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Equibles

COOKE & BIELER LP

Position in WGO — Winnebago Industries Inc

CIK 24386 PHILADELPHIA, PA
Back to WGO Full portfolio

Position in WGO

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$39,882,952
-$14,187,625 QoQ
Shares Held
1,276,663
-26.8% QoQ
Ownership
4.52%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#4
of 244 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 74% Shared 0% None 26%

Common Shares in WGO Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Jun 30, 2026

COOKE & BIELER LP holds $70,164,081 across 2 Recreational Vehicles names. WGO ranks #1 (56.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WGO
Winnebago Industries Inc
This page 		1,276,663 $39,882,952
2 MBUU
Malibu Boats, Inc.
 1,103,942 $30,281,129

All Filings in WGO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $39,882,952 1,276,663
2026-03-31 $54,070,577 1,744,775
2025-12-31 $71,253,447 1,758,476
2025-09-30 $59,962,267 1,793,130
2025-06-30 $52,210,440 1,800,360
2025-03-31 $66,556,871 1,931,424
2024-12-31 $93,997,355 1,967,295
2024-09-30 $116,822,891 2,010,375
2024-06-30 $113,112,961 2,086,955
2024-03-31 $156,568,090 2,115,785
2023-12-31 $159,353,213 2,186,515
2023-09-30 $132,435,992 2,227,687
2023-06-30 $150,433,099 2,255,707
2023-03-31 $130,514,341 2,261,947
2022-12-31 $123,651,169 2,346,322
2022-09-30 $123,978,342 2,329,982
2022-06-30 $115,138,527 2,371,057
2022-03-31 $113,143,520 2,094,087
2021-12-31 $155,493,987 2,075,467
2021-09-30 $148,075,266 2,043,827
2021-06-30 $118,472,629 1,743,270
2021-03-31 $119,191,461 1,553,793
2020-12-31 $94,150,095 1,570,739
2020-09-30 $71,291,010 1,379,737
2020-06-30 $80,618,327 1,210,122
2020-03-31 $50,455,071 1,814,278