Position in WGO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,033,640
-$151,448 QoQ
Shares Held
33,354
+14.0% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1.0673382502848234.ToString("F0")%
Shared 0.ToString("F0")%
None 98.93266174971518.ToString("F0")%
Common Shares in WGO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $8,124,344 across 10 Recreational Vehicles names. WGO ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
53,983 | $3,927,803 | |
| 2 | PII |
Polaris Inc.
|
42,173 | $2,298,428 | |
| 3 | WGO |
Winnebago Industries Inc
This page
|
33,354 | $1,033,640 | |
| 4 | HOG |
Harley-Davidson, Inc.
|
24,412 | $493,610 | |
| 5 | LCII |
Lci Industries
|
2,053 | $252,477 | |
| 6 | THO |
Thor Industries Inc
|
838 | $66,947 | |
| 7 | MCFT |
MasterCraft Boat Holdings, Inc.
|
1,122 | $23,012 | |
| 8 | PATK |
Patrick Industries Inc
|
135 | $14,994 |
All Filings in WGO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,033,640 | 33,354 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,185,088 | 29,247 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,168,728 | 34,950 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,119,110 | 38,590 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,076,082 | 31,227 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,417,202 | 29,661 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,731,096 | 29,790 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,610,824 | 29,720 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,206,162 | 29,813 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,579,382 | 21,671 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,091,332 | 35,178 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,346,020 | 35,178 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,264,550 | 56,578 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $869,391 | 16,497 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $280,203 | 5,266 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $248,384 | 5,115 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $442,235 | 8,185 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $221,838 | 2,961 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $229,365 | 3,375 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $258,896 | 3,375 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $202,297 | 3,375 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $174,386 | 3,375 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $224,842 | 3,375 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $93,858 | 3,375 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||