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Candlestick Capital Management’s Thor Industries THO Stock Holding History

Candlestick Capital 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
2025
Q2 		– Sell
-260,700
Closed -$19.8M – 98
2025
Q1 		$19.8M Buy
+260,700
New +$24.5M 0.41% 65
2024
Q3 		– Sell
-200,000
Closed -$18.7M – 102
2024
Q2 		$18.7M Buy
+200,000
New +$20M 0.51% 64
2024
Q1 		– Sell
-300,000
Closed -$35.5M – 124
2023
Q4 		$35.5M Buy
+300,000
New +$30M 0.76% 51

Other funds holding THO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Candlestick Capital Management's THO Position: Q4 2025 in Review

Candlestick Capital Management sold out of Thor Industries (THO) in Q4 2025, closing a stake of 551,457 shares — an estimated $57.2M sold.

Candlestick Capital Management first reported a position in THO in Q1 2023 and held it in 11 quarters. The position peaked at $92.6M in Q2 2023. 443 funds tracked by Wall St. Rank hold THO as of Q4 2025.

  • Candlestick Capital Management reported no remaining Thor Industries position as of Q4 2025 after selling out during the quarter.
  • Candlestick Capital Management sold 551,457 Thor Industries shares in Q4 2025, an estimated $57.2M.
  • Candlestick Capital Management first reported a position in Thor Industries in Q1 2023 and held it in 11 quarters.
  • Candlestick Capital Management's Thor Industries position peaked at $92.6M in Q2 2023.
  • 443 funds tracked by Wall St. Rank held Thor Industries as of Q4 2025.

Based on Candlestick Capital Management's 13F filing for Q4 2025.