Joel Greenblatt's WGO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 23,616 shares of Winnebago Industries, Inc. (WGO) worth $731,860, representing 0.00% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in WGO, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2016, adding 87,448 shares. Largest reduction occurred in Q2 2018, reducing 86,940 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Winnebago Industries (WGO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Winnebago Industries (WGO) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +5,868 | Add 33.06% | 23,616 | $30.99 |
| Q4 2025 | +17,748 | New Buy | 17,748 | $40.52 |
| Q4 2024 | -10,615 | Sold Out | 0 | $0.00 |
| Q3 2024 | -7,863 | Reduce 42.55% | 10,615 | $58.11 |
| Q2 2024 | +9,987 | Add 117.62% | 18,478 | $54.20 |
| Q1 2024 | -1 | Reduce 0.01% | 8,491 | $74.00 |
| Q4 2023 | -598 | Reduce 6.58% | 8,492 | $72.88 |
| Q3 2023 | +70 | Add 0.78% | 9,090 | $59.45 |
| Q2 2023 | -7,021 | Reduce 43.77% | 9,020 | $66.69 |
| Q1 2023 | -5,305 | Reduce 24.85% | 16,041 | $57.70 |
| Q4 2022 | -7,163 | Reduce 25.13% | 21,346 | $52.70 |
| Q3 2022 | +12,718 | Add 80.54% | 28,509 | $53.21 |
| Q2 2022 | +15,791 | New Buy | 15,791 | $48.57 |
| Q1 2022 | -4,994 | Sold Out | 0 | $0.00 |
| Q4 2021 | -17,287 | Reduce 77.59% | 4,994 | $74.89 |
| Q3 2021 | +4,912 | Add 28.28% | 22,281 | $72.44 |
| Q2 2021 | +3,820 | Add 28.19% | 17,369 | $67.94 |
| Q1 2021 | -6,034 | Reduce 30.81% | 13,549 | $76.68 |
| Q4 2020 | +7,444 | Add 61.32% | 19,583 | $59.95 |
| Q3 2020 | +2,294 | Add 23.30% | 12,139 | $51.65 |
| Q2 2020 | +9,845 | New Buy | 9,845 | $66.63 |
| Q1 2020 | -26,764 | Sold Out | 0 | $0.00 |
| Q4 2019 | +15,258 | Add 132.61% | 26,764 | $52.98 |
| Q3 2019 | +1,567 | Add 15.77% | 11,506 | $38.33 |
| Q2 2019 | -33 | Reduce 0.33% | 9,939 | $38.64 |
| Q1 2019 | -17,745 | Reduce 64.02% | 9,972 | $31.19 |
| Q4 2018 | -2,051 | Reduce 6.89% | 27,717 | $24.21 |
| Q3 2018 | -853 | Reduce 2.79% | 29,768 | $33.16 |
| Q2 2018 | -86,940 | Reduce 73.95% | 30,621 | $40.59 |
| Q1 2018 | -60,478 | Reduce 33.97% | 117,561 | $37.60 |
| Q4 2017 | +25,218 | Add 16.50% | 178,039 | $55.60 |
| Q3 2017 | +19,015 | Add 14.21% | 152,821 | $44.75 |
| Q2 2017 | +78,714 | Add 142.88% | 133,806 | $35.00 |
| Q1 2017 | -48,271 | Reduce 46.70% | 55,092 | $29.24 |
| Q4 2016 | +260 | Add 0.25% | 103,363 | $31.65 |
| Q3 2016 | +87,448 | Add 558.59% | 103,103 | $23.57 |
| Q2 2016 | +6,637 | Add 73.60% | 15,655 | $22.93 |
| Q1 2016 | -56,288 | Reduce 86.19% | 9,018 | $22.40 |
| Q4 2015 | -26,423 | Reduce 28.81% | 65,306 | $19.91 |
| Q3 2015 | +71,055 | Add 343.69% | 91,729 | $19.15 |
| Q2 2015 | -7,874 | Reduce 27.58% | 20,674 | $23.60 |
| Q1 2015 | -8,917 | Reduce 23.80% | 28,548 | $21.26 |
| Q4 2014 | +19,606 | Add 109.78% | 37,465 | $21.75 |
| Q3 2014 | +3,396 | Add 23.48% | 17,859 | $21.78 |
| Q2 2014 | +14,463 | New Buy | 14,463 | $25.17 |
Joel Greenblatt's Winnebago Industries Investment FAQs
Joel Greenblatt first purchased Winnebago Industries, Inc. (WGO) in Q2 2014, acquiring 14,463 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Winnebago Industries, Inc. (WGO) for 45 quarters since Q2 2014.
Joel Greenblatt's largest addition to Winnebago Industries, Inc. (WGO) was in Q3 2016, adding 103,103 shares worth $2.43 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 23,616 shares of Winnebago Industries, Inc. (WGO), valued at approximately $731,860.
As of the Q1 2026 filing, Winnebago Industries, Inc. (WGO) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Winnebago Industries, Inc. (WGO) was 178,039 shares, as reported at the end of Q4 2017.