Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Thor Industries THO Stock Holding History

Kayne Anderson Rudnick Investment 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
Q1 		$343M Sell
4,289,725
-406,932
-9% -$41.5M 1.01% 31
2025
Q4 		$482M Sell
4,696,657
-409,052
-8% -$42.5M 1.29% 23
2025
Q3 		$529M Sell
5,105,709
-102,023
-2% -$10.3M 1.29% 23
2025
Q2 		$462M Buy
5,207,732
+61,892
+1% +$4.89M 1.1% 33
2025
Q1 		$390M Sell
5,145,840
-28,482
-0.6% -$2.68M 0.95% 42
2024
Q4 		$495M Sell
5,174,322
-274,150
-5% -$29.3M 1.14% 32
2024
Q3 		$599M Buy
5,448,472
+91,703
+2% +$9.32M 1.32% 20
2024
Q2 		$501M Buy
5,356,769
+21,841
+0.4% +$2.18M 1.22% 20
2024
Q1 		$626M Buy
5,334,928
+136,046
+3% +$15.6M 1.45% 15
2023
Q4 		$615M Sell
5,198,882
-24,617
-0.5% -$2.46M 1.54% 13
2023
Q3 		$497M Buy
5,223,499
+79,595
+2% +$8.31M 1.42% 18
2023
Q2 		$532M Sell
5,143,904
-21,742
-0.4% -$1.84M 1.5% 17
2023
Q1 		$411M Buy
5,165,646
+44,225
+0.9% +$3.9M 1.21% 28
2022
Q4 		$387M Sell
5,121,421
-164,176
-3% -$13.2M 1.21% 25
2022
Q3 		$370M Buy
5,285,597
+132,361
+3% +$10.8M 1.23% 22
2022
Q2 		$385M Sell
5,153,236
-465,120
-8% -$36.1M 1.22% 24
2022
Q1 		$442M Buy
5,618,356
+207,214
+4% +$19.1M 1.18% 26
2021
Q4 		$562M Sell
5,411,142
-2,682
-0% -$291K 1.29% 18
2021
Q3 		$665M Buy
5,413,824
+209,130
+4% +$23.9M 1.61% 7
2021
Q2 		$588M Buy
5,204,694
+547,084
+12% +$69.5M 1.45% 11
2021
Q1 		$628M Buy
4,657,610
+868,264
+23% +$105M 1.68% 8
2020
Q4 		$352M Buy
3,789,346
+420,670
+12% +$39.4M 1.02% 25
2020
Q3 		$321M Buy
3,368,676
+357,637
+12% +$37M 1.16% 22
2020
Q2 		$319M Sell
3,011,039
-153,276
-5% -$12M 1.33% 22
2020
Q1 		$133M Buy
3,164,315
+177,884
+6% +$12.4M 0.76% 36
2019
Q4 		$222M Buy
2,986,431
+918,447
+44% +$59.2M 1.07% 27
2019
Q3 		$117M Buy
2,067,984
+24,245
+1% +$1.27M 0.61% 44
2019
Q2 		$119M Buy
2,043,739
+892
+0% +$54.1K 0.63% 43
2019
Q1 		$127M Buy
2,042,847
+681,668
+50% +$43.2M 0.73% 38
2018
Q4 		$70.8M Buy
1,361,179
+158,042
+13% +$10.7M 0.49% 55
2018
Q3 		$101M Buy
1,203,137
+35,925
+3% +$3.44M 0.59% 42
2018
Q2 		$114M Buy
1,167,212
+252,548
+28% +$25.8M 0.73% 39
2018
Q1 		$105M Buy
914,664
+68,202
+8% +$9.11M 0.79% 35
2017
Q4 		$128M Buy
846,462
+6,403
+0.8% +$890K 1.03% 24
2017
Q3 		$106M Buy
840,059
+11,841
+1% +$1.28M 0.95% 25
2017
Q2 		$86.6M Buy
828,218
+106,487
+15% +$10.3M 0.86% 30
2017
Q1 		$69.4M Buy
721,731
+32,107
+5% +$3.33M 0.76% 36
2016
Q4 		$69M Buy
689,624
+21,515
+3% +$1.94M 0.82% 33
2016
Q3 		$56.6M Buy
668,109
+114,756
+21% +$8.92M 0.71% 38
2016
Q2 		$35.8M Buy
+553,353
New +$35.4M 0.54% 46
2015
Q1 		– Sell
-548,726
Closed -$30.7M – 305
2014
Q4 		$30.7M Sell
548,726
-20,724
-4% -$1.12M 0.51% 55
2014
Q3 		$29.3M Sell
569,450
-240,927
-30% -$12.9M 0.52% 58
2014
Q2 		$46.1M Sell
810,377
-288,277
-26% -$17.3M 0.79% 41
2014
Q1 		$67.1M Sell
1,098,654
-13,997
-1% -$778K 1.17% 24
2013
Q4 		$61.5M Sell
1,112,651
-35,277
-3% -$1.95M 1.03% 31
2013
Q3 		$66.6M Sell
1,147,928
-347,582
-23% -$18.4M 1.25% 24
2013
Q2 		$73.5M Buy
+1,495,510
New +$61.3M 1.49% 19

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 $15.7B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's THO Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Thor Industries (THO) stake by 8.7% in Q1 2026, selling an estimated $41.5M and leaving 4,289,725 shares worth $343M. The position accounts for 1.01% of the portfolio, ranked #31.

Kayne Anderson Rudnick Investment Management first reported a position in THO in Q2 2013 and has held it in 47 quarters since. The position peaked at $665M in Q3 2021. 416 funds tracked by Wall St. Rank hold THO as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 4,289,725 shares of Thor Industries worth $343M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 406,932 Thor Industries shares in Q1 2026, an estimated $41.5M.
  • Thor Industries made up 1.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #31 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Thor Industries in Q2 2013 and has held it in 47 quarters since.
  • Kayne Anderson Rudnick Investment Management's Thor Industries position peaked at $665M in Q3 2021.
  • 416 funds tracked by Wall St. Rank held Thor Industries as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.