Position in WGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,373,373
-$524,612 QoQ
Shares Held
172,003
-9.6% QoQ
Ownership
0.608%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 243 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WGO Over Time
Shares Held
Position Value (USD)
Derivatives in WGO
reported options exposure · as of Dec 31, 2021CallValue
$1,573,320
CallShares
21,000
PutValue
$1,798,080
PutShares
24,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $196,172,993 across 9 Recreational Vehicles names. WGO ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOO |
BRP Inc.
|
787,004 | $48,022,984 | |
| 2 | HOG |
Harley-Davidson, Inc.
|
1,858,544 | $45,459,986 | |
| 3 | PII |
Polaris Inc.
|
646,151 | $44,222,574 | |
| 4 | THO |
Thor Industries Inc
|
355,172 | $26,694,727 | |
| 5 | BC |
Brunswick Corp
|
284,893 | $23,999,386 | |
| 6 | WGO |
Winnebago Industries Inc
This page
|
172,003 | $5,373,373 | |
| 7 | MBUU |
Malibu Boats, Inc.
|
52,275 | $1,433,903 | |
| 8 | LCII |
Lci Industries
|
6,000 | $635,280 |
All Filings in WGO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,373,373 | 172,003 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,897,985 | 190,319 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,246,137 | 228,187 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,003,666 | 329,057 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,079,190 | 244,110 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,047,138 | 204,502 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,326,167 | 132,402 | Shares | Sole | 2025-02-14 | |
| 2021-12-31 | $1,798,080 | 24,000 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $9,694,498 | 129,398 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $1,573,320 | 21,000 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $5,824,472 | 80,393 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $2,818,305 | 38,900 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $2,622,690 | 36,200 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $699,988 | 10,300 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $431,817 | 6,354 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $944,644 | 13,900 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $529,299 | 6,900 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $1,373,109 | 17,900 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $815,184 | 13,600 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $581,418 | 9,700 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $2,397,488 | 46,400 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $1,663,774 | 32,200 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $273,142 | 4,100 | Call | Sole | 2020-08-14 | |
| 2020-06-30 | $772,792 | 11,600 | Put | Sole | 2020-08-14 | |
| 2020-03-31 | $330,939 | 11,900 | Call | Sole | 2020-05-15 | |
| 2020-03-31 | $269,757 | 9,700 | Put | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||