De Lisle Partners’s Winnebago Industries WGO Stock Holding History

De Lisle Partners’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	$5.34M	Buy	172,411 +20,000	+13%	+$833K	0.64%	48
2025 Q4	$6.18M	Buy	152,411 +137,732	+938%	+$5.02M	0.79%	35
2025 Q3	$491K	Sell	14,679 -59,747	-80%	-$1.97M	0.06%	162
2025 Q2	$2.16M	Sell	74,426 -71,900	-49%	-$2.36M	0.3%	95
2025 Q1	$5.05M	Buy	146,326 +1,103	+0.8%	+$46.8K	0.84%	32
2024 Q4	$6.94M	Hold	145,223	–	–	1.02%	24
2024 Q3	$8.44M	Buy	145,223 +13,000	+10%	+$744K	1.37%	18
2024 Q2	$7.17M	Buy	132,223 +20,000	+18%	+$1.23M	1.57%	15
2024 Q1	$8.3M	Buy	+112,223	New	+$7.63M	1.92%	11

Other funds holding WGO

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

De Lisle Partners's WGO Position: Q1 2026 in Review

De Lisle Partners increased its Winnebago Industries (WGO) stake by 13% in Q1 2026, buying an estimated $833K and bringing the position to 172,411 shares worth $5.34M. The position accounts for 0.64% of the portfolio, ranked #48.

De Lisle Partners first reported a position in WGO in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.44M in Q3 2024. 255 funds tracked by Wall St. Rank hold WGO as of Q1 2026.

De Lisle Partners held 172,411 shares of Winnebago Industries worth $5.34M as of Q1 2026.
De Lisle Partners bought 20,000 Winnebago Industries shares in Q1 2026, an estimated $833K.
Winnebago Industries made up 0.64% of De Lisle Partners's portfolio in Q1 2026, its #48 holding.
De Lisle Partners first reported a position in Winnebago Industries in Q1 2024 and has held it in 9 quarters since.
De Lisle Partners's Winnebago Industries position peaked at $8.44M in Q3 2024.
255 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2026.

Based on De Lisle Partners's 13F filing for Q1 2026, filed 13 May 2026.