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Winnebago Industries, Inc.

WGO Consumer Discretionary
$29.78 +$0.43 (1.47%)
Market Cap: $841.76 M
Gurus Holding
8
Popularity Rank
#852
% of Shares Held
7.23%
Net Activity (Q1 2026)
-$434,377.6

Guru Ownership Trend

Guru Analysis for Winnebago Industries, Inc. (WGO)

Winnebago Industries, Inc. (WGO), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $60.86 M.

Top institutional holders include Richard Pzena and HOTCHKIS & WILEY.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $434,377.6 net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 101.6%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 72.9%.

Key Holders

Top 5 by Value

$30.78 M
$7.72 M
$6.79 M
$3.98 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$6.54 M
Total Buy Value
New Buys 0
Additions 5
-$6.97 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Winnebago Industries, Inc. (WGO)

Major holders include Richard Pzena ($30.78 M), HOTCHKIS & WILEY ($9.6 M), Cliff Asness ($7.72 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.04 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $434,377.6, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited WGO. The total reported sell value was $6.97 M.

Yes, 0 managers opened new positions in WGO, and 5 increased their existing holdings. The total reported buy value was $6.54 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.10% Add 6.9% 993,294 $30.78 M Q1 2026
0.03% Add 1.8% 309,823 $9.6 M Q1 2026
0.00% Add 101.6% 249,145 $7.72 M Q1 2026
0.07% Reduce -6.0% 219,000 $6.79 M Q1 2026
0.04% Reduce -46.9% 128,390 $3.98 M Q1 2026
0.01% Add 11.2% 95,681 $2.97 M Q1 2026
0.00% Reduce -72.9% 24,675 $764,678 Q1 2026
0.00% Add 33.1% 23,616 $731,860 Q1 2026
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Transaction
Value
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SEC Form