Cliff Asness's WGO Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 249,145 shares of Winnebago Industries, Inc. (WGO) worth $7.72 M, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in WGO, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2026, adding 125,576 shares. Largest reduction occurred in Q3 2013, reducing 49,968 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Winnebago Industries (WGO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Winnebago Industries (WGO) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +125,576 | Add 101.62% | 249,145 | $30.99 |
| Q4 2025 | +24,735 | Add 25.03% | 123,569 | $40.52 |
| Q3 2025 | -27,934 | Reduce 22.04% | 98,834 | $33.44 |
| Q2 2025 | +61,664 | Add 94.72% | 126,768 | $29.00 |
| Q1 2025 | +48,105 | Add 282.99% | 65,104 | $34.46 |
| Q4 2024 | +3,879 | Add 29.57% | 16,999 | $47.78 |
| Q3 2024 | -12,969 | Reduce 49.71% | 13,120 | $58.11 |
| Q2 2024 | +13,105 | Add 100.93% | 26,089 | $54.20 |
| Q1 2024 | -13,217 | Reduce 50.44% | 12,984 | $74.00 |
| Q4 2023 | -19,052 | Reduce 42.10% | 26,201 | $72.88 |
| Q3 2023 | +2,231 | Add 5.19% | 45,253 | $59.45 |
| Q2 2023 | -954 | Reduce 2.17% | 43,022 | $66.69 |
| Q1 2023 | -7,024 | Reduce 13.77% | 43,976 | $57.70 |
| Q4 2022 | +10,324 | Add 25.38% | 51,000 | $52.70 |
| Q3 2022 | +16,428 | Add 67.75% | 40,676 | $53.20 |
| Q2 2022 | -2,260 | Reduce 8.53% | 24,248 | $48.54 |
| Q1 2022 | -5,964 | Reduce 18.37% | 26,508 | $54.02 |
| Q4 2021 | +1,662 | Add 5.39% | 32,472 | $74.93 |
| Q3 2021 | +4,692 | Add 17.96% | 30,810 | $72.44 |
| Q2 2021 | -3,835 | Reduce 12.80% | 26,118 | $67.96 |
| Q1 2021 | -2,833 | Reduce 8.64% | 29,953 | $76.72 |
| Q4 2020 | -4,570 | Reduce 12.23% | 32,786 | $59.93 |
| Q3 2020 | -5,480 | Reduce 12.79% | 37,356 | $51.67 |
| Q2 2020 | -2,079 | Reduce 4.63% | 42,836 | $66.63 |
| Q1 2020 | -1,099 | Reduce 2.39% | 44,915 | $27.81 |
| Q4 2019 | +24,698 | Add 115.87% | 46,014 | $52.98 |
| Q4 2018 | -4,565 | Reduce 17.64% | 21,316 | $24.21 |
| Q3 2018 | -8,619 | Reduce 24.98% | 25,881 | $33.15 |
| Q1 2018 | +1,756 | Add 5.36% | 34,500 | $37.59 |
| Q4 2017 | +2,225 | Add 7.29% | 32,744 | $55.61 |
| Q3 2017 | -930 | Reduce 2.96% | 30,519 | $44.76 |
| Q1 2017 | +2,028 | Add 6.89% | 31,449 | $29.25 |
| Q4 2016 | -10,252 | Reduce 25.84% | 29,421 | $31.64 |
| Q3 2016 | +4,117 | Add 11.58% | 39,673 | $23.57 |
| Q2 2016 | -8,200 | Reduce 18.74% | 35,556 | $22.92 |
| Q1 2016 | +43,756 | New Buy | 43,756 | $22.44 |
| Q3 2014 | -9,904 | Sold Out | 0 | $0.00 |
| Q2 2014 | -39,632 | Reduce 80.01% | 9,904 | $25.14 |
| Q1 2014 | -12,000 | Reduce 19.50% | 49,536 | $27.39 |
| Q4 2013 | -10,100 | Reduce 14.10% | 61,536 | $27.45 |
| Q3 2013 | -49,968 | Reduce 41.09% | 71,636 | $25.96 |
| Q2 2013 | +121,604 | Add 0.00% | 121,604 | $20.99 |
| Q4 2012 | +32,800 | Add 0.00% | 32,800 | $17.13 |
Cliff Asness's Winnebago Industries Investment FAQs
Cliff Asness first purchased Winnebago Industries, Inc. (WGO) in Q4 2012, acquiring 32,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Winnebago Industries, Inc. (WGO) for 49 quarters since Q4 2012.
Cliff Asness's largest addition to Winnebago Industries, Inc. (WGO) was in Q1 2026, adding 249,145 shares worth $7.72 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 249,145 shares of Winnebago Industries, Inc. (WGO), valued at approximately $7.72 M.
As of the Q1 2026 filing, Winnebago Industries, Inc. (WGO) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Winnebago Industries, Inc. (WGO) was 249,145 shares, as reported at the end of Q1 2026.