Dmitry Balyasny’s Thor Industries THO Stock Holding History

Dmitry Balyasny’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
2025 Q2	–	Sell	-37,500	Closed	-$2.84M	–	3344
2025 Q1	$2.84M	Sell	37,500 -112,500	-75%	-$10.6M	﹤0.01%	1526
2024 Q4	$14.4M	Buy	+150,000	New	+$16M	0.02%	802
2024 Q1	–	Sell	-10,100	Closed	-$1.19M	–	3117
2023 Q4	$1.19M	Buy	+10,100	New	+$1.01M	﹤0.01%	1614
2020 Q4	–	Sell	-12,500	Closed	-$1.19M	–	1695
2020 Q3	$1.19M	Buy	+12,500	New	+$1.29M	0.01%	957
2017 Q1	–	Sell	-162,000	Closed	-$16.2M	–	1784
2016 Q4	$16.2M	Buy	162,000 +35,458	+28%	+$3.2M	0.09%	334
2016 Q3	$60K	Buy	+126,542	New	+$9.83M	﹤0.01%	943
2015 Q2	–	Sell	-100,000	Closed	-$6.32M	–	1326
2015 Q1	$6.32M	Buy	+100,000	New	+$5.95M	0.05%	436

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

Dmitry Balyasny's THO Position: Q2 2026 in Review

Dmitry Balyasny sold out of Thor Industries (THO) in Q2 2026, closing a stake of 404,407 shares — an estimated $32.3M sold.

Dmitry Balyasny first reported a position in THO in Q2 2015 and held it in 23 quarters. The position peaked at $111M in Q4 2025. 404 funds tracked by Wall St. Rank hold THO as of Q2 2026.

Dmitry Balyasny reported no remaining Thor Industries position as of Q2 2026 after selling out during the quarter.
Dmitry Balyasny sold 404,407 Thor Industries shares in Q2 2026, an estimated $32.3M.
Dmitry Balyasny first reported a position in Thor Industries in Q2 2015 and held it in 23 quarters.
Dmitry Balyasny's Thor Industries position peaked at $111M in Q4 2025.
404 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

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