De Lisle Partners’s Thor Industries THO Stock Holding History

De Lisle Partners’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	$451K	Sell	6,000 -11,455	-66%	-$882K	0.05%	162
2026 Q1	$1.39M	Hold	17,455	–	–	0.17%	118
2025 Q4	$1.79M	Hold	17,455	–	–	0.23%	107
2025 Q3	$1.81M	Hold	17,455	–	–	0.22%	107
2025 Q2	$1.55M	Hold	17,455	–	–	0.22%	110
2025 Q1	$1.32M	Sell	17,455 -5,750	-25%	-$541K	0.22%	117
2024 Q4	$2.22M	Hold	23,205	–	–	0.33%	88
2024 Q3	$2.55M	Buy	23,205 +6,000	+35%	+$610K	0.41%	70
2024 Q2	$1.61M	Hold	17,205	–	–	0.35%	83
2024 Q1	$2.02M	Buy	+17,205	New	+$1.97M	0.47%	62

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

De Lisle Partners's THO Position: Q2 2026 in Review

De Lisle Partners reduced its Thor Industries (THO) stake by 66% in Q2 2026, selling an estimated $882K and leaving 6,000 shares worth $451K. The position accounts for 0.05% of the portfolio, ranked #162.

De Lisle Partners first reported a position in THO in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.55M in Q3 2024. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

De Lisle Partners held 6,000 shares of Thor Industries worth $451K as of Q2 2026.
De Lisle Partners sold 11,455 Thor Industries shares in Q2 2026, an estimated $882K.
Thor Industries made up 0.05% of De Lisle Partners's portfolio in Q2 2026, its #162 holding.
De Lisle Partners first reported a position in Thor Industries in Q1 2024 and has held it in 10 quarters since.
De Lisle Partners's Thor Industries position peaked at $2.55M in Q3 2024.
407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on De Lisle Partners's 13F filing for Q2 2026, filed 12 Aug 2026.