Bowling Portfolio Management’s Thor Industries THO Stock Holding History

Bowling Portfolio 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
2018 Q2	–	Sell	-27,355	Closed	-$3.15M	–	403
2018 Q1	$3.15M	Buy	27,355 +2,601	+11%	+$347K	0.43%	71
2017 Q4	$3.73M	Sell	24,754 -6,902	-22%	-$960K	0.5%	59
2017 Q3	$3.99M	Buy	+31,656	New	+$3.41M	0.6%	36
2016 Q3	–	Sell	-88,499	Closed	-$5.73M	–	317
2016 Q2	$5.73M	Buy	88,499 +47,192	+114%	+$3.02M	0.94%	43
2016 Q1	$2.63M	Buy	+41,307	New	+$2.26M	0.43%	83
2015 Q3	–	Sell	-54,859	Closed	-$3.09M	–	181
2015 Q2	$3.09M	Buy	+54,859	New	+$3.32M	0.67%	59

Other funds holding THO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bowling Portfolio Management's THO Position: Q2 2018 in Review

Bowling Portfolio Management sold out of Thor Industries (THO) in Q2 2018, closing a stake of 27,355 shares — an estimated $3.15M sold.

Bowling Portfolio Management first reported a position in THO in Q2 2015 and held it in 6 quarters. The position peaked at $5.73M in Q2 2016. 477 funds tracked by Wall St. Rank hold THO as of Q2 2018.

Bowling Portfolio Management reported no remaining Thor Industries position as of Q2 2018 after selling out during the quarter.
Bowling Portfolio Management sold 27,355 Thor Industries shares in Q2 2018, an estimated $3.15M.
Bowling Portfolio Management first reported a position in Thor Industries in Q2 2015 and held it in 6 quarters.
Bowling Portfolio Management's Thor Industries position peaked at $5.73M in Q2 2016.
477 funds tracked by Wall St. Rank held Thor Industries as of Q2 2018.

Based on Bowling Portfolio Management's 13F filing for Q2 2018, filed 6 Aug 2018.