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
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
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.