Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Thor Industries THO Stock Holding History

Jacobs Levy Equity 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 		$262K Sell
3,492
-2,932
-46% -$226K ﹤0.01% 890
2026
Q1 		$513K Sell
6,424
-396
-6% -$40.4K ﹤0.01% 824
2025
Q4 		$700K Sell
6,820
-49,542
-88% -$5.15M ﹤0.01% 745
2025
Q3 		$5.84M Buy
56,362
+696
+1% +$70.1K 0.02% 397
2025
Q2 		$4.94M Buy
55,666
+12,271
+28% +$969K 0.02% 436
2025
Q1 		$3.29M Sell
43,395
-62,585
-59% -$5.89M 0.01% 554
2024
Q4 		$10.1M Buy
105,980
+23,103
+28% +$2.47M 0.04% 303
2024
Q3 		$9.11M Buy
82,877
+66,897
+419% +$6.8M 0.04% 338
2024
Q2 		$1.49M Buy
+15,980
New +$1.6M 0.01% 659
2022
Q3 		– Sell
-2,690
Closed -$201K – 1166
2022
Q2 		$201K Sell
2,690
-1,155
-30% -$89.6K ﹤0.01% 960
2022
Q1 		$303K Buy
+3,845
New +$354K ﹤0.01% 922
2021
Q4 		– Sell
-1,983
Closed -$243K – 1070
2021
Q3 		$243K Sell
1,983
-9,301
-82% -$1.06M ﹤0.01% 961
2021
Q2 		$1.27M Buy
+11,284
New +$1.43M 0.01% 698
2018
Q4 		– Sell
-9,840
Closed -$824K – 1065
2018
Q3 		$824K Buy
+9,840
New +$942K 0.01% 680
2018
Q2 		– Sell
-53,130
Closed -$6.12M – 1102
2018
Q1 		$6.12M Sell
53,130
-35,140
-40% -$4.69M 0.1% 252
2017
Q4 		$13.3M Sell
88,270
-9,766
-10% -$1.36M 0.23% 142
2017
Q3 		$12.3M Buy
+98,036
New +$10.6M 0.24% 136
2016
Q4 		– Sell
-51,100
Closed -$4.33M – 1049
2016
Q3 		$4.33M Buy
51,100
+6,430
+14% +$500K 0.08% 287
2016
Q2 		$2.89M Buy
44,670
+26,160
+141% +$1.67M 0.06% 356
2016
Q1 		$1.18M Sell
18,510
-3,310
-15% -$181K 0.03% 534
2015
Q4 		$1.23M Buy
+21,820
New +$1.21M 0.02% 420

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

Jacobs Levy Equity Management's THO Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its Thor Industries (THO) stake by 46% in Q2 2026, selling an estimated $226K and leaving 3,492 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Jacobs Levy Equity Management first reported a position in THO in Q4 2015 and has held it in 21 quarters since. The position peaked at $13.3M in Q4 2017. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

  • Jacobs Levy Equity Management held 3,492 shares of Thor Industries worth $262K as of Q2 2026.
  • Jacobs Levy Equity Management sold 2,932 Thor Industries shares in Q2 2026, an estimated $226K.
  • Thor Industries made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #890 holding.
  • Jacobs Levy Equity Management first reported a position in Thor Industries in Q4 2015 and has held it in 21 quarters since.
  • Jacobs Levy Equity Management's Thor Industries position peaked at $13.3M in Q4 2017.
  • 407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

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