Holocene Advisors’s Thor Industries THO Stock Holding History

Holocene Advisors’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
2025 Q2	–	Sell	-15,708	Closed	-$1.19M	–	876
2025 Q1	$1.19M	Buy	15,708 +3,171	+25%	+$298K	﹤0.01%	610
2024 Q4	$1.2M	Buy	+12,537	New	+$1.34M	﹤0.01%	641
2022 Q1	–	Sell	-11,333	Closed	-$1.18M	–	1035
2021 Q4	$1.18M	Buy	11,333 +4,090	+56%	+$444K	0.01%	653
2021 Q3	$889K	Buy	+7,243	New	+$827K	﹤0.01%	702
2021 Q2	–	Sell	-9,757	Closed	-$1.31M	–	936
2021 Q1	$1.31M	Buy	9,757 +7,278	+294%	+$883K	0.01%	662
2020 Q4	$231K	Buy	+2,479	New	+$232K	﹤0.01%	710
2020 Q1	–	Sell	-33,246	Closed	-$2.47M	–	822
2019 Q4	$2.47M	Buy	33,246 +10,423	+46%	+$672K	0.02%	340
2019 Q3	$1.29M	Buy	22,823 +8,811	+63%	+$462K	0.01%	431
2019 Q2	$819K	Buy	14,012 +7,585	+118%	+$460K	0.01%	333
2019 Q1	$401K	Buy	+6,427	New	+$407K	0.01%	462
2018 Q3	–	Sell	-5,357	Closed	-$522K	–	812
2018 Q2	$522K	Buy	+5,357	New	+$547K	0.01%	155

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Holocene Advisors's THO Position: Q2 2025 in Review

Holocene Advisors sold out of Thor Industries (THO) in Q2 2025, closing a stake of 15,708 shares — an estimated $1.19M sold.

Holocene Advisors first reported a position in THO in Q2 2018 and held it in 11 quarters. The position peaked at $2.47M in Q4 2019. 402 funds tracked by Wall St. Rank hold THO as of Q2 2025.

Holocene Advisors reported no remaining Thor Industries position as of Q2 2025 after selling out during the quarter.
Holocene Advisors sold 15,708 Thor Industries shares in Q2 2025, an estimated $1.19M.
Holocene Advisors first reported a position in Thor Industries in Q2 2018 and held it in 11 quarters.
Holocene Advisors's Thor Industries position peaked at $2.47M in Q4 2019.
402 funds tracked by Wall St. Rank held Thor Industries as of Q2 2025.

Based on Holocene Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.