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Broad Peak Investment Advisers’s Winnebago Industries WGO Stock Holding History

Broad Peak Investment Advisers’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
2024
Q4 		– Sell
-577,483
Closed -$33.6M – 9
2024
Q3 		$33.6M Sell
577,483
-300,195
-34% -$17.2M 10.29% 3
2024
Q2 		$47.6M Buy
+877,678
New +$54.1M 11.2% 4

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Broad Peak Investment Advisers's WGO Position: Q4 2024 in Review

Broad Peak Investment Advisers sold out of Winnebago Industries (WGO) in Q4 2024, closing a stake of 577,483 shares — an estimated $33.6M sold.

Broad Peak Investment Advisers first reported a position in WGO in Q2 2024 and held it in 2 quarters. The position peaked at $47.6M in Q2 2024. 259 funds tracked by Wall St. Rank hold WGO as of Q4 2024.

  • Broad Peak Investment Advisers reported no remaining Winnebago Industries position as of Q4 2024 after selling out during the quarter.
  • Broad Peak Investment Advisers sold 577,483 Winnebago Industries shares in Q4 2024, an estimated $33.6M.
  • Broad Peak Investment Advisers first reported a position in Winnebago Industries in Q2 2024 and held it in 2 quarters.
  • Broad Peak Investment Advisers's Winnebago Industries position peaked at $47.6M in Q2 2024.
  • 259 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2024.

Based on Broad Peak Investment Advisers's 13F filing for Q4 2024, filed 11 Feb 2025.