Carbonado Capital’s Thor Industries THO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-190,000
Closed -$18.5M 17
2018
Q2
$18.5M Buy
+190,000
New +$18.5M 4.25% 11
2017
Q4
Sell
-240,000
Closed -$30.2M 13
2017
Q3
$30.2M Buy
240,000
+65,000
+37% +$8.18M 7.13% 10
2017
Q2
$18.3M Buy
+175,000
New +$18.3M 4.38% 12