Lakewood Asset Management’s Winnebago Industries WGO Stock Holding History

Lakewood Asset Management’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 Q1	–	Sell	-5,832	Closed	-$236K	–	112
2025 Q4	$236K	Buy	+5,832	New	+$213K	0.14%	93
2025 Q1	–	Sell	-5,472	Closed	-$261K	–	118
2024 Q4	$261K	Buy	5,472 +94	+2%	+$5.33K	0.18%	97
2024 Q3	$313K	Buy	5,378 +355	+7%	+$20.3K	0.21%	88
2024 Q2	$272K	Buy	5,023 +109	+2%	+$6.72K	0.19%	95
2024 Q1	$364K	Sell	4,914 -1	-0%	-$68	0.25%	78
2023 Q4	$358K	Sell	4,915 -72	-1%	-$4.62K	0.28%	75
2023 Q3	$296K	Buy	4,987 +74	+2%	+$4.8K	0.24%	85
2023 Q2	$328K	Buy	4,913 +42	+0.9%	+$2.51K	0.26%	84
2023 Q1	$281K	Buy	4,871 +34	+0.7%	+$2.08K	0.23%	87
2022 Q4	$255K	Buy	+4,837	New	+$275K	0.21%	90

Other funds holding WGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lakewood Asset Management's WGO Position: Q1 2026 in Review

Lakewood Asset Management sold out of Winnebago Industries (WGO) in Q1 2026, closing a stake of 5,832 shares — an estimated $236K sold.

Lakewood Asset Management first reported a position in WGO in Q4 2022 and held it in 10 quarters. The position peaked at $364K in Q1 2024. 255 funds tracked by Wall St. Rank hold WGO as of Q1 2026.

Lakewood Asset Management reported no remaining Winnebago Industries position as of Q1 2026 after selling out during the quarter.
Lakewood Asset Management sold 5,832 Winnebago Industries shares in Q1 2026, an estimated $236K.
Lakewood Asset Management first reported a position in Winnebago Industries in Q4 2022 and held it in 10 quarters.
Lakewood Asset Management's Winnebago Industries position peaked at $364K in Q1 2024.
255 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2026.

Based on Lakewood Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.