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12th Street Asset Management Company’s Thor Industries THO Stock Holding History

12th Street Asset Management Company’s Portfolio THO Stock Details THO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-302,783
Closed -$25.3M – 34
2018
Q3 		$25.3M Buy
302,783
+111,428
+58% +$10.7M 6.02% 8
2018
Q2 		$18.8M Sell
191,355
-41,892
-18% -$4.27M 4.54% 13
2018
Q1 		$26.9M Buy
233,247
+18,187
+8% +$2.43M 6.33% 8
2017
Q4 		$32.4M Buy
215,060
+2,975
+1% +$414K 8.13% 5
2017
Q3 		$26.7M Sell
212,085
-3,952
-2% -$426K 6.91% 6
2017
Q2 		$22.6M Buy
216,037
+975
+0.5% +$94.4K 5.81% 9
2017
Q1 		$20.7M Sell
215,062
-95,603
-31% -$9.92M 5.99% 8
2016
Q4 		$31.1M Buy
310,665
+53,773
+21% +$4.85M 9.4% 2
2016
Q3 		$21.8M Sell
256,892
-61,970
-19% -$4.81M 8.25% 3
2016
Q2 		$20.6M Buy
318,862
+26,019
+9% +$1.66M 8.18% 6
2016
Q1 		$18.5M Buy
292,843
+67,049
+30% +$3.67M 8.98% 5
2015
Q4 		$12.7M Sell
225,794
-81,491
-27% -$4.53M 7.99% 7
2015
Q3 		$15.9M Buy
307,285
+127,864
+71% +$7M 5.84% 11
2015
Q2 		$10.2M Buy
179,421
+5,780
+3% +$350K 3.28% 12
2015
Q1 		$10.7M Buy
+173,641
New +$10.3M 3.93% 11

Other funds holding THO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

12th Street Asset Management Company's THO Position: Q4 2018 in Review

12th Street Asset Management Company sold out of Thor Industries (THO) in Q4 2018, closing a stake of 302,783 shares — an estimated $25.3M sold.

12th Street Asset Management Company first reported a position in THO in Q1 2015 and held it in 15 quarters. The position peaked at $32.4M in Q4 2017. 394 funds tracked by Wall St. Rank hold THO as of Q4 2018.

  • 12th Street Asset Management Company reported no remaining Thor Industries position as of Q4 2018 after selling out during the quarter.
  • 12th Street Asset Management Company sold 302,783 Thor Industries shares in Q4 2018, an estimated $25.3M.
  • 12th Street Asset Management Company first reported a position in Thor Industries in Q1 2015 and held it in 15 quarters.
  • 12th Street Asset Management Company's Thor Industries position peaked at $32.4M in Q4 2017.
  • 394 funds tracked by Wall St. Rank held Thor Industries as of Q4 2018.

Based on 12th Street Asset Management Company's 13F filing for Q4 2018, filed 13 Feb 2019.