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LHM Inc’s Winnebago Industries WGO Stock Holding History

LHM Inc’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 		$4.8M Hold
153,707
– – 1.64% 20
2026
Q1 		$4.76M Buy
153,707
+7,078
+5% +$295K 1.88% 18
2025
Q4 		$5.94M Sell
146,629
-23,308
-14% -$850K 2.21% 16
2025
Q3 		$5.68M Hold
169,937
– – 1.88% 15
2025
Q2 		$4.93M Buy
169,937
+42,755
+34% +$1.4M 1.63% 18
2025
Q1 		$4.38M Hold
127,182
– – 1.45% 16
2024
Q4 		$6.08M Buy
+127,182
New +$7.21M 1.93% 12

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

LHM Inc's WGO Position: Q2 2026 in Review

LHM Inc held its Winnebago Industries (WGO) position steady in Q2 2026 at 153,707 shares worth $4.8M. The position accounts for 1.64% of the portfolio, ranked #20.

LHM Inc first reported a position in WGO in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.08M in Q4 2024. 243 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • LHM Inc held 153,707 shares of Winnebago Industries worth $4.8M as of Q2 2026.
  • LHM Inc left its Winnebago Industries share count unchanged in Q2 2026.
  • Winnebago Industries made up 1.64% of LHM Inc's portfolio in Q2 2026, its #20 holding.
  • LHM Inc first reported a position in Winnebago Industries in Q4 2024 and has held it in 7 quarters since.
  • LHM Inc's Winnebago Industries position peaked at $6.08M in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on LHM Inc's 13F filing for Q2 2026, filed 12 Aug 2026.