Impala Asset Management’s Thor Industries THO Stock Holding History

Impala Asset 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
2022 Q1	–	Sell	-36,970	Closed	-$3.84M	–	49
2021 Q4	$3.84M	Sell	36,970 -16,505	-31%	-$1.79M	0.3%	42
2021 Q3	$6.57M	Sell	53,475 -17,300	-24%	-$1.97M	0.47%	43
2021 Q2	$8M	Buy	+70,775	New	+$9M	0.53%	40
2021 Q1	–	Sell	-265,632	Closed	-$24.7M	–	69
2020 Q4	$24.7M	Buy	265,632 +170,915	+180%	+$16M	2.23%	16
2020 Q3	$9.02M	Buy	+94,717	New	+$9.81M	0.91%	33
2018 Q4	–	Sell	-352,872	Closed	-$29.5M	–	56
2018 Q3	$29.5M	Buy	352,872 +345,972	+5,014%	+$33.1M	0.98%	22
2018 Q2	$672K	Buy	+6,900	New	+$704K	0.03%	59

Other funds holding THO

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

TAM

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Impala Asset Management's THO Position: Q1 2022 in Review

Impala Asset Management sold out of Thor Industries (THO) in Q1 2022, closing a stake of 36,970 shares — an estimated $3.84M sold.

Impala Asset Management first reported a position in THO in Q2 2018 and held it in 7 quarters. The position peaked at $29.5M in Q3 2018. 431 funds tracked by Wall St. Rank hold THO as of Q1 2022.

Impala Asset Management reported no remaining Thor Industries position as of Q1 2022 after selling out during the quarter.
Impala Asset Management sold 36,970 Thor Industries shares in Q1 2022, an estimated $3.84M.
Impala Asset Management first reported a position in Thor Industries in Q2 2018 and held it in 7 quarters.
Impala Asset Management's Thor Industries position peaked at $29.5M in Q3 2018.
431 funds tracked by Wall St. Rank held Thor Industries as of Q1 2022.

Based on Impala Asset Management's 13F filing for Q1 2022, filed 13 May 2022.