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GAMMA Investing’s Thor Industries THO Stock Holding History

GAMMA Investing’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 		$234K Sell
3,119
-357
-10% -$27.5K 0.01% 1146
2026
Q1 		$278K Buy
3,476
+966
+38% +$98.5K 0.01% 893
2025
Q4 		$258K Buy
2,510
+907
+57% +$94.3K 0.01% 871
2025
Q3 		$166K Buy
1,603
+330
+26% +$33.2K 0.01% 1113
2025
Q2 		$113K Buy
1,273
+548
+76% +$43.3K 0.01% 1349
2025
Q1 		$55K Buy
725
+34
+5% +$3.2K ﹤0.01% 1730
2024
Q4 		$66.1K Sell
691
-89
-11% -$9.5K 0.01% 1430
2024
Q3 		$85.7K Buy
780
+201
+35% +$20.4K 0.01% 1096
2024
Q2 		$54.1K Buy
579
+183
+46% +$18.3K 0.01% 1141
2024
Q1 		$46.5K Sell
396
-20
-5% -$2.29K 0.01% 1091
2023
Q4 		$47K Buy
+416
New +$41.6K 0.01% 928

Other funds holding THO

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
BlackRock
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GAMMA Investing's THO Position: Q2 2026 in Review

GAMMA Investing reduced its Thor Industries (THO) stake by 10% in Q2 2026, selling an estimated $27.5K and leaving 3,119 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #1146.

GAMMA Investing first reported a position in THO in Q4 2023 and has held it in 11 quarters since. The position peaked at $278K in Q1 2026. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

  • GAMMA Investing held 3,119 shares of Thor Industries worth $234K as of Q2 2026.
  • GAMMA Investing sold 357 Thor Industries shares in Q2 2026, an estimated $27.5K.
  • Thor Industries made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1146 holding.
  • GAMMA Investing first reported a position in Thor Industries in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Thor Industries position peaked at $278K in Q1 2026.
  • 407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.