What smart money is saying about Gogo
GOGO
No fund has written a full thesis on Gogo in our archive, but 2 fund letters report a position in it, most recently Middle Coast Investing Equity Portfolios in September 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Gogo, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- September 2026
“We closed our positions in Gogo (GOGO) and Portillo’s (PTLO), and sold our remaining bond in a bond portfolio (Marathon Oil).”
Gogo - June 2026
“we closed our Apogee Enterprises position. Apogee was in a bucket for us with Lululemon, Gogo, and Portillo’s (PTLO) as zombie positions. We’ve mostly kept them to claim tax losses or as lottery stubs, but our theses have been proven wrong in each of those cases.”
Gogo
Read the letters behind these Gogo positions
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