JO
THO icon

John Overdeck’s Thor Industries THO Stock Holding History

John Overdeck’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 		$26.7M Buy
355,172
+275,800
+347% +$21.2M 0.02% 877
2026
Q1 		$6.34M Buy
79,372
+18,448
+30% +$1.88M 0.01% 1777
2025
Q4 		$6.26M Sell
60,924
-38,609
-39% -$4.01M 0.01% 1517
2025
Q3 		$10.3M Sell
99,533
-17,807
-15% -$1.79M 0.02% 943
2025
Q2 		$10.4M Buy
117,340
+114,440
+3,946% +$9.04M 0.02% 805
2025
Q1 		$220K Buy
+2,900
New +$273K ﹤0.01% 2826
2020
Q1 		– Sell
-15,111
Closed -$1.12M – 3812
2019
Q4 		$1.12M Sell
15,111
-485,054
-97% -$31.3M ﹤0.01% 2082
2019
Q3 		$28.3M Buy
500,165
+484,365
+3,066% +$25.4M 0.1% 268
2019
Q2 		$924K Sell
15,800
-605,943
-97% -$36.8M ﹤0.01% 1999
2019
Q1 		$38.8M Buy
621,743
+252,576
+68% +$16M 0.13% 209
2018
Q4 		$19.2M Buy
+369,167
New +$25M 0.08% 342
2018
Q3 		– Sell
-11,505
Closed -$1.1M – 3578
2018
Q2 		$1.12M Buy
+11,505
New +$1.17M ﹤0.01% 2070
2018
Q1 		– Sell
-12,353
Closed -$1.86M – 3513
2017
Q4 		$1.86M Buy
+12,353
New +$1.72M 0.01% 1525
2016
Q3 		– Sell
-112,138
Closed -$7.26M – 3375
2016
Q2 		$7.26M Buy
112,138
+34,452
+44% +$2.2M 0.03% 604
2016
Q1 		$4.95M Sell
77,686
-6,963
-8% -$381K 0.02% 713
2015
Q4 		$4.75M Sell
84,649
-34,800
-29% -$1.93M 0.02% 683
2015
Q3 		$6.19M Buy
+119,449
New +$6.54M 0.03% 464
2015
Q2 		– Sell
-13,000
Closed -$822K – 3085
2015
Q1 		$822K Buy
+13,000
New +$774K ﹤0.01% 1696
2014
Q1 		– Sell
-48,801
Closed -$2.69M – 2254
2013
Q4 		$2.69M Sell
48,801
-198,881
-80% -$11M 0.01% 877
2013
Q3 		$14.4M Buy
247,682
+171,226
+224% +$9.08M 0.09% 263
2013
Q2 		$3.76M Buy
+76,456
New +$3.13M 0.03% 629

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

John Overdeck's THO Position: Q2 2026 in Review

John Overdeck increased its Thor Industries (THO) stake by 347% in Q2 2026, buying an estimated $21.2M and bringing the position to 355,172 shares worth $26.7M. The position accounts for 0.02% of the portfolio, ranked #877.

John Overdeck first reported a position in THO in Q2 2013 and has held it in 21 quarters since. The position peaked at $38.8M in Q1 2019. 404 funds tracked by Wall St. Rank hold THO as of Q2 2026.

  • John Overdeck held 355,172 shares of Thor Industries worth $26.7M as of Q2 2026.
  • John Overdeck bought 275,800 Thor Industries shares in Q2 2026, an estimated $21.2M.
  • Thor Industries made up 0.02% of John Overdeck's portfolio in Q2 2026, its #877 holding.
  • John Overdeck first reported a position in Thor Industries in Q2 2013 and has held it in 21 quarters since.
  • John Overdeck's Thor Industries position peaked at $38.8M in Q1 2019.
  • 404 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.