ACR Alpine Capital Research’s Thor Industries THO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$392M	Buy	4,903,124 +769,342	+19%	+$78.4M	5.85%	8
2025 Q4	$424M	Buy	4,133,782 +26,712	+0.7%	+$2.78M	6.62%	4
2025 Q3	$426M	Sell	4,107,070 -157,961	-4%	-$15.9M	7.28%	3
2025 Q2	$379M	Buy	4,265,031 +782,114	+22%	+$61.8M	6.78%	4
2025 Q1	$264M	Buy	3,482,917 +1,339,951	+63%	+$126M	5.52%	10
2024 Q4	$205M	Buy	2,142,966 +619,318	+41%	+$66.1M	4.44%	14
2024 Q3	$167M	Sell	1,523,648 -655	-0%	-$66.6K	4.94%	12
2024 Q2	$142M	Buy	1,524,303 +62,716	+4%	+$6.27M	4.4%	14
2024 Q1	$172M	Sell	1,461,587 -11,265	-0.8%	-$1.29M	5.2%	12
2023 Q4	$174M	Buy	1,472,852 +22,542	+2%	+$2.25M	5.88%	9
2023 Q3	$138M	Buy	1,450,310 +3,923	+0.3%	+$410K	5.36%	14
2023 Q2	$150M	Buy	1,446,387 +26,271	+2%	+$2.22M	5.65%	12
2023 Q1	$113M	Buy	1,420,116 +431,402	+44%	+$38.1M	4.6%	13
2022 Q4	$74.6M	Buy	+988,714	New	+$79.5M	3.35%	13