Blueshift Asset Management’s Thor Industries THO Stock Holding History

Blueshift 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
2026 Q2	–	Sell	-2,622	Closed	-$209K	–	744
2026 Q1	$209K	Buy	+2,622	New	+$267K	0.06%	434
2025 Q4	–	Sell	-7,821	Closed	-$811K	–	654
2025 Q3	$811K	Buy	7,821 +4,096	+110%	+$413K	0.25%	104
2025 Q2	$331K	Buy	+3,725	New	+$294K	0.1%	266
2023 Q1	–	Sell	-3,531	Closed	-$267K	–	454
2022 Q4	$267K	Buy	+3,531	New	+$284K	0.12%	250
2022 Q2	–	Sell	-7,243	Closed	-$570K	–	995
2022 Q1	$570K	Buy	+7,243	New	+$666K	0.05%	398
2021 Q2	–	Sell	-11,576	Closed	-$1.56M	–	1168
2021 Q1	$1.56M	Sell	11,576 -2,629	-19%	-$319K	0.16%	171
2020 Q4	$1.32M	Buy	14,205 +2,504	+21%	+$235K	0.16%	206
2020 Q3	$1.11M	Buy	11,701 +7,840	+203%	+$812K	0.15%	190
2020 Q2	$411K	Buy	+3,861	New	+$302K	0.07%	346
2019 Q4	–	Sell	-13,964	Closed	-$791K	–	1033
2019 Q3	$791K	Buy	+13,964	New	+$733K	0.12%	246

Other funds holding THO

AACR

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

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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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 Malvern, Pennsylvania $4.68T AUM

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

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

Blueshift Asset Management's THO Position: Q2 2026 in Review

Blueshift Asset Management sold out of Thor Industries (THO) in Q2 2026, closing a stake of 2,622 shares — an estimated $209K sold.

Blueshift Asset Management first reported a position in THO in Q3 2019 and held it in 10 quarters. The position peaked at $1.56M in Q1 2021. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

Blueshift Asset Management reported no remaining Thor Industries position as of Q2 2026 after selling out during the quarter.
Blueshift Asset Management sold 2,622 Thor Industries shares in Q2 2026, an estimated $209K.
Blueshift Asset Management first reported a position in Thor Industries in Q3 2019 and held it in 10 quarters.
Blueshift Asset Management's Thor Industries position peaked at $1.56M in Q1 2021.
407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.