Balyasny Asset Management’s Thor Industries THO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.3M | Sell |
404,407
-676,831
| -63% | -$69M | 0.06% | 501 |
|
|
2025
Q4 | $111M | Buy |
1,081,238
+611,639
| +130% | +$63.6M | 0.21% | 159 |
|
|
2025
Q3 | $48.7M | Sell |
469,599
-226,016
| -32% | -$22.8M | 0.1% | 372 |
|
|
2025
Q2 | $61.8M | Sell |
695,615
-77,759
| -10% | -$6.14M | 0.14% | 263 |
|
|
2025
Q1 | $58.6M | Sell |
773,374
-162,602
| -17% | -$15.3M | 0.15% | 256 |
|
|
2024
Q4 | $89.6M | Buy |
935,976
+496,314
| +113% | +$53M | 0.21% | 174 |
|
|
2024
Q3 | $48.3M | Buy |
439,662
+387,317
| +740% | +$39.4M | 0.12% | 318 |
|
|
2024
Q2 | $4.89M | Sell |
52,345
-505,956
| -91% | -$50.6M | 0.01% | 1180 |
|
|
2024
Q1 | $65.5M | Buy |
558,301
+67,296
| +14% | +$7.71M | 0.17% | 224 |
|
|
2023
Q4 | $58.1M | Buy |
+491,005
| New | +$49.1M | 0.16% | 242 |
|
|
2023
Q3 | – | Sell |
-184,169
| Closed | -$19.1M | – | 2762 |
|
|
2023
Q2 | $19.1M | Buy |
+184,169
| New | +$15.6M | 0.05% | 551 |
|
|
2021
Q3 | – | Sell |
-6,064
| Closed | -$685K | – | 2508 |
|
|
2021
Q2 | $685K | Buy |
+6,064
| New | +$771K | ﹤0.01% | 1445 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1754 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1652 |
|
|
2020
Q2 | – | Sell |
-226,883
| Closed | -$9.57M | – | 1535 |
|
|
2020
Q1 | $9.57M | Buy |
+226,883
| New | +$15.8M | 0.13% | 242 |
|
|
2019
Q2 | – | Sell |
-8,296
| Closed | -$517K | – | 1741 |
|
|
2019
Q1 | $517K | Sell |
8,296
-1,092
| -12% | -$69.2K | ﹤0.01% | 1199 |
|
|
2018
Q4 | $488K | Sell |
9,388
-2,156
| -19% | -$146K | ﹤0.01% | 1109 |
|
|
2018
Q3 | $966K | Buy |
+11,544
| New | +$1.1M | 0.01% | 1189 |
|
|
2018
Q1 | – | Sell |
-27,089
| Closed | -$4.08M | – | 2323 |
|
|
2017
Q4 | $4.08M | Sell |
27,089
-62,538
| -70% | -$8.7M | 0.01% | 925 |
|
|
2017
Q3 | $11.3M | Buy |
+89,627
| New | +$9.66M | 0.05% | 465 |
|
|
2017
Q2 | – | Sell |
-8,000
| Closed | -$769K | – | 1763 |
|
|
2017
Q1 | $769K | Buy |
+8,000
| New | +$830K | ﹤0.01% | 1192 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 1511 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1295 |
|
|
2016
Q2 | – | Sell |
-3,300
| Closed | -$210K | – | 1490 |
|
|
2016
Q1 | $210K | Sell |
3,300
-5,923
| -64% | -$324K | ﹤0.01% | 1114 |
|
|
2015
Q4 | $518K | Buy |
9,223
+4,583
| +99% | +$255K | ﹤0.01% | 822 |
|
|
2015
Q3 | $240K | Buy |
4,640
+535
| +13% | +$29.3K | ﹤0.01% | 969 |
|
|
2015
Q2 | $231K | Buy |
+4,105
| New | +$248K | ﹤0.01% | 994 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 1122 |
|
Other funds holding THO
AACR
LCIP
VPM
TAM
VCM
