WGO — WINNEBAGO INDS INC

Consumer Discretionary

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying WGO?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 1 buying vs 0 selling last quarter
65
Macro Tailwind
Macro conditions are mixed for this sector
48
Why? — Evidence & Confidence ▾

Of 1 tracked investors who changed their WGO position last quarter, 1 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 48/100 in a Contraction regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Howard Marks)
  • +5 tracked investors reported holding WGO at their latest filing
Contradicting evidence — always shown
  • 13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/6/2026.

About WINNEBAGO INDS INC (WGO)

WINNEBAGO INDS INC (WGO) appears in the most recent 13F filings of 5 tracked institutional investors. WINNEBAGO INDS INC is classified in the Consumer Discretionary sector. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $44M. Across recent filings, tracked investors recorded 1 new positions, 2 increased, 1 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in WGO

75
/100
Institutional Accumulation
Added / Increased3
Reduced1
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track WGO

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

WGO Ownership Composition

How WINNEBAGO INDS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Value & Distressed
61% of tracked value
Institutions
5
tracked investors
Total Reported
$30.5M
combined 13F value
Types3
  • Value & Distressed61.4%
  • Multi-Strategy / Quant33.9%
  • Macro4.7%
Value & Distressed(1)
61.4%
Multi-Strategy / Quant(3)
33.9%
Macro(1)
4.7%

Tracked investors currently reporting WGO

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    214.7K
    Value
    $6.7M
    % Portfolio
    0.00%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    62.5K
    Value
    $2M
    % Portfolio
    0.00%
  • Howard MarksJun 30, 2026
    Oaktree Capital Management
    Shares
    20.1M
    Value
    $18.7M
    % Portfolio
    0.26%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    53.4K
    Value
    $1.7M
    % Portfolio
    0.00%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    46.1K
    Value
    $1.4M
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold WGO?
5 tracked institutional investors disclosed a position in WGO (WINNEBAGO INDS INC) in their most recent 13F filing.
Who is the largest institutional holder of WGO?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in WGO, valued at $44M.
Did institutional ownership of WGO increase or decrease?
Across recent 13F filings, tracked investors recorded 1 new positions, 2 increased, 1 reduced, and 0 fully exited WGO.
What sector is WGO in?
WINNEBAGO INDS INC is classified in the Consumer Discretionary GICS sector.
Where does this WGO ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.