WINTON GROUP Ltd Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$1213.7T

Holdings

756

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (756 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
217$115.3T9.50%
2
XLCSELECT SECTOR SPDR TR
1,683,374$110.4T9.09%
3
XLVSELECT SECTOR SPDR TR
478,062$61.5T5.07%
4
XLFSELECT SECTOR SPDR TR
941,215$31.2T2.57%
5
TMUST-MOBILE US INC
215,508$30.2T2.49%
6
XLKSELECT SECTOR SPDR TR
155,380$25.5T2.10%
7
CPRTCOPART INC
572,071$24.7T2.03%
8
WFCWELLS FARGO CO NEW
595,745$24.3T2.01%
9
UNPUNION PAC CORP
117,075$23.8T1.96%
10
XLRESELECT SECTOR SPDR TR
694,689$23.7T1.95%
11
SRESEMPRA
344,049$23.4T1.93%
12
CEGCONSTELLATION ENERGY CORP
159,487$17.4T1.43%
13
CSLCARLISLE COS INC
60,562$15.7T1.29%
14
CMECME GROUP INC
60,000$12.0T0.99%
15
DBXDROPBOX INC
428,899$11.7T0.96%
16
CAHCARDINAL HEALTH INC
120,508$10.5T0.86%
17
CHRCHURCHILL DOWNS INC
88,755$10.3T0.85%
18
XLFISELECT SECTOR SPDR TR
137,909$9.5T0.78%
19
METAMETA PLATFORMS INC
31,425$9.4T0.78%
20
AMZNAMAZON COM INC
72,912$9.3T0.76%
21
WMTWALMART INC
56,498$9.0T0.74%
22
MSFTMICROSOFT CORP
27,108$8.6T0.71%
23
NRANRG ENERGY INC
220,143$8.5T0.70%
24
COSTCOSTCO WHSL CORP NEW
13,778$7.8T0.64%
25
CPRICAPRI HOLDINGS LIMITED
143,530$7.6T0.62%
26
CRCRANE COMPANY
74,947$6.7T0.55%
27
IBMINTERNATIONAL BUSINESS MACHS
46,289$6.5T0.54%
28
HDHOME DEPOT INC
21,304$6.4T0.53%
29
CSCOCISCO SYS INC
114,193$6.1T0.51%
30
ORCLORACLE CORP
57,717$6.1T0.50%
31
EXLSEXLSERVICE HOLDINGS INC
203,501$5.7T0.47%
32
AAONAAON INC
100,005$5.7T0.47%
33
ABBVABBVIE INC
35,065$5.2T0.43%
34
GAPGAP INC
487,683$5.2T0.43%
35
ADPAUTOMATIC DATA PROCESSING IN
21,074$5.1T0.42%
36
FDXFEDEX CORP
18,844$5.0T0.41%
37
REGNREGENERON PHARMACEUTICALS
5,920$4.9T0.40%
38
HALHALLIBURTON CO
119,250$4.8T0.40%
39
ABTABBOTT LABS
48,740$4.7T0.39%
40
RSGREPUBLIC SVCS INC
32,511$4.6T0.38%
41
SLBSCHLUMBERGER LTD
77,614$4.5T0.37%
42
UNHUNITEDHEALTH GROUP INC
8,809$4.4T0.37%
43
SHWSHERWIN WILLIAMS CO
17,337$4.4T0.36%
44
WIREEURENCORE WIRE CORP
24,061$4.4T0.36%
45
MNSTMONSTER BEVERAGE CORP NEW
77,910$4.1T0.34%
46
XOMEXXON MOBIL CORP
34,975$4.1T0.34%
47
CSGPCOSTAR GROUP INC
52,668$4.0T0.33%
48
VUGVANGUARD INDEX FDS
14,403$3.9T0.32%
49
BACBANK AMERICA CORP
142,754$3.9T0.32%
50
GNWGENWORTH FINL INC
666,047$3.9T0.32%
51
ZBHZIMMER BIOMET HOLDINGS INC
34,278$3.8T0.32%
52
BSXBOSTON SCIENTIFIC CORP
71,828$3.8T0.31%
53
KNFKNIFE RIVER CORP
77,528$3.8T0.31%
54
ISRGINTUITIVE SURGICAL INC
12,842$3.8T0.31%
55
EOGEOG RES INC
29,207$3.7T0.31%
56
VVISA INC
16,048$3.7T0.30%
57
RBARB GLOBAL INC
57,596$3.6T0.30%
58
HPEHEWLETT PACKARD ENTERPRISE C
206,653$3.6T0.30%
59
INFYINFOSYS LTD
207,648$3.6T0.29%
60
CVSCVS HEALTH CORP
50,169$3.5T0.29%
61
ETNEATON CORP PLC
16,402$3.5T0.29%
62
SAPSAP SE
26,703$3.5T0.28%
63
NFLXNETFLIX INC
9,064$3.4T0.28%
64
TTWOTAKE-TWO INTERACTIVE SOFTWAR
24,312$3.4T0.28%
65
PCGPG&E CORP
209,532$3.4T0.28%
66
ACNACCENTURE PLC IRELAND
10,958$3.4T0.28%
67
OXYOCCIDENTAL PETE CORP
50,387$3.3T0.27%
68
INTUINTUIT
6,344$3.2T0.27%
69
RXORXO INC
163,967$3.2T0.27%
70
MANMANPOWERGROUP INC WIS
44,001$3.2T0.27%
71
LULULULULEMON ATHLETICA INC
8,158$3.1T0.26%
72
UBERUBER TECHNOLOGIES INC
68,311$3.1T0.26%
73
MTGMGIC INVT CORP WIS
183,895$3.1T0.25%
74
SYKSTRYKER CORPORATION
11,176$3.1T0.25%
75
NMIHNMI HLDGS INC
111,733$3.0T0.25%
76
LLYELI LILLY & CO
5,604$3.0T0.25%
77
ALSALLSTATE CORP
26,425$2.9T0.24%
78
RDNRADIAN GROUP INC
117,206$2.9T0.24%
79
WDAYWORKDAY INC
12,948$2.8T0.23%
80
CITHE CIGNA GROUP
9,687$2.8T0.23%
81
CCOCAMECO CORP
67,522$2.7T0.22%
82
MUMICRON TECHNOLOGY INC
39,234$2.7T0.22%
83
STZCONSTELLATION BRANDS INC
10,481$2.6T0.22%
84
POOLPOOL CORP
7,306$2.6T0.21%
85
CVXCHEVRON CORP NEW
15,130$2.6T0.21%
86
TAPMOLSON COORS BEVERAGE CO
40,043$2.5T0.21%
87
ESNTESSENT GROUP LTD
53,617$2.5T0.21%
88
NVDANVIDIA CORPORATION
5,603$2.4T0.20%
89
TECK/BTECK RESOURCES LTD
55,498$2.4T0.20%
90
JBLJABIL INC
18,804$2.4T0.20%
91
BURLBURLINGTON STORES INC
17,596$2.4T0.20%
92
CNCCENTENE CORP DEL
33,933$2.3T0.19%
93
BF/BBROWN FORMAN CORP
39,946$2.3T0.19%
94
TJXTJX COS INC NEW
23,074$2.1T0.17%
95
IAU*ISHARES GOLD TR
58,250$2.0T0.17%
96
LRNSTRIDE INC
44,968$2.0T0.17%
97
GKDGRAND CANYON ED INC
16,967$2.0T0.16%
98
PRDOPERDOCEO ED CORP
115,465$2.0T0.16%
99
MLIMUELLER INDS INC
26,122$2.0T0.16%
100
PHINPHINIA INC
73,115$2.0T0.16%
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