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

Broad Peak Investment Holdings’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
Q1 		$64.9M Buy
877,678
+146,000
+20% +$9.92M 12.22% 3
2023
Q4 		$53.3M Buy
731,678
+380,200
+108% +$24.4M 8.59% 5
2023
Q3 		$20.9M Sell
351,478
-116,482
-25% -$7.55M 2.56% 12
2023
Q2 		$31.2M Buy
+467,960
New +$27.9M 4.23% 8

Other funds holding WGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Broad Peak Investment Holdings's WGO Position: Q1 2024 in Review

Broad Peak Investment Holdings increased its Winnebago Industries (WGO) stake by 20% in Q1 2024, buying an estimated $9.92M and bringing the position to 877,678 shares worth $64.9M. The position accounts for 12.22% of the portfolio, ranked #3.

Broad Peak Investment Holdings first reported a position in WGO in Q2 2023 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold WGO as of Q1 2024.

  • Broad Peak Investment Holdings held 877,678 shares of Winnebago Industries worth $64.9M as of Q1 2024.
  • Broad Peak Investment Holdings bought 146,000 Winnebago Industries shares in Q1 2024, an estimated $9.92M.
  • Winnebago Industries made up 12.22% of Broad Peak Investment Holdings's portfolio in Q1 2024, its #3 holding.
  • Broad Peak Investment Holdings first reported a position in Winnebago Industries in Q2 2023 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2024.

Based on Broad Peak Investment Holdings's 13F filing for Q1 2024, filed 1 May 2024.