Lodge Hill Capital’s Thor Industries THO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-105,000
| Closed | -$7.93M | – | 28 |
|
|
2022
Q4 | $7.93M | Buy |
+105,000
| New | +$7.93M | 2.06% | 15 |
|
|
2022
Q3 | – | Sell |
-50,000
| Closed | -$3.74M | – | 29 |
|
|
2022
Q2 | $3.74M | Buy |
+50,000
| New | +$3.74M | 1.23% | 30 |
|
|
2020
Q1 | – | Sell |
-27,000
| Closed | -$2.01M | – | 35 |
|
|
2019
Q4 | $2.01M | Sell |
27,000
-40,000
| -60% | -$2.97M | 0.54% | 24 |
|
|
2019
Q3 | $3.8M | Sell |
67,000
-53,000
| -44% | -$3M | 1.09% | 24 |
|
|
2019
Q2 | $7.01M | Buy |
+120,000
| New | +$7.01M | 1.67% | 20 |
|
|
2018
Q2 | – | Sell |
-75,000
| Closed | -$8.64M | – | 36 |
|
|
2018
Q1 | $8.64M | Buy |
+75,000
| New | +$8.64M | 0.98% | 20 |
|