WINTON GROUP Ltd Q2 2024 Filing

Filed August 9, 2024

Portfolio Value

$1480.5T

Holdings

558

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (558 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
217$132.9T8.97%
2
WMTWALMART INC
367,886$24.9T1.68%
3
UNPUNION PAC CORP
100,547$22.7T1.54%
4
MMM3M CO
210,066$21.5T1.45%
5
GEVGE VERNOVA INC
123,640$21.2T1.43%
6
AIGAMERICAN INTL GROUP INC
274,965$20.4T1.38%
7
CMGCHIPOTLE MEXICAN GRILL INC
324,077$20.3T1.37%
8
BKBANK NEW YORK MELLON CORP
335,680$20.1T1.36%
9
DGDOLLAR GEN CORP NEW
146,541$19.4T1.31%
10
IPINTERNATIONAL PAPER CO
447,899$19.3T1.31%
11
AVGOBROADCOM INC
11,949$19.2T1.30%
12
EAELECTRONIC ARTS INC
135,625$18.9T1.28%
13
WRBBERKLEY W R CORP
235,194$18.5T1.25%
14
APHAMPHENOL CORP NEW
270,701$18.2T1.23%
15
JNPJUNIPER NETWORKS INC
496,653$18.1T1.22%
16
CRCRANE COMPANY
123,961$18.0T1.21%
17
NVDANVIDIA CORPORATION
144,199$17.8T1.20%
18
CATCATERPILLAR INC
53,469$17.8T1.20%
19
LYBLYONDELLBASELL INDUSTRIES N
184,851$17.7T1.19%
20
GAPGAP INC
735,892$17.6T1.19%
21
ODFLOLD DOMINION FREIGHT LINE IN
99,538$17.6T1.19%
22
GENGEN DIGITAL INC
684,659$17.1T1.16%
23
COOCOOPER COS INC
195,000$17.0T1.15%
24
GWWGRAINGER W W INC
18,474$16.7T1.13%
25
WSMWILLIAMS SONOMA INC
58,548$16.5T1.12%
26
BALLBALL CORP
275,238$16.5T1.12%
27
XLUSELECT SECTOR SPDR TR
235,771$16.1T1.09%
28
NOVNOV INC
841,078$16.0T1.08%
29
ANAUTONATION INC
99,334$15.8T1.07%
30
PVHPVH CORPORATION
147,243$15.6T1.05%
31
LNWOLIGHT & WONDER INC
148,156$15.5T1.05%
32
GLGLOBE LIFE INC
188,179$15.5T1.05%
33
KBHKB HOME
206,789$14.5T0.98%
34
XLRESELECT SECTOR SPDR TR
375,458$14.4T0.97%
35
CLFCLEVELAND-CLIFFS INC NEW
874,464$13.5T0.91%
36
SUXTD SYNNEX CORPORATION
111,732$12.9T0.87%
37
XLVSELECT SECTOR SPDR TR
81,039$11.8T0.80%
38
CMECME GROUP INC
60,000$11.8T0.80%
39
MTGMGIC INVT CORP WIS
521,001$11.2T0.76%
40
XLESELECT SECTOR SPDR TR
121,386$11.1T0.75%
41
USX1UNITED STATES STL CORP NEW
287,123$10.9T0.73%
42
WIREEURENCORE WIRE CORP
36,323$10.5T0.71%
43
KNFKNIFE RIVER CORP
145,270$10.2T0.69%
44
FMCFMC CORP
138,830$8.0T0.54%
45
RXORXO INC
300,255$7.9T0.53%
46
NVSTENVISTA HOLDINGS CORPORATION
422,072$7.0T0.47%
47
RDNRADIAN GROUP INC
212,295$6.6T0.45%
48
CHHCHOICE HOTELS INTL INC
54,059$6.4T0.43%
49
MACMACERICH CO
406,766$6.3T0.42%
50
TNLTRAVEL PLUS LEISURE CO
135,860$6.1T0.41%
51
METAMETA PLATFORMS INC
11,698$5.9T0.40%
52
PHINPHINIA INC
148,133$5.8T0.39%
53
ABTABBOTT LABS
55,664$5.8T0.39%
54
NYCBEURNEW YORK CMNTY BANCORP INC
1,677,242$5.4T0.36%
55
SRCLSTERICYCLE INC
92,137$5.4T0.36%
56
WCNWASTE CONNECTIONS INC
30,324$5.3T0.36%
57
MAMASTERCARD INCORPORATED
11,566$5.1T0.34%
58
HUBGHUB GROUP INC
117,664$5.1T0.34%
59
GEGE AEROSPACE
31,518$5.0T0.34%
60
ASGNASGN INC
53,731$4.7T0.32%
61
MCDMCDONALDS CORP
18,499$4.7T0.32%
62
WSWORTHINGTON STL INC
141,024$4.7T0.32%
63
QDELQUIDELORTHO CORP
140,546$4.7T0.32%
64
TSAACI WORLDWIDE INC
117,467$4.7T0.31%
65
GMGENERAL MTRS CO
99,426$4.6T0.31%
66
UAUNDER ARMOUR INC
701,228$4.6T0.31%
67
KLGWK KELLOGG CO
270,395$4.5T0.30%
68
AMZNAMAZON COM INC
22,965$4.4T0.30%
69
SLBSCHLUMBERGER LTD
93,115$4.4T0.30%
70
IBMINTERNATIONAL BUSINESS MACHS
25,000$4.3T0.29%
71
ULTAULTA BEAUTY INC
11,183$4.3T0.29%
72
LNGCHENIERE ENERGY INC
24,332$4.3T0.29%
73
MSFTMICROSOFT CORP
9,297$4.2T0.28%
74
8CWCROWN CASTLE INC
42,447$4.1T0.28%
75
FOXAFOX CORP
115,131$4.0T0.27%
76
HLTHILTON WORLDWIDE HLDGS INC
18,064$3.9T0.27%
77
MNSTMONSTER BEVERAGE CORP NEW
78,743$3.9T0.27%
78
GU9GUESS INC
191,982$3.9T0.26%
79
NTAPNETAPP INC
29,987$3.9T0.26%
80
ELVELEVANCE HEALTH INC
6,771$3.7T0.25%
81
AEBAALLETE INC
57,288$3.6T0.24%
82
PRFTUSDPERFICIENT INC
47,488$3.6T0.24%
83
ADBEADOBE INC
6,336$3.5T0.24%
84
ICEINTERCONTINENTAL EXCHANGE IN
24,870$3.4T0.23%
85
PARRPAR PAC HOLDINGS INC
134,185$3.4T0.23%
86
DPZDOMINOS PIZZA INC
6,458$3.3T0.23%
87
MRKMERCK & CO INC
26,914$3.3T0.23%
88
ALGTALLEGIANT TRAVEL CO
65,808$3.3T0.22%
89
WDAYWORKDAY INC
14,753$3.3T0.22%
90
FDXFEDEX CORP
10,998$3.3T0.22%
91
AALAMERICAN AIRLS GROUP INC
289,160$3.3T0.22%
92
RYNRAYONIER INC
112,565$3.3T0.22%
93
ORLYOREILLY AUTOMOTIVE INC
3,086$3.3T0.22%
94
EMREMERSON ELEC CO
28,603$3.2T0.21%
95
XOMEXXON MOBIL CORP
27,030$3.1T0.21%
96
LLYELI LILLY & CO
3,401$3.1T0.21%
97
HALHALLIBURTON CO
89,493$3.0T0.20%
98
ANETEURARISTA NETWORKS INC
8,091$2.8T0.19%
99
PLNTPLANET FITNESS INC
38,399$2.8T0.19%
100
ORIOLD REP INTL CORP
90,285$2.8T0.19%
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