Timucuan 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
2024 Q1	–	Sell	-28,300	Closed	-$2.06M	–	25
2023 Q4	$2.06M	Sell	28,300 -330,100	-92%	-$24.1M	0.07%	22
2023 Q3	$21.3M	Sell	358,400 -85,000	-19%	-$5.05M	0.85%	20
2023 Q2	$29.6M	Buy	443,400 +85,328	+24%	+$5.69M	1.16%	18
2023 Q1	$20.7M	Buy	358,072 +260,147	+266%	+$15M	0.86%	20
2022 Q4	$5.16M	Sell	97,925 -72,075	-42%	-$3.8M	0.22%	27
2022 Q3	$9.05M	Sell	170,000 -30,000	-15%	-$1.6M	0.43%	24
2022 Q2	$9.71M	Hold	200,000	–	–	0.45%	25
2022 Q1	$10.8M	Hold	200,000	–	–	0.42%	23
2021 Q4	$15M	Hold	200,000	–	–	0.55%	20
2021 Q3	$14.5M	Hold	200,000	–	–	0.56%	21
2021 Q2	$13.6M	Hold	200,000	–	–	0.54%	21
2021 Q1	$15.3M	Sell	200,000 -215,000	-52%	-$16.5M	0.68%	20
2020 Q4	$24.9M	Sell	415,000 -50,000	-11%	-$3M	1.27%	19
2020 Q3	$24M	Hold	465,000	–	–	1.4%	20
2020 Q2	$31M	Sell	465,000 -125,000	-21%	-$8.33M	2%	19
2020 Q1	$16.4M	Sell	590,000 -172,519	-23%	-$4.8M	1.33%	18
2019 Q4	$40.4M	Sell	762,519 -100,000	-12%	-$5.3M	2.1%	19
2019 Q3	$33.1M	Sell	862,519 -50,000	-5%	-$1.92M	1.83%	18
2019 Q2	$35.3M	Sell	912,519 -145,908	-14%	-$5.64M	2%	17
2019 Q1	$33M	Sell	1,058,427 -60,425	-5%	-$1.88M	2.2%	17
2018 Q4	$27.1M	Hold	1,118,852	–	–	1.92%	19
2018 Q3	$37.1M	Hold	1,118,852	–	–	2.4%	18
2018 Q2	$45.4M	Sell	1,118,852 -100,000	-8%	-$4.06M	3.11%	17
2018 Q1	$45.8M	Hold	1,218,852	–	–	3.47%	15
2017 Q4	$67.8M	Buy	+1,218,852	New	+$67.8M	5.37%	9