JO
WGO icon

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
2022
Q1 		– Sell
-21,000
Closed -$1.57M – 4451
2021
Q4 		$1.57M Sell
21,000
-17,900
-46% -$1.29M ﹤0.01% 2138
2021
Q3 		$2.82M Buy
38,900
+25,000
+180% +$1.75M 0.01% 1665
2021
Q2 		$945K Sell
13,900
-4,000
-22% -$295K ﹤0.01% 2519
2021
Q1 		$1.37M Buy
17,900
+4,300
+32% +$310K ﹤0.01% 2027
2020
Q4 		$815K Sell
13,600
-18,600
-58% -$1.01M ﹤0.01% 2156
2020
Q3 		$1.66M Buy
32,200
+28,100
+685% +$1.62M 0.01% 1413
2020
Q2 		$273K Sell
4,100
-7,800
-66% -$398K ﹤0.01% 2448
2020
Q1 		$331K Sell
11,900
-2,300
-16% -$111K ﹤0.01% 2220
2019
Q4 		$752K Buy
14,200
+4,400
+45% +$206K ﹤0.01% 2457
2019
Q3 		$376K Buy
9,800
+2,400
+32% +$87.4K ﹤0.01% 2782
2019
Q2 		$286K Buy
+7,400
New +$260K ﹤0.01% 2886
2019
Q1 		– Sell
-16,200
Closed -$392K – 3512
2018
Q4 		$392K Sell
16,200
-9,600
-37% -$254K ﹤0.01% 2262
2018
Q3 		$855K Buy
25,800
+3,600
+16% +$139K ﹤0.01% 2096
2018
Q2 		$901K Buy
+22,200
New +$847K ﹤0.01% 2226

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.