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Bayforest Capital’s Thor Industries THO Stock Holding History

Bayforest 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
Q2 		$66.3K Buy
+882
New +$67.9K 0.06% 550
2025
Q4 		– Sell
-1,343
Closed -$139K – 959
2025
Q3 		$139K Sell
1,343
-5,227
-80% -$527K 0.07% 462
2025
Q2 		$583K Buy
+6,570
New +$519K 0.25% 134

Other funds holding THO

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $21.4B AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bayforest Capital's THO Position: Q2 2026 in Review

Bayforest Capital opened a new position in Thor Industries (THO) in Q2 2026: 882 shares worth $66.3K. The stake represents 0.06% of the portfolio and ranks #550 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in THO as recently as Q3 2025.

Bayforest Capital first reported a position in THO in Q2 2025 and has held it in 3 quarters since. The position peaked at $583K in Q2 2025. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

  • Bayforest Capital held 882 shares of Thor Industries worth $66.3K as of Q2 2026.
  • Thor Industries was a new Bayforest Capital position in Q2 2026.
  • Thor Industries made up 0.06% of Bayforest Capital's portfolio in Q2 2026, its #550 holding.
  • Bayforest Capital first reported a position in Thor Industries in Q2 2025 and has held it in 3 quarters since.
  • Bayforest Capital's Thor Industries position peaked at $583K in Q2 2025.
  • 407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.