WGO
Winnebago Industries, Inc. · Consumer Cyclical · Auto - Recreational Vehicles
Momentum inputs (comparable managers):
holder breadth +18.2% ·
share flow +22.0% ·
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 Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 106 | $2,793 | +1 | n/a |
| 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 | n/a |
| Q2 2025 | 15 | -1 | 12.14M | $352.08M | n/a | −1 |
| Q1 2025 | 13 | +2 | 4.50M | $155.08M | +2 | n/a |
| Q4 2024 | 11 | -3 | 3.69M | $176.32M | +1 | −4 |
| Q3 2024 | 13 | +2 | 1.78M | $103.68M | +2 | n/a |
| Q2 2024 | 11 | n/a | 1.52M | $82.41M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 1.12M | -5.9% | $38.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Capital World Investors ✦ | 850.83K | New | $29.32M | 0.0% | New | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 667.28K | +1.6% | $23.00M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Citadel Advisors ✦ | 657.69K | -3.9% | $22.66M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 5 | Millennium Management ✦ | 580.26K | +1.6% | $20.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Two Sigma Investments ✦ | 204.50K | +54.5% | $7.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | GAMCO Investors ✦ | 101.00K | 0.0% | $3.48M | 0.0% | Held | 4 | SEC ↗ |
| 8 | Marshall Wace ✦ | 96.39K | New | $3.32M | 0.0% | New | 1 | SEC ↗ ×2 |
| 9 | Renaissance Technologies ✦ | 69.00K | -67.8% | $2.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 65.10K | +283.0% | $2.24M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 11 | D. E. Shaw & Co. ✦ | 31.51K | -3.4% | $1.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Norges Bank ✦ (passive) | 26.46K | -56.2% | $911,949 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 26.16K | +2.3% | $902,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Capital World Investors | $29.32M | 0.0% |
| Marshall Wace | $3.32M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 253 holders, 29.01M shares, $893.57M 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