Highland Peak Capital’s Winnebago Industries WGO Stock Holding History

Highland Peak Capital’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
2024 Q2	–	Sell	-40,000	Closed	-$2.96M	–	32
2024 Q1	$2.96M	Buy	+40,000	New	+$2.72M	1.68%	14
2023 Q3	–	Sell	-50,000	Closed	-$3.33M	–	29
2023 Q2	$3.33M	Hold	50,000	–	–	1.47%	18
2023 Q1	$2.88M	Buy	+50,000	New	+$3.05M	1.98%	18

Other funds holding WGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Punch Card Management Winter Park, Florida $256M AUM 1.13% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return