VarCov Co’s Winnebago Industries WGO Stock Holding History

VarCov Co’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	-18,843	Closed	-$764K	–	657
2025 Q4	$764K	Buy	+18,843	New	+$687K	0.3%	94

Other funds holding WGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VarCov Co's WGO Position: Q1 2026 in Review

VarCov Co sold out of Winnebago Industries (WGO) in Q1 2026, closing a stake of 18,843 shares — an estimated $764K sold.

VarCov Co first reported a position in WGO in Q4 2025 and held it in 1 quarter. The position peaked at $764K in Q4 2025. 255 funds tracked by Wall St. Rank hold WGO as of Q1 2026.

VarCov Co reported no remaining Winnebago Industries position as of Q1 2026 after selling out during the quarter.
VarCov Co sold 18,843 Winnebago Industries shares in Q1 2026, an estimated $764K.
VarCov Co first reported a position in Winnebago Industries in Q4 2025 and held it in 1 quarter.
VarCov Co's Winnebago Industries position peaked at $764K in Q4 2025.
255 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2026.

Based on VarCov Co's 13F filing for Q1 2026, filed 15 May 2026.