Position in WGO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$30,782,181
-$6,859,359 QoQ
Shares Held
993,294
+6.9% QoQ
Ownership
3.51%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in WGO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026PZENA INVESTMENT MANAGEMENT LLC holds $74,780,266 across 2 Recreational Vehicles names. WGO ranks #2 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBUU |
Malibu Boats, Inc.
|
1,697,457 | $43,998,085 | |
| 2 | WGO |
Winnebago Industries Inc
This page
|
993,294 | $30,782,181 |
All Filings in WGO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,405,748 | 1,709,531 | Shares | Sole | 2026-07-17 | |
| 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. | ||||||