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David Shaw’s Winnebago Industries WGO Stock Holding History

David Shaw’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
2026
Q2 		$568K Sell
18,171
-14,291
-44% -$436K ﹤0.01% 4125
2026
Q1 		$1.01M Sell
32,462
-113,307
-78% -$4.72M ﹤0.01% 3441
2025
Q4 		$5.91M Buy
145,769
+3,623
+3% +$132K ﹤0.01% 2173
2025
Q3 		$4.75M Buy
142,146
+126,257
+795% +$4.16M ﹤0.01% 2253
2025
Q2 		$461K Sell
15,889
-15,620
-50% -$512K ﹤0.01% 3679
2025
Q1 		$1.09M Sell
31,509
-1,102
-3% -$46.7K ﹤0.01% 3035
2024
Q4 		$1.56M Sell
32,611
-2,183
-6% -$124K ﹤0.01% 2912
2024
Q3 		$2.02M Sell
34,794
-46,034
-57% -$2.64M ﹤0.01% 2713
2024
Q2 		$4.38M Sell
80,828
-764
-0.9% -$47.1K ﹤0.01% 1950
2024
Q1 		$6.04M Sell
81,592
-38,097
-32% -$2.59M 0.01% 1744
2023
Q4 		$8.72M Sell
119,689
-25,552
-18% -$1.64M 0.01% 1471
2023
Q3 		$8.63M Buy
145,241
+4,304
+3% +$279K 0.01% 1390
2023
Q2 		$9.4M Sell
140,937
-1,409
-1% -$84.1K 0.01% 1389
2023
Q1 		$8.21M Buy
142,346
+26,961
+23% +$1.65M 0.01% 1525
2022
Q4 		$6.08M Buy
115,385
+9,828
+9% +$559K 0.01% 1902
2022
Q3 		$5.62M Sell
105,557
-47,213
-31% -$2.74M 0.01% 1955
2022
Q2 		$7.42M Buy
152,770
+50,922
+50% +$2.63M 0.01% 1691
2022
Q1 		$5.5M Sell
101,848
-20,430
-17% -$1.32M 0.01% 2199
2021
Q4 		$9.16M Buy
122,278
+85,766
+235% +$6.17M 0.01% 1739
2021
Q3 		$2.65M Buy
+36,512
New +$2.55M ﹤0.01% 2758
2020
Q3 		– Sell
-7,287
Closed -$420K – 4204
2020
Q2 		$485K Sell
7,287
-23,086
-76% -$1.18M ﹤0.01% 3383
2020
Q1 		$845K Buy
+30,373
New +$1.47M ﹤0.01% 2873
2019
Q1 		– Sell
-10,990
Closed -$330K – 3965
2018
Q4 		$266K Sell
10,990
-989
-8% -$26.2K ﹤0.01% 3417
2018
Q3 		$397K Buy
+11,979
New +$462K ﹤0.01% 3234
2018
Q2 		– Sell
-18,298
Closed -$698K – 3915
2018
Q1 		$688K Buy
+18,298
New +$843K ﹤0.01% 2733
2014
Q1 		– Sell
-38,161
Closed -$1M – 4660
2013
Q4 		$1.05M Buy
+38,161
New +$1.11M ﹤0.01% 3132

Other funds holding WGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

David Shaw's WGO Position: Q2 2026 in Review

David Shaw reduced its Winnebago Industries (WGO) stake by 44% in Q2 2026, selling an estimated $436K and leaving 18,171 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #4125.

David Shaw first reported a position in WGO in Q4 2013 and has held it in 26 quarters since. The position peaked at $9.4M in Q2 2023. 241 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • David Shaw held 18,171 shares of Winnebago Industries worth $568K as of Q2 2026.
  • David Shaw sold 14,291 Winnebago Industries shares in Q2 2026, an estimated $436K.
  • Winnebago Industries made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4125 holding.
  • David Shaw first reported a position in Winnebago Industries in Q4 2013 and has held it in 26 quarters since.
  • David Shaw's Winnebago Industries position peaked at $9.4M in Q2 2023.
  • 241 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.