Fox Run Management’s Thor Industries THO Stock Holding History

Fox Run 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	$337K	Sell	4,479 -1,139	-20%	-$87.7K	0.06%	628
2026 Q1	$439K	Buy	+5,618	New	+$573K	0.08%	494
2023 Q3	–	Sell	-9,807	Closed	-$1.02M	–	997
2023 Q2	$1.02M	Buy	9,807 +5,375	+121%	+$454K	0.29%	77
2023 Q1	$353K	Buy	+4,432	New	+$391K	0.12%	356
2022 Q4	–	Sell	-12,402	Closed	-$868K	–	882
2022 Q3	$868K	Buy	+12,402	New	+$1.01M	0.34%	37
2018 Q1	–	Sell	-3,349	Closed	-$505K	–	915
2017 Q4	$505K	Sell	3,349 -5,151	-61%	-$716K	0.15%	287
2017 Q3	$1.07M	Sell	8,500 -2,400	-22%	-$259K	0.3%	45
2017 Q2	$1.14M	Buy	+10,900	New	+$1.06M	0.39%	22
2016 Q3	–	Sell	-9,800	Closed	-$634K	–	690
2016 Q2	$634K	Buy	9,800 +2,000	+26%	+$128K	0.31%	71
2016 Q1	$497K	Buy	+7,800	New	+$427K	0.33%	83

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

Fox Run Management's THO Position: Q2 2026 in Review

Fox Run Management reduced its Thor Industries (THO) stake by 20% in Q2 2026, selling an estimated $87.7K and leaving 4,479 shares worth $337K. The position accounts for 0.06% of the portfolio, ranked #628.

Fox Run Management first reported a position in THO in Q1 2016 and has held it in 10 quarters since. The position peaked at $1.14M in Q2 2017. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

Fox Run Management held 4,479 shares of Thor Industries worth $337K as of Q2 2026.
Fox Run Management sold 1,139 Thor Industries shares in Q2 2026, an estimated $87.7K.
Thor Industries made up 0.06% of Fox Run Management's portfolio in Q2 2026, its #628 holding.
Fox Run Management first reported a position in Thor Industries in Q1 2016 and has held it in 10 quarters since.
Fox Run Management's Thor Industries position peaked at $1.14M in Q2 2017.
407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.