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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
Q1 		– Sell
-6,000
Closed -$243K – 5117
2025
Q4 		$243K Sell
6,000
-10,600
-64% -$387K ﹤0.01% 4249
2025
Q3 		$555K Buy
+16,600
New +$548K ﹤0.01% 3812
2025
Q2 		– Sell
-9,500
Closed -$327K – 4756
2025
Q1 		$327K Buy
+9,500
New +$403K ﹤0.01% 3730
2024
Q4 		– Sell
-6,000
Closed -$349K – 4937
2024
Q3 		$349K Sell
6,000
-10,600
-64% -$607K ﹤0.01% 3903
2024
Q2 		$900K Buy
+16,600
New +$1.02M ﹤0.01% 3260
2023
Q1 		– Sell
-64,400
Closed -$3.39M – 4913
2022
Q4 		$3.39M Sell
64,400
-25,500
-28% -$1.45M ﹤0.01% 2467
2022
Q3 		$4.78M Hold
89,900
– – 0.01% 2140
2022
Q2 		$4.37M Buy
89,900
+51,500
+134% +$2.66M 0.01% 2292
2022
Q1 		$2.08M Buy
38,400
+25,500
+198% +$1.65M ﹤0.01% 3259
2021
Q4 		$966K Hold
12,900
– – ﹤0.01% 3954
2021
Q3 		$935K Buy
+12,900
New +$902K ﹤0.01% 3654
2021
Q2 		– Sell
-100,700
Closed -$7.72M – 5046
2021
Q1 		$7.72M Buy
100,700
+58,900
+141% +$4.25M 0.01% 1542
2020
Q4 		$2.5M Hold
41,800
– – ﹤0.01% 2410
2020
Q3 		$2.16M Sell
41,800
-14,600
-26% -$841K ﹤0.01% 2345
2020
Q2 		$3.76M Buy
56,400
+12,000
+27% +$613K ﹤0.01% 1883
2020
Q1 		$1.24M Buy
+44,400
New +$2.14M ﹤0.01% 2575
2018
Q3 		– Sell
-8,800
Closed -$357K – 4010
2018
Q2 		$357K Sell
8,800
-2,900
-25% -$111K ﹤0.01% 3290
2018
Q1 		$440K Hold
11,700
– – ﹤0.01% 2951
2017
Q4 		$651K Buy
+11,700
New +$587K ﹤0.01% 2825
2014
Q3 		– Sell
-40,000
Closed -$1.01M – 4410
2014
Q2 		$1.01M Hold
40,000
– – ﹤0.01% 2945
2014
Q1 		$1.1M Sell
40,000
-46,600
-54% -$1.22M ﹤0.01% 2941
2013
Q4 		$2.38M Buy
86,600
+49,100
+131% +$1.43M ﹤0.01% 2354
2013
Q3 		$974K Buy
+37,500
New +$885K ﹤0.01% 3064

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.