Position in WGO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,801,806
+$38,427 QoQ
Shares Held
153,707
0.0% QoQ
Ownership
0.544%
of shares outstanding
% of Portfolio
3.66%
of 13F equity value
Holder Rank
#40
of 237 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WGO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026LHM, INC. holds $10,465,758 across 2 Recreational Vehicles names. WGO ranks #2 (45.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCFT |
MasterCraft Boat Holdings, Inc.
|
219,363 | $5,663,952 | |
| 2 | WGO |
Winnebago Industries Inc
This page
|
153,707 | $4,801,806 |
All Filings in WGO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,801,806 | 153,707 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,763,379 | 153,707 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,941,407 | 146,629 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,682,693 | 169,937 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,928,173 | 169,937 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,382,691 | 127,182 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,076,755 | 127,182 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||