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Bayesian Capital Management’s Thor Industries THO Stock Holding History

Bayesian Capital 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
Q4 		– Sell
-4,200
Closed -$435K – 509
2025
Q3 		$435K Buy
+4,200
New +$423K 0.09% 305
2024
Q4 		– Sell
-1,847
Closed -$203K – 995
2024
Q3 		$203K Sell
1,847
-12,800
-87% -$1.3M 0.02% 562
2024
Q2 		$1.37M Buy
+14,647
New +$1.46M 0.16% 172
2023
Q4 		– Sell
-6,335
Closed -$603K – 1026
2023
Q3 		$603K Sell
6,335
-4,100
-39% -$428K 0.07% 336
2023
Q2 		$1.08M Buy
+10,435
New +$881K 0.12% 238
2022
Q3 		– Sell
-5,400
Closed -$404K – 1014
2022
Q2 		$404K Sell
5,400
-100
-2% -$7.76K 0.08% 391
2022
Q1 		$433K Buy
+5,500
New +$506K 0.06% 415
2019
Q4 		– Sell
-8,160
Closed -$462K – 749
2019
Q3 		$462K Buy
+8,160
New +$428K 0.09% 294
2018
Q1 		– Sell
-12,200
Closed -$1.84M – 813
2017
Q4 		$1.84M Buy
+12,200
New +$1.7M 0.37% 61
2017
Q3 		– Sell
-10,810
Closed -$1.13M – 634
2017
Q2 		$1.13M Buy
+10,810
New +$1.05M 0.42% 59
2017
Q1 		– Sell
-14,000
Closed -$1.4M – 684
2016
Q4 		$1.4M Buy
+14,000
New +$1.26M 0.35% 70
2016
Q3 		– Sell
-7,000
Closed -$453K – 501
2016
Q2 		$453K Buy
7,000
+800
+13% +$51.2K 0.27% 136
2016
Q1 		$395K Sell
6,200
-1,000
-14% -$54.8K 0.37% 87
2015
Q4 		$404K Buy
+7,200
New +$400K 0.58% 50

Other funds holding THO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bayesian Capital Management's THO Position: Q4 2025 in Review

Bayesian Capital Management sold out of Thor Industries (THO) in Q4 2025, closing a stake of 4,200 shares — an estimated $435K sold.

Bayesian Capital Management first reported a position in THO in Q4 2015 and held it in 14 quarters. The position peaked at $1.84M in Q4 2017. 442 funds tracked by Wall St. Rank hold THO as of Q4 2025.

  • Bayesian Capital Management reported no remaining Thor Industries position as of Q4 2025 after selling out during the quarter.
  • Bayesian Capital Management sold 4,200 Thor Industries shares in Q4 2025, an estimated $435K.
  • Bayesian Capital Management first reported a position in Thor Industries in Q4 2015 and held it in 14 quarters.
  • Bayesian Capital Management's Thor Industries position peaked at $1.84M in Q4 2017.
  • 442 funds tracked by Wall St. Rank held Thor Industries as of Q4 2025.

Based on Bayesian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.