Balyasny Asset Management’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
$61.8M Sell
695,615
-77,759
-10% -$6.91M 0.09% 205
2025
Q1
$58.6M Sell
773,374
-162,602
-17% -$12.3M 0.1% 198
2024
Q4
$89.6M Buy
935,976
+496,314
+113% +$47.5M 0.13% 127
2024
Q3
$48.3M Buy
439,662
+387,317
+740% +$42.6M 0.08% 231
2024
Q2
$4.89M Sell
52,345
-505,956
-91% -$47.3M 0.01% 824
2024
Q1
$65.5M Buy
558,301
+67,296
+14% +$7.9M 0.11% 168
2023
Q4
$58.1M Buy
+491,005
New +$58.1M 0.11% 176
2023
Q3
Sell
-184,169
Closed -$19.1M 2208
2023
Q2
$19.1M Buy
+184,169
New +$19.1M 0.04% 449
2021
Q3
Sell
-6,064
Closed -$685K 2078
2021
Q2
$685K Buy
+6,064
New +$685K ﹤0.01% 1222
2020
Q4
Hold
0
1474
2020
Q3
Hold
0
1356
2020
Q2
Sell
-226,883
Closed -$9.57M 1309
2020
Q1
$9.57M Buy
+226,883
New +$9.57M 0.11% 221
2019
Q2
Sell
-8,296
Closed -$517K 1552
2019
Q1
$517K Sell
8,296
-1,092
-12% -$68.1K ﹤0.01% 1096
2018
Q4
$488K Sell
9,388
-2,156
-19% -$112K ﹤0.01% 1010
2018
Q3
$966K Buy
+11,544
New +$966K ﹤0.01% 973
2018
Q1
Sell
-27,089
Closed -$4.08M 2021
2017
Q4
$4.08M Sell
27,089
-62,538
-70% -$9.43M 0.01% 753
2017
Q3
$11.3M Buy
+89,627
New +$11.3M 0.04% 398
2017
Q2
Sell
-8,000
Closed -$769K 1495
2017
Q1
$769K Buy
+8,000
New +$769K ﹤0.01% 1020
2016
Q4
Hold
0
1282
2016
Q3
Hold
0
1118
2016
Q2
Sell
-3,300
Closed -$210K 1231
2016
Q1
$210K Sell
3,300
-5,923
-64% -$377K ﹤0.01% 911
2015
Q4
$518K Buy
9,223
+4,583
+99% +$257K ﹤0.01% 688
2015
Q3
$240K Buy
4,640
+535
+13% +$27.7K ﹤0.01% 801
2015
Q2
$231K Buy
+4,105
New +$231K ﹤0.01% 760
2015
Q1
Hold
0
832