Check Capital Management’s Winnebago Industries WGO Stock Holding History

Check Capital 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
2020 Q1	–	Sell	-4,900	Closed	-$260K	–	50
2019 Q4	$260K	Sell	4,900 -2,400	-33%	-$112K	0.01%	41
2019 Q3	$280K	Hold	7,300	–	–	0.01%	41
2019 Q2	$282K	Hold	7,300	–	–	0.01%	42
2019 Q1	$227K	Buy	+7,300	New	+$219K	0.01%	46
2018 Q4	–	Sell	-8,700	Closed	-$288K	–	57
2018 Q3	$288K	Hold	8,700	–	–	0.01%	47
2018 Q2	$353K	Hold	8,700	–	–	0.02%	43
2018 Q1	$327K	Buy	+8,700	New	+$401K	0.02%	46

Other funds holding WGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Check Capital Management's WGO Position: Q1 2020 in Review

Check Capital Management sold out of Winnebago Industries (WGO) in Q1 2020, closing a stake of 4,900 shares — an estimated $260K sold.

Check Capital Management first reported a position in WGO in Q1 2018 and held it in 7 quarters. The position peaked at $353K in Q2 2018. 209 funds tracked by Wall St. Rank hold WGO as of Q1 2020.

Check Capital Management reported no remaining Winnebago Industries position as of Q1 2020 after selling out during the quarter.
Check Capital Management sold 4,900 Winnebago Industries shares in Q1 2020, an estimated $260K.
Check Capital Management first reported a position in Winnebago Industries in Q1 2018 and held it in 7 quarters.
Check Capital Management's Winnebago Industries position peaked at $353K in Q2 2018.
209 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2020.

Based on Check Capital Management's 13F filing for Q1 2020, filed 6 May 2020.