MAM
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Madison Asset Management’s Thor Industries THO Stock Holding History

Madison Asset Management’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 		$66.2M Sell
881,017
-83,759
-9% -$6.45M 0.79% 42
2026
Q1 		$77.1M Sell
964,776
-78,927
-8% -$8.05M 0.96% 32
2025
Q4 		$107M Sell
1,043,703
-58,485
-5% -$6.08M 1.23% 21
2025
Q3 		$114M Sell
1,102,188
-11,190
-1% -$1.13M 1.26% 20
2025
Q2 		$98.9M Buy
1,113,378
+48,079
+5% +$3.8M 1.07% 31
2025
Q1 		$80.8M Buy
1,065,299
+65,531
+7% +$6.16M 0.9% 39
2024
Q4 		$95.7M Buy
999,768
+78,791
+9% +$8.41M 1.08% 29
2024
Q3 		$101M Buy
920,977
+207,744
+29% +$21.1M 1.14% 28
2024
Q2 		$66.7M Buy
713,233
+254,663
+56% +$25.5M 0.82% 40
2024
Q1 		$53.8M Buy
458,570
+52,157
+13% +$5.98M 0.66% 49
2023
Q4 		$48.1M Buy
406,413
+11,814
+3% +$1.18M 0.65% 53
2023
Q3 		$37.5M Buy
394,599
+5,046
+1% +$527K 0.55% 62
2023
Q2 		$40.3M Buy
389,553
+3,906
+1% +$330K 0.59% 62
2023
Q1 		$30.7M Buy
385,647
+6,704
+2% +$591K 0.47% 72
2022
Q4 		$28.6M Sell
378,943
-6,006
-2% -$483K 0.45% 82
2022
Q3 		$26.9M Buy
384,949
+13,436
+4% +$1.1M 0.45% 82
2022
Q2 		$27.8M Sell
371,513
-6,682
-2% -$518K 0.43% 85
2022
Q1 		$29.8M Buy
+378,195
New +$34.8M 0.43% 87

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
LCIP
Life Cycle Investment Partners London $21.4B AUM
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

Madison Asset Management's THO Position: Q2 2026 in Review

Madison Asset Management reduced its Thor Industries (THO) stake by 8.7% in Q2 2026, selling an estimated $6.45M and leaving 881,017 shares worth $66.2M. The position accounts for 0.79% of the portfolio, ranked #42.

Madison Asset Management first reported a position in THO in Q1 2022 and has held it in 18 quarters since. The position peaked at $114M in Q3 2025. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

  • Madison Asset Management held 881,017 shares of Thor Industries worth $66.2M as of Q2 2026.
  • Madison Asset Management sold 83,759 Thor Industries shares in Q2 2026, an estimated $6.45M.
  • Thor Industries made up 0.79% of Madison Asset Management's portfolio in Q2 2026, its #42 holding.
  • Madison Asset Management first reported a position in Thor Industries in Q1 2022 and has held it in 18 quarters since.
  • Madison Asset Management's Thor Industries position peaked at $114M in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.