Ken Fisher Super Stocks: 5 Biggest Small-Cap Stocks

2. Winnebago Industries, Inc. (NYSE:WGO)

Number of Hedge Fund Holders: 20

Fisher Asset Management’s Stake Value: $90,677,000

Winnebago Industries, Inc. (NYSE:WGO) was incorporated in 1958 and is based in Forest City, Iowa. The company manufactures and sells recreation vehicles and marine products for leisure travel and outdoor recreation activities. Winnebago Industries, Inc. (NYSE:WGO) operates through six segments – Grand Design Towables, Winnebago Towables, Winnebago Motorhomes, Newmar motorhomes, Chris-Craft Marine, and Winnebago Specialty Vehicles. 

It is one of the biggest small-cap stocks in the Ken Fisher portfolio. Securities filings for Q3 2022 reveal that Fisher Asset Management held 1.70 million shares of Winnebago Industries, Inc. (NYSE:WGO) worth $90.6 million, representing 0.06% of the total 13F securities. The hedge fund boosted its position in the company by 4% in the September quarter. 

On October 24. DA Davidson analyst Brandon Rolle reiterated a Neutral rating on Winnebago Industries, Inc. (NYSE:WGO) but lowered the price target on the shares to $54 from $60. Winnebago Industries, Inc. (NYSE:WGO)’s Q4 results were a positive surprise, but the management also confirmed that there was weaker than expected Open House demand and open inventory buildup at the factory level in Elkhart, the analyst told investors in a research note.

According to Insider Monkey’s data, 20 hedge funds were bullish on Winnebago Industries, Inc. (NYSE:WGO) at the end of June 2022, compared to 18 funds in the prior quarter. Norbest Lou’s Punch Card Capital held a notable stake in the company, comprising 1.15 million shares worth $56 million. 

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