MORGAN STANLEY

Position in WGO — Winnebago Industries Inc

CIK 895421 NEW YORK, NY

Back to WGO Full portfolio

Position in WGO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$15,940,200

-$6,039,831 QoQ

Shares Held

514,366

-5.2% QoQ

Ownership

1.82%

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 87.55224878782812.ToString("F0")% Shared 0.ToString("F0")% None 12.447751212171877.ToString("F0")%

Common Shares in WGO Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Mar 31, 2026

MORGAN STANLEY holds $421,572,813 across 13 Recreational Vehicles names. WGO ranks #8 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc.	1,735,549	$94,587,418
2	LCII	Lci Industries	524,203	$64,466,479
3	BC	Brunswick Corp	769,656	$56,000,163
4	THO	Thor Industries Inc	680,452	$54,361,306
5	DOO	BRP Inc.	633,789	$45,512,382
6	PATK	Patrick Industries Inc	395,971	$43,980,495
7	HOG	Harley-Davidson, Inc.	1,890,534	$38,226,593
8	WGO	Winnebago Industries Inc This page	514,366	$15,940,200

All Filings in WGO

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,940,200	514,366	-5.2%	Shares	Defined	2026-05-15
2025-12-31	$21,980,031	542,449	+32.0%	Shares	Defined	2026-05-27
2025-09-30	$13,744,373	411,016	-17.9%	Shares	Defined	2026-05-27
2025-06-30	$14,517,226	500,594	+26.5%	Shares	Defined	2025-08-15
2025-03-31	$13,640,055	395,823	-11.9%	Shares	Defined	2025-05-15
2024-12-31	$21,458,856	449,118	+4.0%	Shares	Defined	2025-05-15
2024-09-30	$25,089,513	431,759	+22.6%	Shares	Defined	2025-05-14
2024-06-30	$19,084,196	352,107	+0.9%	Shares	Defined	2025-05-14
2024-03-31	$25,836,064	349,136	-43.1%	Shares	Defined	2024-10-17
2023-12-31	$44,722,881	613,651	+103.7%	Shares	Defined	2024-08-16
2023-09-30	$17,906,692	301,206	-7.8%	Shares	Defined	2023-11-15
2023-06-30	$21,776,949	326,540	-15.0%	Shares	Defined	2023-08-14
2023-03-31	$22,156,450	383,994	+20.0%	Shares	Defined	2023-05-15
2022-12-31	$16,860,255	319,929	-14.6%	Shares	Defined	2023-02-14
2022-09-30	$19,944,911	374,834	-4.4%	Shares	Defined	2022-11-14
2022-06-30	$19,048,236	392,262	+147.1%	Shares	Defined	2022-10-27
2022-03-31	$8,577,855	158,761	-32.1%	Shares	Defined	2022-10-27
2021-12-31	$17,523,035	233,890	+11.0%	Shares	Defined	2022-02-14
2021-09-30	$15,259,778	210,625	-14.1%	Shares	Defined	2021-11-15
2021-06-30	$16,665,011	245,218	+50.0%	Shares	Defined	2021-08-23
2021-03-31	$12,538,248	163,450	-76.7%	Shares	Defined	2021-05-17
2020-12-31	$42,030,645	701,212	+477.0%	Shares	Defined	2021-02-16
2020-09-30	$6,279,092	121,523	-27.8%	Shares	Defined	2020-11-13
2020-06-30	$11,218,873	168,401	+2.0%	Shares	Defined	2020-08-14
2020-03-31	$4,591,068	165,087	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.