AXQ Capital’s Thor Industries THO Stock Holding History

AXQ Capital’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 Q1	$751K	Buy	+9,397	New	+$958K	0.1%	304
2025 Q3	–	Sell	-5,905	Closed	-$524K	–	818
2025 Q2	$524K	Buy	+5,905	New	+$466K	0.17%	208
2025 Q1	–	Sell	-4,409	Closed	-$422K	–	678
2024 Q4	$422K	Sell	4,409 -8,014	-65%	-$855K	0.19%	202
2024 Q3	$1.37M	Buy	+12,423	New	+$1.26M	0.41%	64
2023 Q4	–	Sell	-2,300	Closed	-$219K	–	798
2023 Q3	$219K	Buy	2,300 +100	+5%	+$10.4K	0.08%	368
2023 Q2	$228K	Buy	+2,200	New	+$186K	0.28%	174

Other funds holding THO

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LCIP

Life Cycle Investment Partners London $15.7B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AXQ Capital's THO Position: Q1 2026 in Review

AXQ Capital opened a new position in Thor Industries (THO) in Q1 2026: 9,397 shares worth $751K. The stake represents 0.1% of the portfolio and ranks #304 among its holdings. This is a return to the name: AXQ Capital previously reported a position in THO as recently as Q2 2025.

AXQ Capital first reported a position in THO in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.37M in Q3 2024. 415 funds tracked by Wall St. Rank hold THO as of Q1 2026.

AXQ Capital held 9,397 shares of Thor Industries worth $751K as of Q1 2026.
Thor Industries was a new AXQ Capital position in Q1 2026.
Thor Industries made up 0.1% of AXQ Capital's portfolio in Q1 2026, its #304 holding.
AXQ Capital first reported a position in Thor Industries in Q2 2023 and has held it in 6 quarters since.
AXQ Capital's Thor Industries position peaked at $1.37M in Q3 2024.
415 funds tracked by Wall St. Rank held Thor Industries as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.