KCM
THO icon

Kodai Capital Management’s Thor Industries THO Stock Holding History

Kodai 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
2024
Q4 		– Sell
-163,779
Closed -$18M – 181
2024
Q3 		$18M Buy
+163,779
New +$16.6M 0.37% 86

Other funds holding THO

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kodai Capital Management's THO Position: Q4 2024 in Review

Kodai Capital Management sold out of Thor Industries (THO) in Q4 2024, closing a stake of 163,779 shares — an estimated $18M sold.

Kodai Capital Management first reported a position in THO in Q3 2024 and held it in 1 quarter. The position peaked at $18M in Q3 2024. 421 funds tracked by Wall St. Rank hold THO as of Q4 2024.

  • Kodai Capital Management reported no remaining Thor Industries position as of Q4 2024 after selling out during the quarter.
  • Kodai Capital Management sold 163,779 Thor Industries shares in Q4 2024, an estimated $18M.
  • Kodai Capital Management first reported a position in Thor Industries in Q3 2024 and held it in 1 quarter.
  • Kodai Capital Management's Thor Industries position peaked at $18M in Q3 2024.
  • 421 funds tracked by Wall St. Rank held Thor Industries as of Q4 2024.

Based on Kodai Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.