Which hedge funds own WGO? WINNEBAGO INDS INC, Q2 2026 13F holders
33 tracked hedge funds disclosed a position in WGO (WINNEBAGO INDS INC) in their Q2 2026 13F filings, worth $128.1m in total. The largest holder by portfolio weight is CM Management, LLC at 1.6% of its book. 14 opened a new position this quarter: Landscape Capital Management, L.L.C., Atom Investors LP, Mirabella Financial Services LLP, Y-Intercept (Hong Kong) Ltd. 14 exited: Ares Systematic Credit Ltd, Bayforest Capital Ltd, Twinbeech Capital LP.
- 33
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 14
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $11.1m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $8.7m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $128m
- Combined value Sum of the holders' reported positions in the security.
- 2.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Ares Systematic Credit Ltd | 0.3% | $333k |
| Bayforest Capital Ltd | 0.1% | $96.8k |
| Twinbeech Capital LP | 0.09% | $846k |
| Prescott Group Capital Management, L.L.C. | 0.06% | $620k |
| Hillsdale Investment Management Inc. | 0.05% | $1.9m |
| Numerai GP LLC | 0.03% | $327k |
| Centiva Capital, LP | 0.03% | $557k |
| ExodusPoint Capital Management, LP | 0.02% | $2.3m |
| Caption Management, LLC | 0.02% | $332k |
| Aquatic Capital Management LLC | 0.01% | $307k |
| Caxton Associates LLP | 0.01% | $227k |
| Renaissance Technologies LLC | 0.0% | $765k |
| Quantbot Technologies LP | 0.0% | $19.6k |
| Walleye Capital LLC | 0.0% | $68.6k |
Ownership over time
Who discovered WGO first? Beta
The run: Q4 2011 → Q4 2017, +653%
| Punch Card Management L.P. high conviction | Q2 2019 | – | +44.7 pts |
| Intrinsic Edge Capital Management LLC | Q3 2017 | – | +1.2 pts |
| Waratah Capital Advisors Ltd. | Q1 2019 | – | +0.6 pts |
| Landscape Capital Management, L.L.C. | Q3 2020 | – | +0.5 pts |
| Gratia Capital, LLC | Q1 2015 | – | +0.4 pts |
| SG Capital Management LLC | Q3 2017 | – | +0.3 pts |
| J. Goldman & Co LP | Q3 2021 | – | 0.0 pts |
| Portman Square Capital LLP | Q2 2024 | – | −0.5 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.