Lombard Odier Asset Management (USA)’s Thor Industries THO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$275K	Buy	+3,437	New	+$350K	0.15%	205
2025 Q4	–	Sell	-4,930	Closed	-$511K	–	448
2025 Q3	$511K	Buy	4,930 +118	+2%	+$11.9K	0.12%	253
2025 Q2	$427K	Buy	+4,812	New	+$380K	0.11%	220
2024 Q4	–	Sell	-3,224	Closed	-$354K	–	410
2024 Q3	$354K	Sell	3,224 -5,244	-62%	-$533K	0.13%	224
2024 Q2	$791K	Buy	+8,468	New	+$847K	0.3%	131
2019 Q4	–	Sell	-108,541	Closed	-$6.15M	–	319
2019 Q3	$6.15M	Buy	+108,541	New	+$5.69M	0.89%	62
2018 Q2	–	Sell	-175,000	Closed	-$20.2M	–	325
2018 Q1	$20.2M	Buy	+175,000	New	+$23.4M	2.09%	12
2017 Q4	–	Sell	-160,000	Closed	-$20.1M	–	272
2017 Q3	$20.1M	Buy	160,000 +10,000	+7%	+$1.08M	2.15%	11
2017 Q2	$15.7M	Hold	150,000	–	–	1.79%	18
2017 Q1	$14.4M	Buy	+150,000	New	+$15.6M	1.95%	14