ACR Alpine Capital Research’s Thor Industries THO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379M | Buy |
4,265,031
+782,114
| +22% | +$69.5M | 6.78% | 4 |
|
|
2025
Q1 | $264M | Buy |
3,482,917
+1,339,951
| +63% | +$102M | 5.52% | 10 |
|
|
2024
Q4 | $205M | Buy |
2,142,966
+619,318
| +41% | +$59.3M | 4.44% | 14 |
|
|
2024
Q3 | $167M | Sell |
1,523,648
-655
| -0% | -$72K | 4.94% | 12 |
|
|
2024
Q2 | $142M | Buy |
1,524,303
+62,716
| +4% | +$5.86M | 4.4% | 14 |
|
|
2024
Q1 | $172M | Sell |
1,461,587
-11,265
| -0.8% | -$1.32M | 5.2% | 12 |
|
|
2023
Q4 | $174M | Buy |
1,472,852
+22,542
| +2% | +$2.67M | 5.88% | 9 |
|
|
2023
Q3 | $138M | Buy |
1,450,310
+3,923
| +0.3% | +$373K | 5.36% | 14 |
|
|
2023
Q2 | $150M | Buy |
1,446,387
+26,271
| +2% | +$2.72M | 5.65% | 12 |
|
|
2023
Q1 | $113M | Buy |
1,420,116
+431,402
| +44% | +$34.4M | 4.6% | 13 |
|
|
2022
Q4 | $74.6M | Buy |
+988,714
| New | +$74.6M | 3.35% | 13 |
|