Dark Forest Capital Management’s Thor Industries THO Stock Holding History

Dark Forest 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	$1.21M	Buy	+16,056	New	+$1.24M	0.08%	446
2025 Q4	–	Sell	-3,050	Closed	-$316K	–	1344
2025 Q3	$316K	Sell	3,050 -4,563	-60%	-$460K	0.01%	1018
2025 Q2	$676K	Buy	7,613 +2,229	+41%	+$176K	0.03%	856
2025 Q1	$408K	Buy	+5,384	New	+$506K	0.02%	986
2023 Q4	–	Sell	-9,765	Closed	-$929K	–	1042
2023 Q3	$929K	Buy	9,765 +3,464	+55%	+$362K	0.07%	442
2023 Q2	$652K	Buy	6,301 +6,192	+5,681%	+$523K	0.06%	503
2023 Q1	$8.68K	Buy	+109	New	+$9.62K	﹤0.01%	1044
2022 Q3	–	Sell	-127	Closed	-$9K	–	1433
2022 Q2	$9K	Buy	+127	New	+$9.85K	﹤0.01%	552
2022 Q1	–	Sell	-843	Closed	-$87K	–	1754
2021 Q4	$87K	Buy	843 +696	+473%	+$75.5K	0.03%	369
2021 Q3	$18K	Buy	+147	New	+$16.8K	0.01%	853

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

Dark Forest Capital Management's THO Position: Q2 2026 in Review

Dark Forest Capital Management opened a new position in Thor Industries (THO) in Q2 2026: 16,056 shares worth $1.21M. The stake represents 0.08% of the portfolio and ranks #446 among its holdings. This is a return to the name: Dark Forest Capital Management previously reported a position in THO as recently as Q3 2025.

Dark Forest Capital Management first reported a position in THO in Q3 2021 and has held it in 10 quarters since. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

Dark Forest Capital Management held 16,056 shares of Thor Industries worth $1.21M as of Q2 2026.
Thor Industries was a new Dark Forest Capital Management position in Q2 2026.
Thor Industries made up 0.08% of Dark Forest Capital Management's portfolio in Q2 2026, its #446 holding.
Dark Forest Capital Management first reported a position in Thor Industries in Q3 2021 and has held it in 10 quarters since.
407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

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