ARGA Investment Management’s Thor Industries THO Stock Holding History

ARGA Investment 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	$914K	Hold	12,155	–	–	0.02%	94
2026 Q1	$971K	Hold	12,155	–	–	0.03%	76
2025 Q4	$1.25M	Sell	12,155 -2,267	-16%	-$236K	0.03%	70
2025 Q3	$1.5M	Hold	14,422	–	–	0.04%	73
2025 Q2	$1.28M	Hold	14,422	–	–	0.04%	66
2025 Q1	$1.09M	Hold	14,422	–	–	0.04%	76
2024 Q4	$1.38M	Hold	14,422	–	–	0.05%	65
2024 Q3	$1.58M	Hold	14,422	–	–	0.05%	63
2024 Q2	$1.35M	Buy	14,422 +5,506	+62%	+$550K	0.05%	71
2024 Q1	$1.05M	Buy	+8,916	New	+$1.02M	0.04%	74

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

ARGA Investment Management's THO Position: Q2 2026 in Review

ARGA Investment Management held its Thor Industries (THO) position steady in Q2 2026 at 12,155 shares worth $914K. The position accounts for 0.02% of the portfolio, ranked #94.

ARGA Investment Management first reported a position in THO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.58M in Q3 2024. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

ARGA Investment Management held 12,155 shares of Thor Industries worth $914K as of Q2 2026.
ARGA Investment Management left its Thor Industries share count unchanged in Q2 2026.
Thor Industries made up 0.02% of ARGA Investment Management's portfolio in Q2 2026, its #94 holding.
ARGA Investment Management first reported a position in Thor Industries in Q1 2024 and has held it in 10 quarters since.
ARGA Investment Management's Thor Industries position peaked at $1.58M in Q3 2024.
407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on ARGA Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.