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Kendall Capital Management’s Thor Industries THO Stock Holding History

Kendall Capital 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 		– Sell
-2,675
Closed -$275K – 242
2025
Q4 		$275K Sell
2,675
-575
-18% -$59.8K 0.06% 200
2025
Q3 		$337K Sell
3,250
-210
-6% -$21.2K 0.08% 188
2025
Q2 		$307K Sell
3,460
-100
-3% -$7.9K 0.08% 185
2025
Q1 		$270K Sell
3,560
-175
-5% -$16.5K 0.08% 191
2024
Q4 		$357K Sell
3,735
-1,155
-24% -$123K 0.1% 168
2024
Q3 		$537K Sell
4,890
-1,545
-24% -$157K 0.17% 142
2024
Q2 		$601K Sell
6,435
-1,915
-23% -$191K 0.2% 128
2024
Q1 		$980K Sell
8,350
-1,976
-19% -$226K 0.34% 87
2023
Q4 		$1.22M Sell
10,326
-1,174
-10% -$117K 0.47% 69
2023
Q3 		$1.09M Sell
11,500
-289
-2% -$30.2K 0.49% 64
2023
Q2 		$1.22M Sell
11,789
-340
-3% -$28.7K 0.53% 64
2023
Q1 		$966K Sell
12,129
-15
-0.1% -$1.32K 0.46% 75
2022
Q4 		$917K Sell
12,144
-170
-1% -$13.7K 0.46% 70
2022
Q3 		$862K Buy
12,314
+20
+0.2% +$1.63K 0.5% 62
2022
Q2 		$919K Buy
12,294
+3,344
+37% +$259K 0.51% 59
2022
Q1 		$704K Buy
8,950
+3,649
+69% +$336K 0.34% 94
2021
Q4 		$550K Buy
5,301
+3,141
+145% +$341K 0.26% 100
2021
Q3 		$265K Buy
+2,160
New +$247K 0.14% 134
2018
Q4 		– Sell
-5,150
Closed -$431K – 114
2018
Q3 		$431K Buy
5,150
+730
+17% +$69.9K 0.37% 75
2018
Q2 		$430K Buy
4,420
+530
+14% +$54.1K 0.38% 73
2018
Q1 		$448K Buy
3,890
+390
+11% +$52.1K 0.39% 74
2017
Q4 		$528K Buy
+3,500
New +$487K 0.47% 69

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $21.4B AUM
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

Kendall Capital Management's THO Position: Q1 2026 in Review

Kendall Capital Management sold out of Thor Industries (THO) in Q1 2026, closing a stake of 2,675 shares — an estimated $275K sold.

Kendall Capital Management first reported a position in THO in Q4 2017 and held it in 22 quarters. The position peaked at $1.22M in Q4 2023. 417 funds tracked by Wall St. Rank hold THO as of Q1 2026.

  • Kendall Capital Management reported no remaining Thor Industries position as of Q1 2026 after selling out during the quarter.
  • Kendall Capital Management sold 2,675 Thor Industries shares in Q1 2026, an estimated $275K.
  • Kendall Capital Management first reported a position in Thor Industries in Q4 2017 and held it in 22 quarters.
  • Kendall Capital Management's Thor Industries position peaked at $1.22M in Q4 2023.
  • 417 funds tracked by Wall St. Rank held Thor Industries as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.