MORGAN STANLEY

Position in WGO — Winnebago Industries Inc

CIK 895421 NEW YORK, NY

Back to WGO Full portfolio

Position in WGO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$22,718,193

+$6,777,993 QoQ

Shares Held

727,215

+41.4% QoQ

Ownership

2.57%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#11

of 241 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Common Shares in WGO Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Jun 30, 2026

MORGAN STANLEY holds $408,238,653 across 12 Recreational Vehicles names. WGO ranks #8 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc.	1,019,846	$69,798,254
2	BC	Brunswick Corp	786,009	$66,213,392
3	THO	Thor Industries Inc	845,259	$63,529,663
4	LCII	Lci Industries	545,300	$57,736,360
5	HOG	Harley-Davidson, Inc.	1,836,693	$44,925,505
6	DOO	BRP Inc.	716,556	$43,724,244
7	PATK	Patrick Industries Inc	367,939	$33,033,560
8	WGO	Winnebago Industries Inc This page	727,215	$22,718,193

All Filings in WGO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,718,193	727,215	+41.4%	Shares	Defined	2026-08-13
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.