MCM
Melvin Capital Management’s Thor Industries THO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Hold |
0
| – | – | – | 89 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 98 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 97 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 87 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 87 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 87 |
|
|
2018
Q3 | – | Sell |
-3,057,030
| Closed | -$298M | – | 89 |
|
|
2018
Q2 | $298M | Buy |
3,057,030
+125,491
| +4% | +$12.2M | 2.69% | 5 |
|
|
2018
Q1 | $338M | Buy |
2,931,539
+2,206,539
| +304% | +$254M | 3.23% | 5 |
|
|
2017
Q4 | $109M | Sell |
725,000
-125,000
| -15% | -$18.8M | 1.04% | 20 |
|
|
2017
Q3 | $107M | Sell |
850,000
-358,675
| -30% | -$45.2M | 1.29% | 16 |
|
|
2017
Q2 | $126M | Sell |
1,208,675
-369,567
| -23% | -$38.6M | 1.65% | 11 |
|
|
2017
Q1 | $152M | Buy |
1,578,242
+978,242
| +163% | +$94M | 2.61% | 9 |
|
|
2016
Q4 | $60M | Buy |
+600,000
| New | +$60M | 1.56% | 23 |
|