MQS Management’s Thor Industries THO Stock Holding History

MQS 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 Q1	$287K	Sell	3,590 -331	-8%	-$33.7K	0.19%	239
2025 Q4	$403K	Buy	3,921 +1,836	+88%	+$191K	0.24%	168
2025 Q3	$216K	Buy	+2,085	New	+$210K	0.13%	356
2024 Q2	–	Sell	-2,519	Closed	-$296K	–	659
2024 Q1	$296K	Buy	+2,519	New	+$289K	0.17%	255
2023 Q2	–	Sell	-8,615	Closed	-$686K	–	594
2023 Q1	$686K	Buy	+8,615	New	+$760K	0.44%	43
2022 Q1	–	Sell	-3,294	Closed	-$342K	–	422
2021 Q4	$342K	Buy	+3,294	New	+$357K	0.55%	66

Other funds holding THO

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 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

LCIP

Life Cycle Investment Partners London $15.7B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

MQS Management's THO Position: Q1 2026 in Review

MQS Management reduced its Thor Industries (THO) stake by 8.4% in Q1 2026, selling an estimated $33.7K and leaving 3,590 shares worth $287K. The position accounts for 0.19% of the portfolio, ranked #239.

MQS Management first reported a position in THO in Q4 2021 and has held it in 6 quarters since. The position peaked at $686K in Q1 2023. 415 funds tracked by Wall St. Rank hold THO as of Q1 2026.

MQS Management held 3,590 shares of Thor Industries worth $287K as of Q1 2026.
MQS Management sold 331 Thor Industries shares in Q1 2026, an estimated $33.7K.
Thor Industries made up 0.19% of MQS Management's portfolio in Q1 2026, its #239 holding.
MQS Management first reported a position in Thor Industries in Q4 2021 and has held it in 6 quarters since.
MQS Management's Thor Industries position peaked at $686K in Q1 2023.
415 funds tracked by Wall St. Rank held Thor Industries as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.