Balyasny Asset Management
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Balyasny Asset Management’s Winnebago Industries WGO Stock Holding History

Balyasny Asset Management’s Portfolio WGO Stock Details WGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-62,500
Closed -$1.81M – 3515
2025
Q2 		$1.81M Buy
+62,500
New +$2.05M ﹤0.01% 1791
2024
Q2 		– Sell
-37,500
Closed -$2.77M – 3166
2024
Q1 		$2.77M Buy
37,500
+19,800
+112% +$1.35M ﹤0.01% 1438
2023
Q4 		$1.29M Buy
+17,700
New +$1.14M ﹤0.01% 1587

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Balyasny Asset Management's WGO Position: Q1 2024 in Review

Balyasny Asset Management sold out of Winnebago Industries (WGO) in Q1 2024, closing a stake of 296,353 shares — an estimated $20.1M sold.

Balyasny Asset Management first reported a position in WGO in Q3 2015 and held it in 15 quarters. The position peaked at $21.6M in Q4 2023. 253 funds tracked by Wall St. Rank hold WGO as of Q1 2024.

  • Balyasny Asset Management reported no remaining Winnebago Industries position as of Q1 2024 after selling out during the quarter.
  • Balyasny Asset Management sold 296,353 Winnebago Industries shares in Q1 2024, an estimated $20.1M.
  • Balyasny Asset Management first reported a position in Winnebago Industries in Q3 2015 and held it in 15 quarters.
  • Balyasny Asset Management's Winnebago Industries position peaked at $21.6M in Q4 2023.
  • 253 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2024.

Based on Balyasny Asset Management's 13F filing for Q1 2024, filed 13 May 2024.