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Carnegie Investment Counsel’s Thor Industries THO Stock Holding History

Carnegie Investment Counsel’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
2026
Q2 		$699K Sell
9,294
-1,999
-18% -$154K 0.01% 358
2026
Q1 		$902K Sell
11,293
-1,440
-11% -$147K 0.02% 342
2025
Q4 		$1.31M Buy
12,733
+9
+0.1% +$935 0.02% 299
2025
Q3 		$1.32M Sell
12,724
-4,743
-27% -$478K 0.02% 288
2025
Q2 		$1.55M Sell
17,467
-94,759
-84% -$7.48M 0.03% 265
2025
Q1 		$8.51M Buy
+112,226
New +$10.6M 0.2% 132
2019
Q3 		– Sell
-4,800
Closed -$281K – 430
2019
Q2 		$281K Sell
4,800
-307
-6% -$18.6K 0.02% 364
2019
Q1 		$319K Buy
5,107
+202
+4% +$12.8K 0.02% 352
2018
Q4 		$255K Sell
4,905
-37,638
-88% -$2.55M 0.02% 323
2018
Q3 		$2.87M Buy
42,543
+22,830
+116% +$2.18M 0.24% 109
2018
Q2 		$1.91M Sell
19,713
-467
-2% -$47.6K 0.15% 147
2018
Q1 		$1.94M Sell
20,180
-1,928
-9% -$258K 0.16% 134
2017
Q4 		$2.89M Sell
22,108
-8
-0% -$1.11K 0.26% 118
2017
Q3 		$2.9M Sell
22,116
-1,020
-4% -$110K 0.34% 88
2017
Q2 		$2.42M Sell
23,136
-555
-2% -$53.8K 0.29% 99
2017
Q1 		$2.23M Buy
23,691
+21,312
+896% +$2.21M 0.28% 104
2016
Q4 		$240K Buy
+2,379
New +$215K 0.03% 298

Other funds holding THO

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Carnegie Investment Counsel's THO Position: Q2 2026 in Review

Carnegie Investment Counsel reduced its Thor Industries (THO) stake by 18% in Q2 2026, selling an estimated $154K and leaving 9,294 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #358.

Carnegie Investment Counsel first reported a position in THO in Q4 2016 and has held it in 17 quarters since. The position peaked at $8.51M in Q1 2025. 188 funds tracked by Wall St. Rank hold THO as of Q2 2026.

  • Carnegie Investment Counsel held 9,294 shares of Thor Industries worth $699K as of Q2 2026.
  • Carnegie Investment Counsel sold 1,999 Thor Industries shares in Q2 2026, an estimated $154K.
  • Thor Industries made up 0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #358 holding.
  • Carnegie Investment Counsel first reported a position in Thor Industries in Q4 2016 and has held it in 17 quarters since.
  • Carnegie Investment Counsel's Thor Industries position peaked at $8.51M in Q1 2025.
  • 188 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.