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← Winton Group Ltd, its record

Winton Group Ltd and Holocene Advisors LP: where the books meet

At Q2 2026, at least 16% of the two 13F books was the same, across 133 stocks both listed, against 14% at Q4 2017. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%10%20%Q4 2017: 14%, 151 in bothQ1 2018: 12%, 113 in both18Q2 2018: 13%, 118 in bothQ3 2018: 11%, 102 in bothQ4 2018: 13%, 135 in bothQ1 2019: 13%, 120 in both19Q2 2019: 18%, 157 in bothQ3 2019: 16%, 134 in bothQ4 2019: 12%, 159 in bothQ1 2020: 13%, 141 in both20Q2 2020: 11%, 129 in bothQ3 2020: 12%, 133 in bothQ4 2020: 8.5%, 122 in bothQ1 2021: 9.2%, 135 in both21Q2 2021: 9.1%, 126 in bothQ3 2021: 11%, 132 in bothQ4 2021: 13%, 149 in bothQ1 2022: 14%, 163 in both22Q2 2022: 13%, 155 in bothQ3 2022: 16%, 165 in bothQ4 2022: 13%, 146 in bothQ1 2023: 14%, 142 in both23Q2 2023: 18%, 130 in bothQ3 2023: 14%, 111 in bothQ4 2023: 10%, 114 in bothQ1 2024: 11%, 114 in both24Q2 2024: 13%, 116 in bothQ3 2024: 13%, 123 in bothQ4 2024: 15%, 128 in bothQ1 2025: 13%, 119 in both25Q2 2025: 15%, 155 in bothQ3 2025: 16%, 150 in bothQ4 2025: 20%, 153 in bothQ1 2026: 17%, 159 in both26Q2 2026: 16%, 133 in both
  • Q4 2017: 14%, 151 in both
  • Q1 2018: 12%, 113 in both
  • Q2 2018: 13%, 118 in both
  • Q3 2018: 11%, 102 in both
  • Q4 2018: 13%, 135 in both
  • Q1 2019: 13%, 120 in both
  • Q2 2019: 18%, 157 in both
  • Q3 2019: 16%, 134 in both
  • Q4 2019: 12%, 159 in both
  • Q1 2020: 13%, 141 in both
  • Q2 2020: 11%, 129 in both
  • Q3 2020: 12%, 133 in both
  • Q4 2020: 8.5%, 122 in both
  • Q1 2021: 9.2%, 135 in both
  • Q2 2021: 9.1%, 126 in both
  • Q3 2021: 11%, 132 in both
  • Q4 2021: 13%, 149 in both
  • Q1 2022: 14%, 163 in both
  • Q2 2022: 13%, 155 in both
  • Q3 2022: 16%, 165 in both
  • Q4 2022: 13%, 146 in both
  • Q1 2023: 14%, 142 in both
  • Q2 2023: 18%, 130 in both
  • Q3 2023: 14%, 111 in both
  • Q4 2023: 10%, 114 in both
  • Q1 2024: 11%, 114 in both
  • Q2 2024: 13%, 116 in both
  • Q3 2024: 13%, 123 in both
  • Q4 2024: 15%, 128 in both
  • Q1 2025: 13%, 119 in both
  • Q2 2025: 15%, 155 in both
  • Q3 2025: 16%, 150 in both
  • Q4 2025: 20%, 153 in both
  • Q1 2026: 17%, 159 in both
  • Q2 2026: 16%, 133 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockWinton Group LtdHolocene Advisors LP
CSX Corp(CSX)0.9%Added1.0%Added
Kla-tencor Corp(KLAC)1.3%Added0.7%New
Nvidia Corp(NVDA)0.5%Trimmed2.7%Trimmed
Amazon Com Inc(AMZN)0.5%Added7.5%Added
Visa Inc(V)0.5%Added1.5%Trimmed
Alphabet Inc(GOOGL)0.5%Added0.7%Trimmed
Wells Fargo & Co New(WFC)0.5%New0.5%New
Ge Vernova Inc(GEV)0.5%Trimmed0.6%Trimmed
Berkshire Hathaway Inc Del(BRK-B)0.5%Trimmed0.6%Held
SanDisk Corp(SNDK)0.5%Added0.4%Trimmed
Goldman Sachs Group Inc(GS)0.4%New0.5%New
Masco Corp(MAS)1.0%Added0.4%Trimmed
Humana Inc(HUM)0.5%New0.4%New
Wal-mart Stores Inc(WMT)0.4%New0.4%New
Citigroup Inc(C)0.4%Added0.3%New
Tesla Inc(TSLA)0.3%Added3.4%Held
Kroger Co(KR)0.5%Trimmed0.3%Added
Seagate Technology Hldngs PL(STX)0.3%Added1.0%Trimmed
Valero Energy Corp New(VLO)0.5%Added0.3%New
Vertiv Holdings Co(VRT)0.3%New0.2%Trimmed

and 113 smaller ones

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Microsoft Corp(MSFT)Winton Group Ltd trimmed; Holocene Advisors LP added
  • Visa Inc(V)Winton Group Ltd added; Holocene Advisors LP trimmed
  • Sherwin Williams Co(SHW)Winton Group Ltd sold out; Holocene Advisors LP added
  • Seagate Technology Hldngs PL(STX)Winton Group Ltd added; Holocene Advisors LP trimmed
  • Steel Dynamics Inc(STLD)Winton Group Ltd started; Holocene Advisors LP trimmed
  • Alphabet Inc(GOOGL)Winton Group Ltd added; Holocene Advisors LP trimmed
  • Target Corp(TGT)Winton Group Ltd sold out; Holocene Advisors LP added
  • Facebook Inc(META)Winton Group Ltd added; Holocene Advisors LP sold out
  • Lyondellbasell Industries N(LYB)Winton Group Ltd added; Holocene Advisors LP sold out
  • SanDisk Corp(SNDK)Winton Group Ltd added; Holocene Advisors LP trimmed
  • Brinker Intl Inc(EAT)Winton Group Ltd added; Holocene Advisors LP trimmed
  • 983793100(XPO)Winton Group Ltd added; Holocene Advisors LP trimmed
Winton Group Ltd: the recordHolocene Advisors LP: the record

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