Gendell Jeffrey L’s Thor Industries THO Stock Holding History

Gendell Jeffrey L’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
2022 Q3	–	Sell	-182,867	Closed	-$13.7M	–	60
2022 Q2	$13.7M	Sell	182,867 -345,148	-65%	-$26.8M	1.58%	10
2022 Q1	$41.6M	Sell	528,015 -73,150	-12%	-$6.73M	2.98%	10
2021 Q4	$62.4M	Buy	601,165 +194,791	+48%	+$21.1M	5.06%	4
2021 Q3	$49.9M	Sell	406,374 -8,173	-2%	-$933K	4.28%	4
2021 Q2	$46.8M	Buy	+414,547	New	+$52.7M	4.15%	3
2021 Q1	–	Sell	-205,241	Closed	-$19.1M	–	54
2020 Q4	$19.1M	Buy	+205,241	New	+$19.2M	2.58%	2
2019 Q1	–	Sell	-21,792	Closed	-$1.13M	–	61
2018 Q4	$1.13M	Sell	21,792 -247,061	-92%	-$16.7M	0.21%	47
2018 Q3	$22.5M	Buy	268,853 +49,447	+23%	+$4.73M	1.93%	14
2018 Q2	$21.4M	Buy	219,406 +54,406	+33%	+$5.55M	2.18%	12
2018 Q1	$19M	Buy	+165,000	New	+$22M	2.14%	13
2017 Q4	–	Sell	-7,006	Closed	-$882K	–	81
2017 Q3	$882K	Sell	7,006 -161,767	-96%	-$17.4M	0.07%	70
2017 Q2	$17.6M	Buy	168,773 +78,773	+88%	+$7.63M	1.27%	15
2017 Q1	$8.65M	Buy	+90,000	New	+$9.34M	0.87%	25

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 $5.72T AUM 30.48% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Gendell Jeffrey L's THO Position: Q3 2022 in Review

Gendell Jeffrey L sold out of Thor Industries (THO) in Q3 2022, closing a stake of 182,867 shares — an estimated $13.7M sold.

Gendell Jeffrey L first reported a position in THO in Q1 2017 and held it in 13 quarters. The position peaked at $62.4M in Q4 2021. 399 funds tracked by Wall St. Rank hold THO as of Q3 2022.

Gendell Jeffrey L reported no remaining Thor Industries position as of Q3 2022 after selling out during the quarter.
Gendell Jeffrey L sold 182,867 Thor Industries shares in Q3 2022, an estimated $13.7M.
Gendell Jeffrey L first reported a position in Thor Industries in Q1 2017 and held it in 13 quarters.
Gendell Jeffrey L's Thor Industries position peaked at $62.4M in Q4 2021.
399 funds tracked by Wall St. Rank held Thor Industries as of Q3 2022.

Based on Gendell Jeffrey L's 13F filing for Q3 2022, filed 10 Nov 2022.