MPM
THO icon

Meritage Portfolio Management’s Thor Industries THO Stock Holding History

Meritage Portfolio 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
2021
Q2 		– Sell
-109,707
Closed -$14.8M – 317
2021
Q1 		$14.8M Sell
109,707
-1,922
-2% -$233K 0.98% 23
2020
Q4 		$10.4M Sell
111,629
-800
-0.7% -$75K 0.76% 32
2020
Q3 		$10.7M Buy
112,429
+57,160
+103% +$5.92M 0.96% 24
2020
Q2 		$5.89M Buy
+55,269
New +$4.32M 0.57% 48
2018
Q1 		– Sell
-146,513
Closed -$22.1M – 215
2017
Q4 		$22.1M Sell
146,513
-2,259
-2% -$314K 2.12% 5
2017
Q3 		$18.7M Buy
148,772
+707
+0.5% +$76.2K 1.84% 6
2017
Q2 		$15.5M Sell
148,065
-3,278
-2% -$317K 1.59% 8
2017
Q1 		$14.5M Buy
151,343
+84,680
+127% +$8.79M 1.53% 10
2016
Q4 		$6.67M Sell
66,663
-759
-1% -$68.5K 0.73% 43
2016
Q3 		$5.71M Sell
67,422
-617
-0.9% -$47.9K 0.63% 54
2016
Q2 		$4.41M Buy
+68,039
New +$4.35M 0.5% 102

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return