Luther King Capital Management (LKCM)’s Thor Industries THO Stock Holding History

Luther King Capital Management (LKCM)’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
2020 Q4	–	Sell	-27,765	Closed	-$2.65M	–	565
2020 Q3	$2.65M	Sell	27,765 -1,145	-4%	-$119K	0.02%	227
2020 Q2	$3.08M	Sell	28,910 -2,140	-7%	-$167K	0.02%	203
2020 Q1	$1.31M	Buy	31,050 +13,935	+81%	+$968K	0.01%	264
2019 Q4	$1.27M	Buy	+17,115	New	+$1.1M	0.01%	327
2014 Q3	–	Sell	-401,112	Closed	-$22.8M	–	580
2014 Q2	$22.8M	Sell	401,112 -186,060	-32%	-$11.2M	0.18%	156
2014 Q1	$35.9M	Sell	587,172 -28,027	-5%	-$1.56M	0.29%	102
2013 Q4	$34M	Sell	615,199 -33,585	-5%	-$1.85M	0.27%	116
2013 Q3	$37.7M	Sell	648,784 -5,877	-0.9%	-$312K	0.32%	100
2013 Q2	$32.2M	Buy	+654,661	New	+$26.8M	0.3%	112

Other funds holding THO

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Luther King Capital Management (LKCM)'s THO Position: Q4 2020 in Review

Luther King Capital Management (LKCM) sold out of Thor Industries (THO) in Q4 2020, closing a stake of 27,765 shares — an estimated $2.65M sold.

Luther King Capital Management (LKCM) first reported a position in THO in Q2 2013 and held it in 9 quarters. The position peaked at $37.7M in Q3 2013. 398 funds tracked by Wall St. Rank hold THO as of Q4 2020.

Luther King Capital Management (LKCM) reported no remaining Thor Industries position as of Q4 2020 after selling out during the quarter.
Luther King Capital Management (LKCM) sold 27,765 Thor Industries shares in Q4 2020, an estimated $2.65M.
Luther King Capital Management (LKCM) first reported a position in Thor Industries in Q2 2013 and held it in 9 quarters.
Luther King Capital Management (LKCM)'s Thor Industries position peaked at $37.7M in Q3 2013.
398 funds tracked by Wall St. Rank held Thor Industries as of Q4 2020.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2020, filed 10 Feb 2021.