Capital Growth Management’s Thor Industries THO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-35,000
| Closed | -$4.3M | – | 81 |
|
|
2021
Q3 | $4.3M | Buy |
+35,000
| New | +$4.3M | 0.39% | 51 |
|
|
2021
Q2 | – | Sell |
-185,000
| Closed | -$24.9M | – | 84 |
|
|
2021
Q1 | $24.9M | Sell |
185,000
-40,000
| -18% | -$5.39M | 2.28% | 16 |
|
|
2020
Q4 | $20.9M | Buy |
225,000
+45,000
| +25% | +$4.18M | 2.11% | 21 |
|
|
2020
Q3 | $17.1M | Sell |
180,000
-90,000
| -33% | -$8.57M | 1.79% | 26 |
|
|
2020
Q2 | $28.8M | Buy |
+270,000
| New | +$28.8M | 3.34% | 8 |
|
|
2020
Q1 | – | Sell |
-949,000
| Closed | -$70.5M | – | 72 |
|
|
2019
Q4 | $70.5M | Buy |
949,000
+879,000
| +1,256% | +$65.3M | 5.7% | 2 |
|
|
2019
Q3 | $3.97M | Buy |
+70,000
| New | +$3.97M | 0.3% | 41 |
|
|
2018
Q2 | – | Sell |
-355,000
| Closed | -$40.9M | – | 71 |
|
|
2018
Q1 | $40.9M | Sell |
355,000
-100,000
| -22% | -$11.5M | 1.81% | 25 |
|
|
2017
Q4 | $68.6M | Buy |
455,000
+365,000
| +406% | +$55M | 2.84% | 8 |
|
|
2017
Q3 | $11.3M | Sell |
90,000
-360,000
| -80% | -$45.3M | 0.5% | 36 |
|
|
2017
Q2 | $47M | Buy |
+450,000
| New | +$47M | 2.15% | 16 |
|
|
2017
Q1 | – | Sell |
-700,000
| Closed | -$70M | – | 70 |
|
|
2016
Q4 | $70M | Buy |
+700,000
| New | +$70M | 3.11% | 7 |
|
|
2016
Q2 | – | Sell |
-30,000
| Closed | -$1.91M | – | 67 |
|
|
2016
Q1 | $1.91M | Buy |
+30,000
| New | +$1.91M | 0.08% | 47 |
|