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Life Cycle Investment Partners’s Thor Industries THO Stock Holding History

Life Cycle Investment Partners’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 		$308M Buy
4,099,664
+825,159
+25% +$63.5M 1.44% 18
2026
Q1 		$262M Buy
3,274,505
+786,122
+32% +$80.1M 1.67% 17
2025
Q4 		$255M Buy
+2,488,383
New +$259M 1.79% 17

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Life Cycle Investment Partners's THO Position: Q2 2026 in Review

Life Cycle Investment Partners increased its Thor Industries (THO) stake by 25% in Q2 2026, buying an estimated $63.5M and bringing the position to 4,099,664 shares worth $308M. The position accounts for 1.44% of the portfolio, ranked #18.

Life Cycle Investment Partners first reported a position in THO in Q4 2025 and has held it in 3 quarters since. 405 funds tracked by Wall St. Rank hold THO as of Q2 2026.

  • Life Cycle Investment Partners held 4,099,664 shares of Thor Industries worth $308M as of Q2 2026.
  • Life Cycle Investment Partners bought 825,159 Thor Industries shares in Q2 2026, an estimated $63.5M.
  • Thor Industries made up 1.44% of Life Cycle Investment Partners's portfolio in Q2 2026, its #18 holding.
  • Life Cycle Investment Partners first reported a position in Thor Industries in Q4 2025 and has held it in 3 quarters since.
  • 405 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Life Cycle Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.