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Thomist Capital Management’s Winnebago Industries WGO Stock Holding History

Thomist Capital 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
-46,700
Closed -$1.92M – 101
2025
Q4 		$1.92M Buy
46,700
+12,385
+36% +$452K 0.41% 41
2025
Q3 		$1.16M Buy
34,315
+13,815
+67% +$456K 0.23% 56
2025
Q2 		$598K Buy
+20,500
New +$672K 0.22% 35

Other funds holding WGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Thomist Capital Management's WGO Position: Q1 2026 in Review

Thomist Capital Management sold out of Winnebago Industries (WGO) in Q1 2026, closing a stake of 46,700 shares — an estimated $1.92M sold.

Thomist Capital Management first reported a position in WGO in Q2 2025 and held it in 3 quarters. The position peaked at $1.92M in Q4 2025. 255 funds tracked by Wall St. Rank hold WGO as of Q1 2026.

  • Thomist Capital Management reported no remaining Winnebago Industries position as of Q1 2026 after selling out during the quarter.
  • Thomist Capital Management sold 46,700 Winnebago Industries shares in Q1 2026, an estimated $1.92M.
  • Thomist Capital Management first reported a position in Winnebago Industries in Q2 2025 and held it in 3 quarters.
  • Thomist Capital Management's Winnebago Industries position peaked at $1.92M in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2026.

Based on Thomist Capital Management's 13F filing for Q1 2026, filed 15 May 2026.