Israel Englander’s Thor Industries THO Stock Holding History

Israel Englander’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
2024 Q3	–	Sell	-50,800	Closed	-$4.75M	–	6472
2024 Q2	$4.75M	Sell	50,800 -2,700	-5%	-$270K	﹤0.01%	2774
2024 Q1	$6.28M	Buy	53,500 +39,200	+274%	+$4.49M	﹤0.01%	2650
2023 Q4	$1.69M	Buy	14,300 +10,200	+249%	+$1.02M	﹤0.01%	3741
2023 Q3	$390K	Buy	4,100 +1,900	+86%	+$198K	﹤0.01%	4798
2023 Q2	$228K	Buy	+2,200	New	+$186K	﹤0.01%	5051
2017 Q2	–	Sell	-15,000	Closed	-$1.44M	–	3866
2017 Q1	$1.44M	Buy	+15,000	New	+$1.56M	﹤0.01%	2190
2015 Q2	–	Sell	-4,200	Closed	-$265K	–	3833
2015 Q1	$265K	Sell	4,200 -23,800	-85%	-$1.42M	﹤0.01%	3117
2014 Q4	$1.56M	Buy	+28,000	New	+$1.51M	﹤0.01%	2168
2014 Q3	–	Sell	-8,800	Closed	-$500K	–	4007
2014 Q2	$500K	Sell	8,800 -1,100	-11%	-$65.9K	﹤0.01%	2595
2014 Q1	$604K	Sell	9,900 -200	-2%	-$11.1K	﹤0.01%	2511
2013 Q4	$558K	Buy	+10,100	New	+$558K	﹤0.01%	2649

Other funds holding THO

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Israel Englander's THO Position: Q2 2026 in Review

Israel Englander reduced its Thor Industries (THO) stake by 77% in Q2 2026, selling an estimated $7.47M and leaving 29,480 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #3732.

Israel Englander first reported a position in THO in Q3 2013 and has held it in 47 quarters since. The position peaked at $69.8M in Q3 2017. 404 funds tracked by Wall St. Rank hold THO as of Q2 2026.

Israel Englander held 29,480 shares of Thor Industries worth $2.22M as of Q2 2026.
Israel Englander sold 97,084 Thor Industries shares in Q2 2026, an estimated $7.47M.
Thor Industries made up ﹤0.01% of Israel Englander's portfolio in Q2 2026, its #3732 holding.
Israel Englander first reported a position in Thor Industries in Q3 2013 and has held it in 47 quarters since.
Israel Englander's Thor Industries position peaked at $69.8M in Q3 2017.
404 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.