Position in WGO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,780,004
+$12,148,081 QoQ
Shares Held
665,173
+138.8% QoQ
Ownership
2.35%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 241 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 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 Jun 30, 2026GOLDMAN SACHS GROUP INC holds $354,530,600 across 10 Recreational Vehicles names. WGO ranks #8 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
1,012,723 | $69,310,761 | |
| 2 | BC |
Brunswick Corp
|
690,331 | $58,153,482 | |
| 3 | DOO |
BRP Inc.
|
817,859 | $49,905,755 | |
| 4 | PATK |
Patrick Industries Inc
|
470,159 | $42,210,873 | |
| 5 | LCII |
Lci Industries
|
343,801 | $36,401,648 | |
| 6 | THO |
Thor Industries Inc
|
398,271 | $29,934,047 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
1,122,571 | $27,458,085 | |
| 8 | WGO |
Winnebago Industries Inc
This page
|
665,173 | $20,780,004 |
All Filings in WGO
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,780,004 | 665,173 | Shares | Defined | 2026-08-14 | |
| 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 | $1,783,500 | 30,000 | Put | Defined | 2024-05-15 | |
| 2023-09-30 | $90,891,856 | 1,528,879 | Shares | 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. | ||||||