Capital Management Associates (New York)’s Thor Industries THO Stock Holding History

Capital Management Associates (New York)’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	-7,000	Closed	-$806K	–	150
2018 Q1	$806K	Buy	7,000 +2,000	+40%	+$267K	1.24%	19
2017 Q4	$754K	Hold	5,000	–	–	1.08%	24
2017 Q3	$630K	Hold	5,000	–	–	0.9%	39
2017 Q2	$523K	Buy	+5,000	New	+$484K	0.79%	56
2016 Q2	–	Sell	-10,000	Closed	-$638K	–	117
2016 Q1	$638K	Hold	10,000	–	–	1.15%	28
2015 Q4	$561K	Hold	10,000	–	–	0.82%	45
2015 Q3	$518K	Hold	10,000	–	–	0.8%	46
2015 Q2	$563K	Hold	10,000	–	–	0.74%	51
2015 Q1	$632K	Hold	10,000	–	–	0.84%	42
2014 Q4	$559K	Buy	+10,000	New	+$539K	0.82%	45

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

Capital Management Associates (New York)'s THO Position: Q2 2018 in Review

Capital Management Associates (New York) sold out of Thor Industries (THO) in Q2 2018, closing a stake of 7,000 shares — an estimated $806K sold.

Capital Management Associates (New York) first reported a position in THO in Q4 2014 and held it in 10 quarters. The position peaked at $806K in Q1 2018. 477 funds tracked by Wall St. Rank hold THO as of Q2 2018.

Capital Management Associates (New York) reported no remaining Thor Industries position as of Q2 2018 after selling out during the quarter.
Capital Management Associates (New York) sold 7,000 Thor Industries shares in Q2 2018, an estimated $806K.
Capital Management Associates (New York) first reported a position in Thor Industries in Q4 2014 and held it in 10 quarters.
Capital Management Associates (New York)'s Thor Industries position peaked at $806K in Q1 2018.
477 funds tracked by Wall St. Rank held Thor Industries as of Q2 2018.

Based on Capital Management Associates (New York)'s 13F filing for Q2 2018, filed 2 Aug 2018.