Telemark Asset Management’s Winnebago Industries WGO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-60,000	Closed	-$3.1M	–	65
2020 Q3	$3.1M	Sell	60,000 -20,000	-25%	-$1.03M	0.37%	58
2020 Q2	$5.33M	Buy	+80,000	New	+$5.33M	0.84%	39