Balyasny Asset Management’s Thor Industries THO Stock Holding History

Balyasny Asset 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
2025 Q2	–	Sell	-37,500	Closed	-$2.84M	–	3344
2025 Q1	$2.84M	Sell	37,500 -112,500	-75%	-$10.6M	﹤0.01%	1526
2024 Q4	$14.4M	Buy	+150,000	New	+$16M	0.02%	802
2024 Q1	–	Sell	-10,100	Closed	-$1.19M	–	3117
2023 Q4	$1.19M	Buy	+10,100	New	+$1.01M	﹤0.01%	1614
2020 Q4	–	Sell	-12,500	Closed	-$1.19M	–	1695
2020 Q3	$1.19M	Buy	+12,500	New	+$1.29M	0.01%	957
2017 Q1	–	Sell	-162,000	Closed	-$16.2M	–	1784
2016 Q4	$16.2M	Buy	162,000 +35,458	+28%	+$3.2M	0.09%	334
2016 Q3	$60K	Buy	+126,542	New	+$9.83M	﹤0.01%	943
2015 Q2	–	Sell	-100,000	Closed	-$6.32M	–	1326
2015 Q1	$6.32M	Buy	+100,000	New	+$5.95M	0.05%	436

Other funds holding THO

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 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

Balyasny Asset Management's THO Position: Q1 2026 in Review

Balyasny Asset Management reduced its Thor Industries (THO) stake by 63% in Q1 2026, selling an estimated $69M and leaving 404,407 shares worth $32.3M. The position accounts for 0.04% of the portfolio, ranked #501.

Balyasny Asset Management first reported a position in THO in Q2 2015 and has held it in 23 quarters since. The position peaked at $111M in Q4 2025. 416 funds tracked by Wall St. Rank hold THO as of Q1 2026.

Balyasny Asset Management held 404,407 shares of Thor Industries worth $32.3M as of Q1 2026.
Balyasny Asset Management sold 676,831 Thor Industries shares in Q1 2026, an estimated $69M.
Thor Industries made up 0.04% of Balyasny Asset Management's portfolio in Q1 2026, its #501 holding.
Balyasny Asset Management first reported a position in Thor Industries in Q2 2015 and has held it in 23 quarters since.
Balyasny Asset Management's Thor Industries position peaked at $111M in Q4 2025.
416 funds tracked by Wall St. Rank held Thor Industries as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.