Position in WGO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,631,923
-$3,727,162 QoQ
Shares Held
278,539
-8.7% QoQ
Ownership
0.985%
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 99.86752303986157.ToString("F0")%
Shared 0.ToString("F0")%
None 0.13247696013843663.ToString("F0")%
Common Shares in WGO Over Time
Shares Held
Position Value (USD)
Derivatives in WGO
reported options exposure · as of Dec 31, 2024CallValue
$6,627,086
CallShares
138,700
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 Mar 31, 2026GOLDMAN SACHS GROUP INC holds $322,158,976 across 12 Recreational Vehicles names. WGO ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
1,927,467 | $105,046,951 | |
| 2 | DOO |
BRP Inc.
|
777,808 | $55,854,392 | |
| 3 | PATK |
Patrick Industries Inc
|
391,069 | $43,436,032 | |
| 4 | BC |
Brunswick Corp
|
513,650 | $37,373,172 | |
| 5 | THO |
Thor Industries Inc
|
350,039 | $27,964,615 | |
| 6 | LCII |
Lci Industries
|
190,698 | $23,452,039 | |
| 7 | MCFT |
MasterCraft Boat Holdings, Inc.
|
547,690 | $11,233,120 | |
| 8 | WGO |
Winnebago Industries Inc
This page
|
278,539 | $8,631,923 |
All Filings in WGO
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,631,923 | 278,539 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,359,085 | 305,012 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $8,290,444 | 247,920 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,874,399 | 271,531 | Shares | Defined | 2025-08-14 | |
| 2025-04-30 | $8,938,492 | 280,908 | Shares | Sole | 2025-05-07 | |
| 2025-03-31 | $19,715,530 | 572,128 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $40,799,674 | 853,907 | Shares | Defined | 2025-02-11 | |
| 2024-12-31 | $6,627,086 | 138,700 | Call | Defined | 2025-02-11 | |
| 2024-09-30 | $50,886,345 | 875,690 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,807,540 | 88,700 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $47,655,728 | 879,257 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $87,250,292 | 1,179,058 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $121,043,913 | 1,660,866 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $90,891,856 | 1,528,879 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $1,783,500 | 30,000 | Put | Defined | 2024-05-15 | |
| 2023-06-30 | $105,881,978 | 1,587,674 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $84,231,787 | 1,459,823 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $57,797,564 | 1,096,728 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $29,826,598 | 560,545 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $25,684,889 | 528,931 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $33,833,153 | 626,192 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $38,188,146 | 509,719 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $37,025,065 | 511,043 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $27,252,366 | 401,006 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $24,966,879 | 325,471 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $19,027,113 | 317,436 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $18,842,395 | 364,668 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $19,812,787 | 297,400 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $11,925,956 | 428,837 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||