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 Q2	$5.39M	Hold	172,411	–	–	0.59%	55
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 $6.73T AUM 46.02% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

De Lisle Partners's WGO Position: Q2 2026 in Review

De Lisle Partners held its Winnebago Industries (WGO) position steady in Q2 2026 at 172,411 shares worth $5.39M. The position accounts for 0.59% of the portfolio, ranked #55.

De Lisle Partners first reported a position in WGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.44M in Q3 2024. 244 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

De Lisle Partners held 172,411 shares of Winnebago Industries worth $5.39M as of Q2 2026.
De Lisle Partners left its Winnebago Industries share count unchanged in Q2 2026.
Winnebago Industries made up 0.59% of De Lisle Partners's portfolio in Q2 2026, its #55 holding.
De Lisle Partners first reported a position in Winnebago Industries in Q1 2024 and has held it in 10 quarters since.
De Lisle Partners's Winnebago Industries position peaked at $8.44M in Q3 2024.
244 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on De Lisle Partners's 13F filing for Q2 2026, filed 12 Aug 2026.