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Claret Asset Management’s Thor Industries THO Stock Holding History

Claret Asset Management’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 		$215K Buy
2,859
+307
+12% +$23.6K 0.02% 486
2026
Q1 		$204K Buy
2,552
+1
+0% +$102 0.02% 337
2025
Q4 		$262K Sell
2,551
-6
-0.2% -$624 0.03% 232
2025
Q3 		$265K Sell
2,557
-36
-1% -$3.63K 0.03% 209
2025
Q2 		$230K Buy
+2,593
New +$205K 0.03% 414
2025
Q1 		– Sell
-2,095
Closed -$201K – 345
2024
Q4 		$201K Buy
2,095
+15
+0.7% +$1.6K 0.03% 293
2024
Q3 		$229K Buy
+2,080
New +$211K 0.04% 219

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
LCIP
Life Cycle Investment Partners London $21.4B AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Claret Asset Management's THO Position: Q2 2026 in Review

Claret Asset Management increased its Thor Industries (THO) stake by 12% in Q2 2026, buying an estimated $23.6K and bringing the position to 2,859 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #486.

Claret Asset Management first reported a position in THO in Q3 2024 and has held it in 7 quarters since. The position peaked at $265K in Q3 2025. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

  • Claret Asset Management held 2,859 shares of Thor Industries worth $215K as of Q2 2026.
  • Claret Asset Management bought 307 Thor Industries shares in Q2 2026, an estimated $23.6K.
  • Thor Industries made up 0.02% of Claret Asset Management's portfolio in Q2 2026, its #486 holding.
  • Claret Asset Management first reported a position in Thor Industries in Q3 2024 and has held it in 7 quarters since.
  • Claret Asset Management's Thor Industries position peaked at $265K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.