Villanova Investment Management’s Winnebago Industries WGO Stock Holding History

Villanova Investment 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 Q2	$1.54M	Buy	49,165 +16,732	+52%	+$510K	1.46%	37
2026 Q1	$1.01M	Sell	32,433 -12,355	-28%	-$515K	1.03%	52
2025 Q4	$1.81M	Buy	44,788 +4,067	+10%	+$148K	1.28%	39
2025 Q3	$1.36M	Buy	40,721 +10,863	+36%	+$358K	0.94%	49
2025 Q2	$866K	Buy	29,858 +19,568	+190%	+$642K	0.9%	49
2025 Q1	$1.01M	Sell	10,290 -16,126	-61%	-$684K	1%	49
2024 Q4	$1.26M	Buy	26,416 +2,599	+11%	+$147K	1.12%	41
2024 Q3	$1.38M	Buy	23,817 +28	+0.1%	+$1.6K	1.48%	34
2024 Q2	$1.29M	Buy	+23,789	New	+$1.47M	1.37%	38

Other funds holding WGO

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Villanova Investment Management's WGO Position: Q2 2026 in Review

Villanova Investment Management increased its Winnebago Industries (WGO) stake by 52% in Q2 2026, buying an estimated $510K and bringing the position to 49,165 shares worth $1.54M. The position accounts for 1.46% of the portfolio, ranked #37.

Villanova Investment Management first reported a position in WGO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.81M in Q4 2025. 244 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

Villanova Investment Management held 49,165 shares of Winnebago Industries worth $1.54M as of Q2 2026.
Villanova Investment Management bought 16,732 Winnebago Industries shares in Q2 2026, an estimated $510K.
Winnebago Industries made up 1.46% of Villanova Investment Management's portfolio in Q2 2026, its #37 holding.
Villanova Investment Management first reported a position in Winnebago Industries in Q2 2024 and has held it in 9 quarters since.
Villanova Investment Management's Winnebago Industries position peaked at $1.81M in Q4 2025.
244 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Villanova Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.