Choreo LLC’s Thor Industries THO Stock Holding History

Choreo LLC’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	$29.4M	Sell	391,542 -1,778	-0.5%	-$137K	0.32%	54
2026 Q1	$31.4M	Sell	393,320 -1,193	-0.3%	-$122K	0.39%	48
2025 Q4	$41.1M	Buy	394,513 +35,655	+10%	+$3.71M	0.52%	38
2025 Q3	$37.2M	Buy	358,858 +447	+0.1%	+$45K	0.48%	40
2025 Q2	$31.8M	Buy	358,411 +200	+0.1%	+$15.8K	0.44%	42
2025 Q1	$27.2M	Buy	358,211 +1,549	+0.4%	+$146K	0.42%	46
2024 Q4	$34.1M	Buy	356,662 +45,648	+15%	+$4.87M	0.49%	38
2024 Q3	$34.3M	Sell	311,014 -1,457	-0.5%	-$148K	0.5%	43
2024 Q2	$28.8M	Buy	312,471 +26,317	+9%	+$2.63M	0.48%	41
2024 Q1	$33.6M	Buy	286,154 +4,052	+1%	+$464K	0.86%	27
2023 Q4	$33.5M	Buy	282,102 +53,263	+23%	+$5.33M	0.91%	29
2023 Q3	$21.8M	Buy	228,839 +224,423	+5,082%	+$23.4M	0.77%	33
2023 Q2	$457K	Buy	+4,416	New	+$373K	0.02%	307

Other funds holding THO

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LCIP

Life Cycle Investment Partners London $21.4B AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Choreo LLC's THO Position: Q2 2026 in Review

Choreo LLC reduced its Thor Industries (THO) stake by 0.45% in Q2 2026, selling an estimated $137K and leaving 391,542 shares worth $29.4M. The position accounts for 0.32% of the portfolio, ranked #54.

Choreo LLC first reported a position in THO in Q2 2023 and has held it in 13 quarters since. The position peaked at $41.1M in Q4 2025. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

Choreo LLC held 391,542 shares of Thor Industries worth $29.4M as of Q2 2026.
Choreo LLC sold 1,778 Thor Industries shares in Q2 2026, an estimated $137K.
Thor Industries made up 0.32% of Choreo LLC's portfolio in Q2 2026, its #54 holding.
Choreo LLC first reported a position in Thor Industries in Q2 2023 and has held it in 13 quarters since.
Choreo LLC's Thor Industries position peaked at $41.1M in Q4 2025.
407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.