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

ACR Alpine Capital Research’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
2026
Q2 		$415M Buy
5,527,556
+624,432
+13% +$48.1M 5.9% 6
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

Other funds holding THO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $21.4B AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACR Alpine Capital Research's THO Position: Q2 2026 in Review

ACR Alpine Capital Research increased its Thor Industries (THO) stake by 13% in Q2 2026, buying an estimated $48.1M and bringing the position to 5,527,556 shares worth $415M. The position accounts for 5.9% of the portfolio, ranked #6.

ACR Alpine Capital Research first reported a position in THO in Q4 2022 and has held it in 15 quarters since. The position peaked at $426M in Q3 2025. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

  • ACR Alpine Capital Research held 5,527,556 shares of Thor Industries worth $415M as of Q2 2026.
  • ACR Alpine Capital Research bought 624,432 Thor Industries shares in Q2 2026, an estimated $48.1M.
  • Thor Industries made up 5.9% of ACR Alpine Capital Research's portfolio in Q2 2026, its #6 holding.
  • ACR Alpine Capital Research first reported a position in Thor Industries in Q4 2022 and has held it in 15 quarters since.
  • ACR Alpine Capital Research's Thor Industries position peaked at $426M in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on ACR Alpine Capital Research's 13F filing for Q2 2026, filed 29 Jul 2026.