Graham Capital Management’s Winnebago Industries WGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$691K Buy
23,836
+2,813
+13% +$81.6K 0.01% 661
2025
Q1
$724K Buy
21,023
+15,852
+307% +$546K 0.01% 627
2024
Q4
$247K Buy
+5,171
New +$247K ﹤0.01% 984
2023
Q1
Sell
-25,748
Closed -$1.36M 1343
2022
Q4
$1.36M Buy
25,748
+3,729
+17% +$197K 0.04% 414
2022
Q3
$1.17M Buy
+22,019
New +$1.17M 0.05% 410
2022
Q2
Sell
-26,384
Closed -$1.43M 1264
2022
Q1
$1.43M Buy
26,384
+20,074
+318% +$1.08M 0.05% 189
2021
Q4
$472K Buy
+6,310
New +$472K 0.02% 179
2017
Q2
Sell
-56,500
Closed -$1.65M 102
2017
Q1
$1.65M Hold
56,500
0.06% 72
2016
Q4
$1.79M Buy
56,500
+14,500
+35% +$459K 0.07% 49
2016
Q3
$990K Buy
42,000
+20,600
+96% +$486K 0.03% 70
2016
Q2
$490K Sell
21,400
-3,800
-15% -$87K 0.03% 69
2016
Q1
$566K Buy
+25,200
New +$566K 0.06% 59