Aquatic Capital Management’s Thor Industries THO Stock Holding History

Aquatic Capital Management’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	–	Sell	-1,332	Closed	-$106K	–	1733
2026 Q1	$106K	Sell	1,332 -8,407	-86%	-$857K	﹤0.01%	1089
2025 Q4	$1,000K	Buy	+9,739	New	+$1.01M	0.03%	546
2025 Q3	–	Sell	-29,241	Closed	-$2.6M	–	1669
2025 Q2	$2.6M	Buy	+29,241	New	+$2.31M	0.05%	406
2025 Q1	–	Sell	-13,003	Closed	-$1.24M	–	1626
2024 Q4	$1.24M	Buy	+13,003	New	+$1.39M	0.03%	488
2024 Q3	–	Sell	-27,600	Closed	-$2.58M	–	1540
2024 Q2	$2.58M	Buy	+27,600	New	+$2.76M	0.1%	215
2024 Q1	–	Sell	-4,300	Closed	-$508K	–	1635
2023 Q4	$508K	Buy	+4,300	New	+$430K	0.01%	635
2023 Q2	–	Sell	-12,800	Closed	-$1.02M	–	1742
2023 Q1	$1.02M	Buy	+12,800	New	+$1.13M	0.06%	277
2022 Q3	–	Sell	-1,400	Closed	-$105K	–	1546
2022 Q2	$105K	Buy	1,400 +800	+133%	+$62K	0.03%	470
2022 Q1	$47K	Buy	+600	New	+$55.2K	0.07%	300

Other funds holding THO

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aquatic Capital Management's THO Position: Q2 2026 in Review

Aquatic Capital Management sold out of Thor Industries (THO) in Q2 2026, closing a stake of 1,332 shares — an estimated $106K sold.

Aquatic Capital Management first reported a position in THO in Q1 2022 and held it in 9 quarters. The position peaked at $2.6M in Q2 2025. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

Aquatic Capital Management reported no remaining Thor Industries position as of Q2 2026 after selling out during the quarter.
Aquatic Capital Management sold 1,332 Thor Industries shares in Q2 2026, an estimated $106K.
Aquatic Capital Management first reported a position in Thor Industries in Q1 2022 and held it in 9 quarters.
Aquatic Capital Management's Thor Industries position peaked at $2.6M in Q2 2025.
407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.