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Muhlenkamp & Co’s Thor Industries THO Stock Holding History

Muhlenkamp & Co’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
2018
Q3 		$812K Sell
9,700
-35,093
-78% -$3.36M 0.35% 30
2018
Q2 		$4.36M Hold
44,793
– – 1.66% 25
2018
Q1 		$5.16M Buy
44,793
+1,248
+3% +$167K 1.87% 25
2017
Q4 		$6.56M Buy
+43,545
New +$6.05M 1.94% 24

Other funds holding THO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Muhlenkamp & Co's THO Position: Q3 2018 in Review

Muhlenkamp & Co reduced its Thor Industries (THO) stake by 78% in Q3 2018, selling an estimated $3.36M and leaving 9,700 shares worth $812K. The position accounts for 0.35% of the portfolio, ranked #30.

Muhlenkamp & Co first reported a position in THO in Q4 2017 and has held it in 4 quarters since. The position peaked at $6.56M in Q4 2017. 449 funds tracked by Wall St. Rank hold THO as of Q3 2018.

  • Muhlenkamp & Co held 9,700 shares of Thor Industries worth $812K as of Q3 2018.
  • Muhlenkamp & Co sold 35,093 Thor Industries shares in Q3 2018, an estimated $3.36M.
  • Thor Industries made up 0.35% of Muhlenkamp & Co's portfolio in Q3 2018, its #30 holding.
  • Muhlenkamp & Co first reported a position in Thor Industries in Q4 2017 and has held it in 4 quarters since.
  • Muhlenkamp & Co's Thor Industries position peaked at $6.56M in Q4 2017.
  • 449 funds tracked by Wall St. Rank held Thor Industries as of Q3 2018.

Based on Muhlenkamp & Co's 13F filing for Q3 2018, filed 13 Nov 2018.