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Coldstream Capital Management’s Thor Industries THO Stock Holding History

Coldstream Capital 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 		$246K Sell
3,277
-714
-18% -$55K ﹤0.01% 1059
2026
Q1 		$319K Buy
3,991
+1,316
+49% +$134K ﹤0.01% 903
2025
Q4 		$275K Sell
2,675
-22
-0.8% -$2.29K ﹤0.01% 946
2025
Q3 		$280K Buy
2,697
+139
+5% +$14K ﹤0.01% 970
2025
Q2 		$227K Sell
2,558
-257
-9% -$20.3K ﹤0.01% 1015
2025
Q1 		$213K Sell
2,815
-29
-1% -$2.73K ﹤0.01% 978
2024
Q4 		$272K Buy
2,844
+35
+1% +$3.73K 0.01% 870
2024
Q3 		$309K Sell
2,809
-1
-0% -$102 0.01% 826
2024
Q2 		$263K Sell
2,810
-149
-5% -$14.9K 0.01% 817
2024
Q1 		$347K Sell
2,959
-13
-0.4% -$1.49K 0.01% 702
2023
Q4 		$351K Sell
2,972
-64
-2% -$6.4K 0.01% 647
2023
Q3 		$289K Buy
3,036
+84
+3% +$8.78K 0.01% 611
2023
Q2 		$306K Sell
2,952
-15
-0.5% -$1.27K 0.01% 620
2023
Q1 		$236K Sell
2,967
-212
-7% -$18.7K 0.01% 718
2022
Q4 		$240K Buy
+3,179
New +$256K 0.01% 705
2022
Q2 		$231K Sell
3,091
-14,930
-83% -$1.16M 0.01% 675
2022
Q1 		$1.42M Sell
18,021
-6,559
-27% -$603K 0.05% 202
2021
Q4 		$2.55M Buy
+24,580
New +$2.67M 0.08% 168
2021
Q3 		– Sell
-22,669
Closed -$2.56M – 534
2021
Q2 		$2.56M Buy
22,669
+11,379
+101% +$1.45M 0.1% 165
2021
Q1 		$1.52M Sell
11,290
-93
-0.8% -$11.3K 0.09% 118
2020
Q4 		$1.06M Buy
+11,383
New +$1.07M 0.06% 158

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

Coldstream Capital Management's THO Position: Q2 2026 in Review

Coldstream Capital Management reduced its Thor Industries (THO) stake by 18% in Q2 2026, selling an estimated $55K and leaving 3,277 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Coldstream Capital Management first reported a position in THO in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.56M in Q2 2021. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

  • Coldstream Capital Management held 3,277 shares of Thor Industries worth $246K as of Q2 2026.
  • Coldstream Capital Management sold 714 Thor Industries shares in Q2 2026, an estimated $55K.
  • Thor Industries made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1059 holding.
  • Coldstream Capital Management first reported a position in Thor Industries in Q4 2020 and has held it in 21 quarters since.
  • Coldstream Capital Management's Thor Industries position peaked at $2.56M in Q2 2021.
  • 407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.