Position in WGO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,109,965
+$762,641 QoQ
Shares Held
259,602
+9.5% QoQ
Ownership
0.918%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 243 holders
Holding Since
Mar 2020
26 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 Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$398,475
PutShares
5,500
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, 2026UBS Group AG holds $209,872,667 across 12 Recreational Vehicles names. WGO ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
707,010 | $48,387,764 | |
| 2 | HOG |
Harley-Davidson, Inc.
|
1,946,037 | $47,600,064 | |
| 3 | THO |
Thor Industries Inc
|
615,276 | $46,244,142 | |
| 4 | BC |
Brunswick Corp
|
281,595 | $23,721,562 | |
| 5 | PATK |
Patrick Industries Inc
|
191,157 | $17,162,073 | |
| 6 | LCII |
Lci Industries
|
137,544 | $14,563,157 | |
| 7 | WGO |
Winnebago Industries Inc
This page
|
259,602 | $8,109,965 | |
| 8 | MCFT |
MasterCraft Boat Holdings, Inc.
|
65,495 | $1,691,080 |
All Filings in WGO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,109,965 | 259,602 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,347,324 | 237,087 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $54,870,359 | 1,354,155 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $13,944,980 | 417,015 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,877,698 | 237,162 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,599,169 | 510,713 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $24,963,759 | 522,473 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,307,781 | 108,549 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,923,178 | 35,483 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,232,282 | 57,193 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $64,425 | 884 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,680,184 | 45,083 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $75,292 | 1,129 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $279,440 | 4,843 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $741,752 | 14,075 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $396,573 | 7,453 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $251,832 | 5,186 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $877,554 | 16,242 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,318,023 | 30,940 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $398,475 | 5,500 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $5,945,173 | 82,059 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,236,458 | 47,623 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,664,828 | 34,739 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,727,428 | 62,186 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,152,778 | 41,664 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $744,411 | 11,174 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $750,619 | 26,991 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||