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John Overdeck’s Winnebago Industries WGO Stock Holding History

John Overdeck’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 		$5.37M Sell
172,003
-18,316
-10% -$559K ﹤0.01% 2081
2026
Q1 		$5.9M Sell
190,319
-37,868
-17% -$1.58M ﹤0.01% 1825
2025
Q4 		$9.25M Sell
228,187
-100,870
-31% -$3.68M 0.01% 1181
2025
Q3 		$11M Buy
329,057
+84,947
+35% +$2.8M 0.02% 910
2025
Q2 		$7.08M Buy
244,110
+39,608
+19% +$1.3M 0.01% 1027
2025
Q1 		$7.05M Buy
204,502
+72,100
+54% +$3.06M 0.02% 943
2024
Q4 		$6.33M Buy
+132,402
New +$7.5M 0.01% 965
2022
Q1 		– Sell
-129,398
Closed -$9.69M – 4452
2021
Q4 		$9.69M Buy
129,398
+49,005
+61% +$3.53M 0.02% 800
2021
Q3 		$5.82M Buy
80,393
+74,039
+1,165% +$5.18M 0.01% 1127
2021
Q2 		$432K Buy
+6,354
New +$469K ﹤0.01% 3221
2017
Q3 		– Sell
-59,749
Closed -$2.09M – 3246
2017
Q2 		$2.09M Buy
59,749
+12,262
+26% +$344K 0.01% 1388
2017
Q1 		$1.39M Sell
47,487
-19,197
-29% -$612K ﹤0.01% 1697
2016
Q4 		$2.11M Sell
66,684
-50,994
-43% -$1.59M 0.01% 1438
2016
Q3 		$2.77M Buy
+117,678
New +$2.74M 0.01% 1234
2015
Q3 		– Sell
-15,960
Closed -$376K – 2792
2015
Q2 		$376K Buy
+15,960
New +$340K ﹤0.01% 2289
2015
Q1 		– Sell
-45,726
Closed -$995K – 2886
2014
Q4 		$995K Buy
+45,726
New +$1.05M 0.01% 1378

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

John Overdeck's WGO Position: Q2 2026 in Review

John Overdeck reduced its Winnebago Industries (WGO) stake by 9.6% in Q2 2026, selling an estimated $559K and leaving 172,003 shares worth $5.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

John Overdeck first reported a position in WGO in Q4 2014 and has held it in 16 quarters since. The position peaked at $11M in Q3 2025. 241 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • John Overdeck held 172,003 shares of Winnebago Industries worth $5.37M as of Q2 2026.
  • John Overdeck sold 18,316 Winnebago Industries shares in Q2 2026, an estimated $559K.
  • Winnebago Industries made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2081 holding.
  • John Overdeck first reported a position in Winnebago Industries in Q4 2014 and has held it in 16 quarters since.
  • John Overdeck's Winnebago Industries position peaked at $11M in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.