Crescent Grove Advisors’s Thor Industries THO Stock Holding History

Crescent Grove Advisors’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
2023 Q4	–	Sell	-31,335	Closed	-$2.98M	–	296
2023 Q3	$2.98M	Buy	31,335 +11,835	+61%	+$1.24M	0.37%	47
2023 Q2	$2.02M	Hold	19,500	–	–	0.22%	68
2023 Q1	$1.55M	Hold	19,500	–	–	0.18%	78
2022 Q4	$1.48M	Hold	19,500	–	–	0.15%	87
2022 Q3	$1.36M	Hold	19,500	–	–	0.16%	77
2022 Q2	$1.46M	Buy	19,500 +10,000	+105%	+$776K	0.15%	75
2022 Q1	$748K	Hold	9,500	–	–	0.07%	142
2021 Q4	$990K	Hold	9,500	–	–	0.09%	114
2021 Q3	$1.17M	Hold	9,500	–	–	0.12%	94
2021 Q2	$1.07M	Sell	9,500 -2,045	-18%	-$260K	0.11%	97
2021 Q1	$1.56M	Hold	11,545	–	–	0.18%	65
2020 Q4	$1.08M	Hold	11,545	–	–	0.14%	75
2020 Q3	$1.1M	Hold	11,545	–	–	0.22%	62
2020 Q2	$1.24M	Hold	11,545	–	–	0.26%	46
2020 Q1	$487K	Hold	11,545	–	–	0.11%	78
2019 Q4	$862K	Hold	11,545	–	–	0.15%	78
2019 Q3	$654K	Buy	11,545 +3,545	+44%	+$186K	0.13%	74
2019 Q2	$471K	Hold	8,000	–	–	0.09%	90
2019 Q1	$499K	Hold	8,000	–	–	0.1%	89
2018 Q4	$419K	Buy	8,000 +5,000	+167%	+$338K	0.09%	104
2018 Q3	$251K	Hold	3,000	–	–	0.05%	120
2018 Q2	$293K	Hold	3,000	–	–	0.07%	108
2018 Q1	$347K	Hold	3,000	–	–	0.09%	99
2017 Q4	$453K	Hold	3,000	–	–	0.11%	79
2017 Q3	$378K	Hold	3,000	–	–	0.1%	87
2017 Q2	$315K	Buy	+3,000	New	+$291K	0.09%	95

Other funds holding THO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

TAM

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

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

AACR

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

Crescent Grove Advisors's THO Position: Q4 2023 in Review

Crescent Grove Advisors sold out of Thor Industries (THO) in Q4 2023, closing a stake of 31,335 shares — an estimated $2.98M sold.

Crescent Grove Advisors first reported a position in THO in Q2 2017 and held it in 26 quarters. The position peaked at $2.98M in Q3 2023. 423 funds tracked by Wall St. Rank hold THO as of Q4 2023.

Crescent Grove Advisors reported no remaining Thor Industries position as of Q4 2023 after selling out during the quarter.
Crescent Grove Advisors sold 31,335 Thor Industries shares in Q4 2023, an estimated $2.98M.
Crescent Grove Advisors first reported a position in Thor Industries in Q2 2017 and held it in 26 quarters.
Crescent Grove Advisors's Thor Industries position peaked at $2.98M in Q3 2023.
423 funds tracked by Wall St. Rank held Thor Industries as of Q4 2023.

Based on Crescent Grove Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.