Winnebago Industries, Inc.
DE ˙ DB ˙ US9746371007
25,00 € ↑0,20 (0,81%)
2026-06-03
DEL PRIS
SecurityDE:WI1 / Winnebago Industries, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership514,366 shares
Latest Disclosed Value $ 15,940,238
Morgan Stanley reports 5.18% decrease in ownership of WI1 / Winnebago Industries, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 514,366 shares of Winnebago Industries, Inc. (DE:WI1) valued at $14,196,502 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 542,449 shares of Winnebago Industries, Inc.. This represents a change in shares of -5.18% during the quarter. The current value of the position is $12,859,150 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F WINNEBAGO INDS COM 974637100 514,366 -28,083 -5.18 15,940 -27.48 0.0010
2026-05-27 2025-12-31 13F/A-1 WINNEBAGO INDS COM 974637100 542,449 131,433 31.98 21,980 59.92 0.0013
2026-02-13 2025-12-31 13F WINNEBAGO INDS COM 974637100 542,449 131,433 21,980 0.0013
2026-05-27 2025-09-30 13F/A-1 WINNEBAGO INDS COM 974637100 411,016 -89,578 -17.89 13,744 -5.32 0.0008
2025-11-14 2025-09-30 13F WINNEBAGO INDS COM 974637100 411,016 -89,578 13,744 0.0008
2025-08-15 2025-06-30 13F WINNEBAGO INDS COM 974637100 500,594 104,771 26.47 14,517 6.43 0.0009
2025-05-15 2025-03-31 13F WINNEBAGO INDS COM 974637100 395,823 -53,295 -11.87 13,640 -36.43 0.0010
2025-05-15 2024-12-31 13F/A-1 WINNEBAGO INDS COM 974637100 449,118 17,359 4.02 21,459 -14.47 0.0015
2025-02-14 2024-12-31 13F WINNEBAGO INDS COM 974637100 449,118 17,359 21,459 0.0015
2025-05-14 2024-09-30 13F/A-2 WINNEBAGO INDS COM 974637100 431,759 79,652 22.62 25,090 31.47 0.0018
2025-02-14 2024-09-30 13F/A-1 WINNEBAGO INDS COM 974637100 431,759 79,652 25,090 0.0018
2024-11-14 2024-09-30 13F WINNEBAGO INDS COM 974637100 431,759 79,652 25,090 0.0002
2025-05-14 2024-06-30 13F/A-2 WINNEBAGO INDS COM 974637100 352,107 2,971 0.85 19,084 -26.13 0.0015
2024-10-17 2024-06-30 13F/A-1 WINNEBAGO INDS COM 974637100 352,107 2,971 19,084 0.0015
2024-08-14 2024-06-30 13F WINNEBAGO INDS COM 974637100 352,107 2,971 19,084 0.0015
2024-10-17 2024-03-31 13F/A-2 WINNEBAGO INDS COM 974637100 349,136 -264,515 -43.11 25,836 -42.23 0.0021
2024-08-16 2024-03-31 13F/A-1 WINNEBAGO INDS COM 974637100 349,136 -264,515 25,836 0.0002
2024-05-15 2024-03-31 13F WINNEBAGO INDS COM 974637100 349,136 -264,515 25,836 0.0021
2024-08-16 2023-12-31 13F/A-1 WINNEBAGO INDS COM 974637100 613,651 312,445 103.73 44,723 149.76 0.0039
2024-02-13 2023-12-31 13F WINNEBAGO INDS COM 974637100 613,651 312,445 44,723 0.0039
2023-11-15 2023-09-30 13F WINNEBAGO INDS COM 974637100 301,206 -25,334 -7.76 17,907 -17.77 0.0018
2023-08-14 2023-06-30 13F WINNEBAGO INDS COM 974637100 326,540 -57,454 -14.96 21,777 -1.72 0.0021
2023-05-15 2023-03-31 13F WINNEBAGO INDS COM 974637100 383,994 64,065 20.02 22,156 31.41 0.0024
2023-02-14 2022-12-31 13F WINNEBAGO INDS COM 974637100 319,929 -54,905 -14.65 16,860 -15.46 0.0019
2022-11-14 2022-09-30 13F WINNEBAGO INDS COM 974637100 374,834 -17,428 -4.44 19,944 4.70 0.0027
2022-10-27 2022-06-30 13F/A-1 WINNEBAGO INDS COM 974637100 392,262 233,501 147.08 19,049 122.07 0.0025
2022-08-15 2022-06-30 13F WINNEBAGO INDS COM 974637100 392,262 233,501 19,049 0.0005
2022-10-27 2022-03-31 13F/A-1 WINNEBAGO INDS COM 974637100 158,761 -75,129 -32.12 8,578 -51.04 0.0012
2022-05-13 2022-03-31 13F WINNEBAGO INDS COM 974637100 158,761 -75,129 8,578 0.0012
2022-02-14 2021-12-31 13F WINNEBAGO INDS COM 974637100 233,890 23,265 11.05 17,522 14.84 0.0022
2021-11-15 2021-09-30 13F WINNEBAGO INDS COM 974637100 210,625 -34,593 -14.11 15,258 -8.45 0.0021
2021-08-23 2021-06-30 13F/A-1 WINNEBAGO INDS COM 974637100 245,218 81,768 50.03 16,666 32.91 0.0022
2021-08-16 2021-06-30 13F WINNEBAGO INDS COM 974637100 245,218 81,768 16,666 0.0005
2021-05-17 2021-03-31 13F WINNEBAGO INDS COM 974637100 163,450 -537,762 -76.69 12,539 -70.17 0.0018
2021-02-16 2020-12-31 13F WINNEBAGO INDS COM 974637100 701,212 579,689 477.02 42,030 569.37 0.0065
2020-11-13 2020-09-30 13F WINNEBAGO INDS COM 974637100 121,523 -46,878 -27.84 6,279 -44.04 0.0012
2020-08-14 2020-06-30 13F WINNEBAGO INDS COM 974637100 168,401 3,314 2.01 11,220 144.34 0.0025
2020-05-26 2020-03-31 13F/A-1 WINNEBAGO INDS COM 974637100 165,087 -20,559 -11.07 4,592 -53.31 0.0012
2020-05-15 2020-03-31 13F WINNEBAGO INDS COM 974637100 165,087 -20,559 4,592 352.7613
2020-02-14 2019-12-31 13F WINNEBAGO INDS COM 974637100 185,646 -85,044 -31.42 9,835 -5.26 0.0023
2019-11-14 2019-09-30 13F WINNEBAGO INDS COM 974637100 270,690 85,321 46.03 10,381 44.88 0.0027
2019-08-14 2019-06-30 13F WINNEBAGO INDS COM 974637100 185,369 90,985 96.40 7,165 143.79 0.0019
2019-05-15 2019-03-31 13F WINNEBAGO INDS COM 974637100 94,384 -482,897 -83.65 2,939 -78.97 0.0008
2019-02-14 2018-12-31 13F WINNEBAGO INDS COM 974637100 577,281 350,676 154.75 13,975 86.06 0.0042
2019-04-23 2018-09-30 13F/A-2 WINNEBAGO INDS COM 974637100 226,605 86,002 61.17 7,511 31.59 0.0019
2018-11-20 2018-09-30 13F/A-1 WINNEBAGO INDS COM 974637100 226,605 0 7,511 0.0019
2018-11-14 2018-09-30 13F WINNEBAGO INDS COM 974637100 226,605 86,002 7,511
2019-04-23 2018-06-30 13F/A-1 WINNEBAGO INDS COM 974637100 140,603 6,120 4.55 5,708 12.90 0.0015
2018-08-14 2018-06-30 13F WINNEBAGO INDS COM 974637100 140,603 6,120 5,708
2019-04-23 2018-03-31 13F/A-1 WINNEBAGO INDS COM 974637100 134,483 22,267 19.84 5,056 -18.96 0.0014
2018-05-14 2018-03-31 13F WINNEBAGO INDS COM 974637100 134,483 22,267 5,056
2019-04-23 2017-12-31 13F/A-1 WINNEBAGO INDS COM 974637100 112,216 9,340 9.08 6,239 35.51 0.0017
2018-02-14 2017-12-31 13F WINNEBAGO INDS COM 974637100 112,216 9,340 6,239
2017-11-14 2017-09-30 13F WINNEBAGO INDS COM 974637100 102,876 15,893 18.27 4,604 51.20 0.0014
2017-08-11 2017-06-30 13F WINNEBAGO INDS COM 974637100 86,983 7,622 9.60 3,045 31.19 0.0009
2017-05-22 2017-03-31 13F/A-1 WINNEBAGO INDS COM 974637100 79,361 -48,315 -37.84 2,321 -42.56 0.0007
2017-05-12 2017-03-31 13F WINNEBAGO INDS COM 974637100 79,361 2,321
2017-02-22 2016-12-31 13F/A-1 WINNEBAGO INDS COM 974637100 127,676 118,863 1,348.72 4,041 1,852.17 0.0013
2017-02-13 2016-12-31 13F WINNEBAGO INDS COM 974637100 127,676 4,041
2016-11-10 2016-09-30 13F WINNEBAGO INDS COM 974637100 8,813 -21,281 -70.72 207 -70.00 0.0001
2016-08-12 2016-06-30 13F WINNEBAGO INDS COM 974637100 30,094 21,198 238.29 690 245.00 0.0002
2016-05-12 2016-03-31 13F WINNEBAGO INDS COM 974637100 8,896 1,049 13.37 200 28.21 0.0001
2016-02-09 2015-12-31 13F WINNEBAGO INDS COM 974637100 7,847 -12,618 -61.66 156 -60.20 0.0001
2016-02-08 2015-09-30 13F/A-1 WINNEBAGO INDS COM 974637100 20,465 -52,907 -72.11 392 -77.35 0.0001
2015-11-09 2015-09-30 13F WINNEBAGO INDS COM 974637100 20,465 392
2015-08-12 2015-06-30 13F WINNEBAGO INDS COM 974637100 73,372 39,013 113.55 1,731 136.80 0.0006
2015-05-14 2015-03-31 13F WINNEBAGO INDS COM 974637100 34,359 -120 -0.35 731 -2.53 0.0003
2015-02-13 2014-12-31 13F WINNEBAGO INDS COM 974637100 34,479 -65,629 -65.56 750 -65.56 0.0003
2014-12-16 2014-09-30 13F/A-1 WINNEBAGO INDS COM 974637100 100,108 70,141 234.06 2,178 165.29 0.0008
2014-11-14 2014-09-30 13F WINNEBAGO INDS COM 974637100 100,108 2,178
2014-05-13 2014-03-31 13F WINNEBAGO INDS COM 974637100 29,967 -36,115 -54.65 821 -54.74 0.0003
2014-02-13 2013-12-31 13F WINNEBAGO INDS COM 974637100 66,082 53,735 435.21 1,814 600.39 0.0008
2013-08-08 2013-06-30 13F WINNEBAGO INDS INC COM ST COM 974637100 12,347 12,347 259 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.