5B2.92%
4
XLVSELECT SECTOR SPDR TR
227,610$28.7B1.54%
5
XLFSELECT SECTOR SPDR TR
711,582$26.1B1.40%
6
XLYSELECT SECTOR SPDR TR
100,792$18.0B0.97%
7
VTVVANGUARD INDEX FDS
111,907$15.4B0.83%
8
XLFISELECT SECTOR SPDR TR
213,654$14.9B0.80%
9
NVDANVIDIA CORPORATION
17,717$14.2B0.76%
10
SSS1EURLIFE STORAGE INC
128,024$13.7B0.74%
11
CSXCSX CORP
425,781$13.7B0.73%
12
XLUSELECT SECTOR SPDR TR
212,145$13.4B0.72%
13
SHWSHERWIN WILLIAMS CO
48,691$13.3B0.71%
14
CMECME GROUP INC
60,061$12.8B0.69%
15
APHAMPHENOL CORP NEW
182,018$12.5B0.67%
16
4I1PHILIP MORRIS INTL INC
122,835$12.2B0.65%
17
OTISOTIS WORLDWIDE CORP
145,102$11.9B0.64%
18
MOALTRIA GROUP INC
222,712$10.6B0.57%
19
CSCOCISCO SYS INC
162,355$8.6B0.46%
20
IBMINTERNATIONAL BUSINESS MACHS
53,822$7.9B0.42%
21
GOOGLALPHABET INC
2,754$6.7B0.36%
22
NEOGNEOGEN CORP
142,562$6.6B0.35%
23
METAFACEBOOK INC
18,769$6.5B0.35%
24
ARNC1EURARCONIC CORPORATION
179,988$6.4B0.34%
25
FIZZNATIONAL BEVERAGE CORP
133,738$6.3B0.34%
26
NFLXNETFLIX INC
11,368$6.0B0.32%
27
ORCLORACLE CORP
71,607$5.6B0.30%
28
ACNACCENTURE PLC IRELAND
18,729$5.5B0.30%
29
MBBISHARES TR
49,903$5.4B0.29%
30
HALHALLIBURTON CO
228,678$5.3B0.28%
31
KSUEURKANSAS CITY SOUTHERN
18,505$5.2B0.28%
32
BACVERIZON COMMUNICATIONS INC
93,507$5.2B0.28%
33
DPZDOMINOS PIZZA INC
11,184$5.2B0.28%
34
UPSUNITED PARCEL SERVICE INC
24,169$5.0B0.27%
35
UNHUNITEDHEALTH GROUP INC
11,621$4.7B0.25%
36
ULTAULTA BEAUTY INC
13,338$4.6B0.25%
37
NVRNVR INC
914$4.5B0.24%
38
ITWILLINOIS TOOL WKS INC
19,479$4.4B0.23%
39
DGDOLLAR GEN CORP NEW
19,948$4.3B0.23%
40
IPINTERNATIONAL PAPER CO
69,227$4.2B0.23%
41
UHALAMERCO
7,065$4.2B0.22%
42
INFYINFOSYS LTD
195,583$4.1B0.22%
43
WORKSLACK TECHNOLOGIES INC
92,978$4.1B0.22%
44
BKBANK NEW YORK MELLON CORP
79,352$4.1B0.22%
45
AGNCAGNC INVT CORP
236,257$4.0B0.21%
46
MDRXALLSCRIPTS HEALTHCARE SOLUTN
214,074$4.0B0.21%
47
SAPSAP SE
27,573$3.9B0.21%
48
FCNFTI CONSULTING INC
27,011$3.7B0.20%
49
HP5AEQUITY COMWLTH
140,510$3.7B0.20%
50
NCLHNORWEGIAN CRUISE LINE HLDG L
124,351$3.7B0.20%
51
FUODOLBY LABORATORIES INC
37,116$3.6B0.20%
52
AMZNAMAZON COM INC
1,060$3.6B0.20%
53
WHRWHIRLPOOL CORP
16,684$3.6B0.20%
54
TAT&T INC
126,319$3.6B0.20%
55
CHNGUSDCHANGE HEALTHCARE INC
154,971$3.6B0.19%
56
CRVLCORVEL CORP
26,299$3.5B0.19%
57
ORLYOREILLY AUTOMOTIVE INC
6,176$3.5B0.19%
58
WTMWHITE MTNS INS GROUP LTD
3,045$3.5B0.19%
59
FRHCFREEDOM HLDG CORP NEV
53,105$3.5B0.19%
60
AZOAUTOZONE INC
2,304$3.4B0.18%
61
MAGELLAN HEALTH INC
36,132$3.4B0.18%
62
CRMSALESFORCE COM INC
13,924$3.4B0.18%
63
UNPUNION PAC CORP
15,436$3.4B0.18%
64
SF9SANDERSON FARMS INC
17,844$3.4B0.18%
65
MDMEDNAX INC
110,371$3.3B0.18%
66
STXSEAGATE TECHNOLOGY HLDNGS PL
37,557$3.3B0.18%
67
ALLEALLEGION PLC
23,685$3.3B0.18%
68
SMSM ENERGY CO
133,541$3.3B0.18%
69
SLMSLM CORP
156,234$3.3B0.18%
70
OMCOMNICOM GROUP INC
40,733$3.3B0.17%
71
DELLDELL TECHNOLOGIES INC
32,080$3.2B0.17%
72
HPEHEWLETT PACKARD ENTERPRISE C
219,288$3.2B0.17%
73
AMDADVANCED MICRO DEVICES INC
33,668$3.2B0.17%
74
GRMNGARMIN LTD
21,372$3.1B0.17%
75
PSAPUBLIC STORAGE
10,223$3.1B0.17%
76
MCYMERCURY GENL CORP NEW
47,131$3.1B0.16%
77
CTRACABOT OIL & GAS CORP
174,870$3.1B0.16%
78
DRIDARDEN RESTAURANTS INC
20,318$3.0B0.16%
79
RSGREPUBLIC SVCS INC
26,957$3.0B0.16%
80
0VVBVIACOMCBS INC
64,881$2.9B0.16%
81
NEMNEWMONT CORP
46,079$2.9B0.16%
82
LBTYBLIBERTY GLOBAL PLC
107,043$2.9B0.16%
83
BNGOUSDBIONANO GENOMICS INC
394,526$2.9B0.16%
84
CACCCREDIT ACCEP CORP MICH
6,332$2.9B0.15%
85
SEBSEABOARD CORP DEL
742$2.9B0.15%
86
DYHTARGET CORP
11,640$2.8B0.15%
87
MDLZMONDELEZ INTL INC
44,971$2.8B0.15%
88
TSNTYSON FOODS INC
37,990$2.8B0.15%
89
COPCONOCOPHILLIPS
45,847$2.8B0.15%
90
PZZAPAPA JOHNS INTL INC
26,518$2.8B0.15%
91
RKTROCKET COS INC
142,607$2.8B0.15%
92
AFLAFLAC INC
51,407$2.8B0.15%
93
INVAINNOVIVA INC
204,846$2.7B0.15%
94
ANETEURARISTA NETWORKS INC
7,575$2.7B0.15%
95
WCNWASTE CONNECTIONS INC
22,835$2.7B0.15%
96
RGLDROYAL GOLD INC
23,675$2.7B0.15%
97
GOGROCERY OUTLET HLDG CORP
76,846$2.7B0.14%
98
NSCNORFOLK SOUTHN CORP
10,018$2.7B0.14%
99
GTMZOOMINFO TECHNOLOGIES INC
50,727$2.6B0.14%
100
VOYAVOYA FINANCIAL INC
42,953$2.6B0.14%
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