Muhlenkamp & Co’s Thor Industries THO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	$812K	Sell	9,700 -35,093	-78%	-$2.94M	0.35%	29
2018 Q2	$4.36M	Hold	44,793	–	–	1.66%	25
2018 Q1	$5.16M	Buy	44,793 +1,248	+3%	+$144K	1.87%	25
2017 Q4	$6.56M	Buy	+43,545	New	+$6.56M	1.94%	24