Lodge Hill Capital’s Thor Industries THO Stock Holding History

Lodge Hill Capital’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
2023 Q1	–	Sell	-105,000	Closed	-$7.93M	–	28
2022 Q4	$7.93M	Buy	+105,000	New	+$8.44M	2.06%	16
2022 Q3	–	Sell	-50,000	Closed	-$3.74M	–	29
2022 Q2	$3.74M	Buy	+50,000	New	+$3.88M	1.23%	30
2020 Q1	–	Sell	-27,000	Closed	-$2.01M	–	37
2019 Q4	$2.01M	Sell	27,000 -40,000	-60%	-$2.58M	0.54%	26
2019 Q3	$3.79M	Sell	67,000 -53,000	-44%	-$2.78M	1.09%	25
2019 Q2	$7.01M	Buy	+120,000	New	+$7.28M	1.67%	25
2018 Q2	–	Sell	-75,000	Closed	-$8.64M	–	46
2018 Q1	$8.64M	Buy	+75,000	New	+$10M	0.98%	24

Other funds holding THO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lodge Hill Capital's THO Position: Q1 2023 in Review

Lodge Hill Capital sold out of Thor Industries (THO) in Q1 2023, closing a stake of 105,000 shares — an estimated $7.93M sold.

Lodge Hill Capital first reported a position in THO in Q1 2018 and held it in 6 quarters. The position peaked at $8.64M in Q1 2018. 395 funds tracked by Wall St. Rank hold THO as of Q1 2023.

Lodge Hill Capital reported no remaining Thor Industries position as of Q1 2023 after selling out during the quarter.
Lodge Hill Capital sold 105,000 Thor Industries shares in Q1 2023, an estimated $7.93M.
Lodge Hill Capital first reported a position in Thor Industries in Q1 2018 and held it in 6 quarters.
Lodge Hill Capital's Thor Industries position peaked at $8.64M in Q1 2018.
395 funds tracked by Wall St. Rank held Thor Industries as of Q1 2023.

Based on Lodge Hill Capital's 13F filing for Q1 2023, filed 12 May 2023.