WGO Winnebago COM

Ownership history in COOKE & BIELER LP  ·  56 quarters on record

AI Ownership Summary

COOKE & BIELER LP reported Winnebago COM (WGO) in 56 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.45% in 2024 Q1. The latest visible filing shows WGO at 0.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COOKE & BIELER LP's position in Winnebago COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WGO was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.45% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How COOKE & BIELER LP held WGO — position size vs. price
% of Fund (quarterly)    WGO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,758,476 -34,654 -1.9% 0.74% $71.3M 2026-02-14 (Est.) $46.54
2025 Q3 REDUCED 1,793,130 -7,230 -0.4% 0.62% $60.0M 2025-10-31 $37.42
2025 Q2 REDUCED 1,800,360 -131,064 -6.8% 0.52% $52.2M 2025-08-04 $29.29
2025 Q1 REDUCED 1,931,424 -35,871 -1.8% 0.67% $66.6M 2025-05-02 $32.13
2024 Q4 REDUCED 1,967,295 -43,080 -2.1% 0.91% $94.0M 2025-02-07 $42.47
2024 Q3 REDUCED 2,010,375 -76,580 -3.7% 1.06% $116.8M 2024-11-08 $58.34
2024 Q2 REDUCED 2,086,955 -28,830 -1.4% 1.09% $113.1M 2024-08-02 $54.09
2024 Q1 REDUCED 2,115,785 -70,730 -3.2% 1.45% $156.6M 2024-05-10 $60.52
2023 Q4 REDUCED 2,186,515 -41,172 -1.8% 1.40% $159.4M 2024-01-31 $61.76
47 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About COOKE & BIELER LP and WGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has COOKE & BIELER LP reported owning WGO?

COOKE & BIELER LP reported WGO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WGO position in COOKE & BIELER LP's portfolio?

The largest reported portfolio weight for WGO was 1.45% in 2024 Q1.

What is the latest reported WGO position on this page?

The most recent filing on this page is 2025 Q4, when COOKE & BIELER LP reported 1,758,476 shares, equal to 0.74% of portfolio, with an estimated market value of $71.3M.

What does the chart on this WGO ownership page compare?

The chart compares COOKE & BIELER LP's quarterly WGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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