Position in WGO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$53,405,748
+$22,623,567 QoQ
Shares Held
1,709,531
+72.1% QoQ
Ownership
6.05%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2
of 244 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in WGO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026PZENA INVESTMENT MANAGEMENT LLC holds $102,622,327 across 2 Recreational Vehicles names. WGO ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WGO |
Winnebago Industries Inc
This page
|
1,709,531 | $53,405,748 | |
| 2 | MBUU |
Malibu Boats, Inc.
|
1,794,261 | $49,216,579 |
All Filings in WGO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,405,748 | 1,709,531 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $30,782,181 | 993,294 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $37,641,540 | 928,962 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||