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WINNEBAGO INDUSTRIES INC

WGO 3.25 01-15-30

Holders

1

Combined Value

$8M

Combined Shares

9,376,000

Investor Activity

$0.66$0.85$1.04$1.22Q2'25Q3'25Q4'25Q1'26121 11
BUYSELLImplied priceClick a quarter to see who traded

Held By

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Howard Marks - Oaktree Capital$8M0.14%~$0.93Sold Q1 2026Q1 2026

Recent Activity

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Howard Marks - Oaktree CapitalSELL−$9M~$0.91
Q4 2025Howard Marks - Oaktree CapitalBUY+$14M~$0.94
Q4 2025Steve Cohen - Point72SOLD OUT−$9M~$0.90
Q3 2025Howard Marks - Oaktree CapitalNEW BUY+$4M~$0.90
Q3 2025Steve Cohen - Point72BUY+$671K~$0.90
Q2 2025Steve Cohen - Point72NEW BUY+$8M~$0.86

Ownership History

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202619,376,000−53.6%$8M$0.91
Q4 2025120,220,000+26.7%$19M$0.94
Q3 2025215,958,000+54.9%$14M$0.90
Q2 2025110,300,000$8M$0.86