MCM
THO icon

Melvin Capital Management’s Thor Industries THO Stock Holding History

Melvin Capital 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
2020
Q3 		– Hold
0
– – – 127
2020
Q2 		– Hold
0
– – – 150
2020
Q1 		– Hold
0
– – – 163
2019
Q4 		– Hold
0
– – – 151
2019
Q3 		– Hold
0
– – – 148
2019
Q2 		– Hold
0
– – – 135
2018
Q3 		– Sell
-3,057,030
Closed -$298M – 159
2018
Q2 		$298M Buy
3,057,030
+125,491
+4% +$12.8M 4.34% 8
2018
Q1 		$338M Buy
2,931,539
+2,206,539
+304% +$295M 4.99% 7
2017
Q4 		$109M Sell
725,000
-125,000
-15% -$17.4M 1.94% 27
2017
Q3 		$107M Sell
850,000
-358,675
-30% -$38.7M 2.28% 26
2017
Q2 		$126M Sell
1,208,675
-369,567
-23% -$35.8M 3.16% 16
2017
Q1 		$152M Buy
1,578,242
+978,242
+163% +$102M 4.1% 13
2016
Q4 		$60M Buy
+600,000
New +$54.1M 2.07% 28

Other funds holding THO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return