Position in WGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,010,207
-$574,528 QoQ
Shares Held
32,337
-36.8% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 244 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WGO Over Time
Shares Held
Position Value (USD)
Derivatives in WGO
reported options exposure · as of Dec 31, 2020CallValue
$1,000
CallShares
100
PutValue
$0
PutShares
0
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, 2026Creative Planning holds $20,558,868 across 10 Recreational Vehicles names. WGO ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
127,162 | $8,702,967 | |
| 2 | BC |
Brunswick Corp
|
53,988 | $4,547,948 | |
| 3 | THO |
Thor Industries Inc
|
29,734 | $2,234,807 | |
| 4 | LCII |
Lci Industries
|
11,008 | $1,165,526 | |
| 5 | WGO |
Winnebago Industries Inc
This page
|
32,337 | $1,010,207 | |
| 6 | PATK |
Patrick Industries Inc
|
10,372 | $931,197 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
37,897 | $926,960 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
21,058 | $577,620 |
All Filings in WGO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010,207 | 32,337 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,584,735 | 51,137 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,533,641 | 37,849 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $647,030 | 19,349 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $913,065 | 31,485 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,351,383 | 39,216 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $462,462 | 9,679 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $574,126 | 9,880 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $440,104 | 8,120 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $598,586 | 8,089 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $569,557 | 7,815 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $441,772 | 7,431 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $496,373 | 7,443 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $457,272 | 7,925 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $410,006 | 7,780 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $375,236 | 7,052 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $344,290 | 7,090 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $457,093 | 8,460 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $504,586 | 6,735 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $470,997 | 6,501 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $441,672 | 6,499 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $418,759 | 5,459 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $282,617 | 4,715 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $1,000 | 100 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $221,199 | 4,281 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $1,000 | 100 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $284,534 | 4,271 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||