Bleichroeder LP’s Thor Industries THO Stock Holding History

Bleichroeder LP’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
2023 Q3	–	Sell	-81,250	Closed	-$8.41M	–	81
2023 Q2	$8.41M	Sell	81,250 -146,250	-64%	-$12.4M	1.71%	14
2023 Q1	$18.1M	Hold	227,500	–	–	3.87%	7
2022 Q4	$17.2M	Hold	227,500	–	–	3.73%	8
2022 Q3	$15.9M	Hold	227,500	–	–	3.32%	9
2022 Q2	$17M	Buy	227,500 +112,747	+98%	+$8.74M	3.51%	8
2022 Q1	$9.03M	Buy	114,753 +5,000	+5%	+$460K	1.6%	20
2021 Q4	$11.4M	Hold	109,753	–	–	1.78%	17
2021 Q3	$13.5M	Hold	109,753	–	–	2.19%	11
2021 Q2	$12.4M	Hold	109,753	–	–	1.87%	17
2021 Q1	$14.8M	Hold	109,753	–	–	2.5%	11
2020 Q4	$10.2M	Hold	109,753	–	–	1.99%	14
2020 Q3	$10.5M	Hold	109,753	–	–	1.87%	16
2020 Q2	$11.7M	Hold	109,753	–	–	2.07%	13
2020 Q1	$4.63M	Buy	+109,753	New	+$7.62M	1.21%	22

Other funds holding THO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Bleichroeder LP's THO Position: Q3 2023 in Review

Bleichroeder LP sold out of Thor Industries (THO) in Q3 2023, closing a stake of 81,250 shares — an estimated $8.41M sold.

Bleichroeder LP first reported a position in THO in Q1 2020 and held it in 14 quarters. The position peaked at $18.1M in Q1 2023. 399 funds tracked by Wall St. Rank hold THO as of Q3 2023.

Bleichroeder LP reported no remaining Thor Industries position as of Q3 2023 after selling out during the quarter.
Bleichroeder LP sold 81,250 Thor Industries shares in Q3 2023, an estimated $8.41M.
Bleichroeder LP first reported a position in Thor Industries in Q1 2020 and held it in 14 quarters.
Bleichroeder LP's Thor Industries position peaked at $18.1M in Q1 2023.
399 funds tracked by Wall St. Rank held Thor Industries as of Q3 2023.

Based on Bleichroeder LP's 13F filing for Q3 2023, filed 9 Nov 2023.