Harris Associates’s Thor Industries THO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $76.9M | Sell |
962,577
-98,408
| -9% | -$10M | 0.1% | 86 |
|
|
2025
Q4 | $109M | Sell |
1,060,985
-21,195
| -2% | -$2.2M | 0.14% | 78 |
|
|
2025
Q3 | $112M | Sell |
1,082,180
-244,871
| -18% | -$24.7M | 0.18% | 74 |
|
|
2025
Q2 | $118M | Sell |
1,327,051
-142,727
| -10% | -$11.3M | 0.19% | 76 |
|
|
2025
Q1 | $111M | Sell |
1,469,778
-21,512
| -1% | -$2.02M | 0.19% | 78 |
|
|
2024
Q4 | $143M | Sell |
1,491,290
-920,828
| -38% | -$98.3M | 0.19% | 73 |
|
|
2024
Q3 | $265M | Sell |
2,412,118
-251,716
| -9% | -$25.6M | 0.35% | 58 |
|
|
2024
Q2 | $249M | Buy |
2,663,834
+90,080
| +3% | +$9.01M | 0.42% | 61 |
|
|
2024
Q1 | $302M | Sell |
2,573,754
-109,869
| -4% | -$12.6M | 0.49% | 59 |
|
|
2023
Q4 | $317M | Buy |
2,683,623
+68,094
| +3% | +$6.81M | 0.55% | 59 |
|
|
2023
Q3 | $249M | Sell |
2,615,529
-393,035
| -13% | -$41.1M | 0.48% | 62 |
|
|
2023
Q2 | $311M | Sell |
3,008,564
-5,951
| -0.2% | -$503K | 0.59% | 53 |
|
|
2023
Q1 | $240M | Buy |
3,014,515
+153,231
| +5% | +$13.5M | 0.47% | 59 |
|
|
2022
Q4 | $216M | Sell |
2,861,284
-202,862
| -7% | -$16.3M | 0.44% | 59 |
|
|
2022
Q3 | $214M | Sell |
3,064,146
-132,180
| -4% | -$10.8M | 0.36% | 65 |
|
|
2022
Q2 | $239M | Sell |
3,196,326
-62,998
| -2% | -$4.89M | 0.38% | 67 |
|
|
2022
Q1 | $257M | Buy |
3,259,324
+655,629
| +25% | +$60.3M | 0.34% | 71 |
|
|
2021
Q4 | $270M | Buy |
2,603,695
+98,787
| +4% | +$10.7M | 0.42% | 64 |
|
|
2021
Q3 | $308M | Buy |
2,504,908
+577,661
| +30% | +$65.9M | 0.49% | 59 |
|
|
2021
Q2 | $218M | Buy |
1,927,247
+402,564
| +26% | +$51.2M | 0.35% | 73 |
|
|
2021
Q1 | $205M | Buy |
1,524,683
+93,724
| +7% | +$11.4M | 0.35% | 73 |
|
|
2020
Q4 | $133M | Buy |
1,430,959
+49,385
| +4% | +$4.63M | 0.26% | 79 |
|
|
2020
Q3 | $132M | Sell |
1,381,574
-78,068
| -5% | -$8.09M | 0.32% | 73 |
|
|
2020
Q2 | $155M | Buy |
1,459,642
+272,430
| +23% | +$21.3M | 0.38% | 71 |
|
|
2020
Q1 | $50.1M | Buy |
1,187,212
+531,465
| +81% | +$36.9M | 0.14% | 92 |
|
|
2019
Q4 | $48.7M | Buy |
655,747
+9,110
| +1% | +$588K | 0.09% | 95 |
|
|
2019
Q3 | $36.6M | Sell |
646,637
-1,345
| -0.2% | -$70.6K | 0.07% | 100 |
|
|
2019
Q2 | $37.9M | Buy |
647,982
+1,795
| +0.3% | +$109K | 0.07% | 98 |
|
|
2019
Q1 | $40.3M | Buy |
646,187
+86,365
| +15% | +$5.47M | 0.07% | 96 |
|
|
2018
Q4 | $29.1M | Buy |
559,822
+124,864
| +29% | +$8.45M | 0.06% | 99 |
|
|
2018
Q3 | $36.4M | Buy |
434,958
+421,782
| +3,201% | +$40.4M | 0.06% | 104 |
|
|
2018
Q2 | $1.28M | Buy |
+13,176
| New | +$1.34M | ﹤0.01% | 120 |
|
|
2013
Q3 | – | Sell |
-187,194
| Closed | -$9.21M | – | 190 |
|
|
2013
Q2 | $9.21M | Buy |
+187,194
| New | +$7.67M | 0.02% | 134 |
|
Other funds holding THO
AACR
LCIP
VPM
TAM
VCM
Harris Associates's THO Position: Q1 2026 in Review
Harris Associates reduced its Thor Industries (THO) stake by 9.3% in Q1 2026, selling an estimated $10M and leaving 962,577 shares worth $76.9M. The position accounts for 0.1% of the portfolio, ranked #86.
Harris Associates first reported a position in THO in Q2 2013 and has held it in 33 quarters since. The position peaked at $317M in Q4 2023. 415 funds tracked by Wall St. Rank hold THO as of Q1 2026.
- Harris Associates held 962,577 shares of Thor Industries worth $76.9M as of Q1 2026.
- Harris Associates sold 98,408 Thor Industries shares in Q1 2026, an estimated $10M.
- Thor Industries made up 0.1% of Harris Associates's portfolio in Q1 2026, its #86 holding.
- Harris Associates first reported a position in Thor Industries in Q2 2013 and has held it in 33 quarters since.
- Harris Associates's Thor Industries position peaked at $317M in Q4 2023.
- 415 funds tracked by Wall St. Rank held Thor Industries as of Q1 2026.
Based on Harris Associates's 13F filing for Q1 2026, filed 15 May 2026.