WGO
Winnebago Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
Momentum inputs (comparable managers):
holder breadth +18.2% ·
share flow +17.3% ·
net new positions +15.4%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 89 | -2 | 31.77M | $632.77M | +10 | −11 |
| Q1 2026 | 93 | +3 | 30.66M | $646.21M | +11 | −8 |
| Q4 2025 | 90 | 0 | 31.24M | $875.58M | +1 | −1 |
| Q3 2025 | 19 | +1 | 12.94M | $432.70M | +1 | — |
| Q2 2025 | 15 | -1 | 12.14M | $352.08M | — | −1 |
| Q1 2025 | 13 | +2 | 4.50M | $155.08M | +2 | — |
| Q4 2024 | 11 | -3 | 3.69M | $176.32M | +1 | −4 |
| Q3 2024 | 13 | +2 | 1.78M | $103.68M | +2 | — |
| Q2 2024 | 11 | — | 1.52M | $82.41M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 661.25K | -1.1% | $38.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 661.25K | -1.1% | $38.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Millennium Management ✦ | 476.22K | +126.2% | $27.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 133.37K | New | $7.75M | 0.0% | New | 1 | SEC ↗ |
| 5 | Wellington Management ✦ | 133.37K | New | $7.75M | 0.0% | New | 1 | SEC ↗ |
| 6 | Wellington Management ✦ | 133.37K | New | $7.75M | 0.0% | New | 1 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 110.18K | +11.2% | $6.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 110.18K | +11.2% | $6.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Norges Bank ✦ (passive) | 102.33K | -28.2% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | GAMCO Investors ✦ | 100.00K | 0.0% | $5.81M | 0.1% | Held | 2 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 70.20K | New | $4.08M | 0.0% | New | 1 | SEC ↗ |
| 12 | Marshall Wace ✦ | 44.43K | -69.8% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Marshall Wace ✦ | 44.43K | -69.8% | $2.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | D. E. Shaw & Co. ✦ | 34.79K | -57.0% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 34.79K | -57.0% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 23.52K | +1.1% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 13.12K | -49.7% | $762,404 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 13.12K | -49.7% | $762,404 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 10.62K | -42.5% | $616,838 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Fisher Asset Management ✦ | 3.94K | 0.0% | $229,127 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $7.75M | 0.0% |
| Wellington Management | $7.75M | 0.0% |
| Wellington Management | $7.75M | 0.0% |
| Renaissance Technologies | $4.08M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 7 holders, 20.97M shares, $19.00M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 1.24K sh · $39,187
Officer, Director · 12.04K sh · $393,631
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology