Hotchkis & Wiley Capital Management
THO icon

Hotchkis & Wiley Capital Management’s Thor Industries THO Stock Holding History

Hotchkis & Wiley Capital 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 		$13.6M Buy
180,393
+55,560
+45% +$4.28M 0.04% 195
2026
Q1 		$9.97M Buy
124,833
+5,925
+5% +$604K 0.03% 238
2025
Q4 		$12.2M Buy
118,908
+229
+0.2% +$23.8K 0.04% 191
2025
Q3 		$12.3M Sell
118,679
-9,261
-7% -$933K 0.04% 200
2025
Q2 		$11.4M Buy
127,940
+29,610
+30% +$2.34M 0.04% 224
2025
Q1 		$7.45M Buy
+98,330
New +$9.25M 0.02% 294
2023
Q3 		– Sell
-291,115
Closed -$30.1M – 529
2023
Q2 		$30.1M Sell
291,115
-2,180
-0.7% -$184K 0.11% 109
2023
Q1 		$23.4M Buy
293,295
+2,400
+0.8% +$212K 0.09% 110
2022
Q4 		$22M Buy
290,895
+5,435
+2% +$437K 0.08% 114
2022
Q3 		$20M Buy
285,460
+83,910
+42% +$6.86M 0.09% 114
2022
Q2 		$15.1M Buy
+201,550
New +$15.6M 0.06% 124
2020
Q3 		– Sell
-41,440
Closed -$4.42M – 483
2020
Q2 		$4.42M Sell
41,440
-27,500
-40% -$2.15M 0.02% 223
2020
Q1 		$2.91M Sell
68,940
-7,790
-10% -$541K 0.02% 289
2019
Q4 		$5.7M Sell
76,730
-33,360
-30% -$2.15M 0.02% 235
2019
Q3 		$6.24M Buy
110,090
+10,440
+10% +$548K 0.03% 139
2019
Q2 		$5.83M Buy
99,650
+13,380
+16% +$812K 0.02% 163
2019
Q1 		$5.38M Buy
+86,270
New +$5.46M 0.02% 181

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

Hotchkis & Wiley Capital Management's THO Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management increased its Thor Industries (THO) stake by 45% in Q2 2026, buying an estimated $4.28M and bringing the position to 180,393 shares worth $13.6M. The position accounts for 0.04% of the portfolio, ranked #195.

Hotchkis & Wiley Capital Management first reported a position in THO in Q1 2019 and has held it in 17 quarters since. The position peaked at $30.1M in Q2 2023. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

  • Hotchkis & Wiley Capital Management held 180,393 shares of Thor Industries worth $13.6M as of Q2 2026.
  • Hotchkis & Wiley Capital Management bought 55,560 Thor Industries shares in Q2 2026, an estimated $4.28M.
  • Thor Industries made up 0.04% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #195 holding.
  • Hotchkis & Wiley Capital Management first reported a position in Thor Industries in Q1 2019 and has held it in 17 quarters since.
  • Hotchkis & Wiley Capital Management's Thor Industries position peaked at $30.1M in Q2 2023.
  • 407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.