Position in WGO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$12,864,071
+$5,089,988 QoQ
Shares Held
415,104
+116.4% QoQ
Ownership
1.47%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90.02780026210299.ToString("F0")%
Shared 0.ToString("F0")%
None 9.972199737897009.ToString("F0")%
Common Shares in WGO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026JPMORGAN CHASE & CO holds $254,389,450 across 11 Recreational Vehicles names. WGO ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THO |
Thor Industries Inc
|
1,363,786 | $108,952,860 | |
| 2 | LCII |
Lci Industries
|
492,978 | $60,626,430 | |
| 3 | PATK |
Patrick Industries Inc
|
202,250 | $22,463,903 | |
| 4 | BC |
Brunswick Corp
|
259,326 | $18,868,554 | |
| 5 | WGO |
Winnebago Industries Inc
This page
|
415,104 | $12,864,071 | |
| 6 | PII |
Polaris Inc.
|
205,982 | $11,226,018 | |
| 7 | DOO |
BRP Inc.
|
153,361 | $11,012,852 | |
| 8 | HOG |
Harley-Davidson, Inc.
|
374,402 | $7,570,404 |
All Filings in WGO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,864,071 | 415,104 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $7,774,083 | 191,858 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $7,674,914 | 229,513 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $3,812,050 | 131,450 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $8,164,363 | 236,923 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $40,736,554 | 852,586 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $49,713,509 | 855,507 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $36,977,026 | 682,233 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $38,405,038 | 518,987 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $44,058,436 | 604,534 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $35,571,726 | 598,347 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $41,780,949 | 626,495 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $44,263,974 | 767,140 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $33,603,626 | 637,640 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $34,567,234 | 649,638 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $39,309,221 | 809,498 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $48,674,867 | 900,886 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $82,445,711 | 1,100,450 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $98,939,385 | 1,365,623 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $104,231,472 | 1,533,718 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $130,543,847 | 1,701,784 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $97,221,119 | 1,621,974 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $72,330,143 | 1,399,848 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $76,240,392 | 1,144,407 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $30,036,104 | 1,080,047 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||