Candlestick Capital Management’s Thor Industries THO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-551,457	Closed	-$57.2M	–	53
2025 Q3	$57.2M	Sell	551,457 -91,266	-14%	-$9.19M	2.22%	30
2025 Q2	$57.1M	Buy	642,723 +4,157	+0.7%	+$328K	1.89%	36
2025 Q1	$48.4M	Buy	638,566 +188,049	+42%	+$17.7M	1.9%	38
2024 Q4	$43.1M	Sell	450,517 -199,491	-31%	-$21.3M	1.55%	35
2024 Q3	$71.4M	Buy	650,008 +186,508	+40%	+$19M	2.93%	17
2024 Q2	$43.3M	Sell	463,500 -229,574	-33%	-$22.9M	1.67%	40
2024 Q1	$81.3M	Buy	693,074 +49,574	+8%	+$5.68M	2.68%	15
2023 Q4	$76.1M	Sell	643,500 -306,500	-32%	-$30.6M	2.45%	20
2023 Q3	$90.4M	Buy	950,000 +55,000	+6%	+$5.75M	3.59%	6
2023 Q2	$92.6M	Buy	895,000 +485,307	+118%	+$41M	3.12%	8
2023 Q1	$32.6M	Buy	+409,693	New	+$36.1M	1.1%	52
2020 Q2	–	Hold	0	–	–	–	111
2020 Q1	–	Hold	0	–	–	–	107