Echo Street Capital Management’s Thor Industries THO Stock Holding History

Echo Street 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
2023 Q4	–	Sell	-3,323	Closed	-$316K	–	381
2023 Q3	$316K	Buy	+3,323	New	+$347K	﹤0.01%	358
2023 Q1	–	Sell	-7,424	Closed	-$560K	–	601
2022 Q4	$560K	Buy	7,424 +1,389	+23%	+$112K	0.01%	260
2022 Q3	$422K	Buy	+6,035	New	+$493K	﹤0.01%	318
2022 Q1	–	Sell	-9,078	Closed	-$942K	–	741
2021 Q4	$942K	Buy	9,078 +5,857	+182%	+$635K	0.01%	265
2021 Q3	$395K	Buy	3,221 +1,317	+69%	+$150K	﹤0.01%	470
2021 Q2	$215K	Sell	1,904 -368	-16%	-$46.8K	﹤0.01%	545
2021 Q1	$306K	Buy	+2,272	New	+$276K	﹤0.01%	413
2020 Q3	–	Sell	-2,904	Closed	-$309K	–	343
2020 Q2	$309K	Buy	+2,904	New	+$227K	﹤0.01%	394

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 $34B AUM 6.31% 1-Year Est. Return

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

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 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

Echo Street Capital Management's THO Position: Q4 2023 in Review

Echo Street Capital Management sold out of Thor Industries (THO) in Q4 2023, closing a stake of 3,323 shares — an estimated $316K sold.

Echo Street Capital Management first reported a position in THO in Q2 2020 and held it in 8 quarters. The position peaked at $942K in Q4 2021. 423 funds tracked by Wall St. Rank hold THO as of Q4 2023.

Echo Street Capital Management reported no remaining Thor Industries position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 3,323 Thor Industries shares in Q4 2023, an estimated $316K.
Echo Street Capital Management first reported a position in Thor Industries in Q2 2020 and held it in 8 quarters.
Echo Street Capital Management's Thor Industries position peaked at $942K in Q4 2021.
423 funds tracked by Wall St. Rank held Thor Industries as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.