WGOWINNEBAGO INDUSTRIES INC

CUSIP: 974637AF7

Guru Owners

$19.1M

Total Value Held

20.2M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Howard Marks	Oaktree Capital Management	20220000	$19.1M	0.27%	$0.94	Q4 2025

Howard Marks

$19.1M

0.27%

📊 Fundamentals

Market Cap$921.2M

P/E Ratio22.2x

Near market avg

Forward P/E10.9x

P/FCF8.6x

EPS (TTM)$1.47

Revenue (TTM)$2.9B

Profit Margin1.43%

Div Yield4.30%

Beta1.21

52-Week Range

$28.00

$50.16

Current: $32.59

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 22.2x trailing earnings → 10.9x forward · 1.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '251 owners · $19.1M

REDUCEDHoward Marks$19.1M

Q3 '251 owners · $4.4M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

5%analyst est. 4.7%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

3.7%current: 3.7%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data