Munro Partners’s Thor Industries THO Stock Holding History

Munro Partners’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
2020 Q1	–	Sell	-138,750	Closed	-$10.3M	–	31
2019 Q4	$10.3M	Buy	+138,750	New	+$8.95M	1.46%	26

Other funds holding THO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TAM

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

Munro Partners's THO Position: Q1 2020 in Review

Munro Partners sold out of Thor Industries (THO) in Q1 2020, closing a stake of 138,750 shares — an estimated $10.3M sold.

Munro Partners first reported a position in THO in Q4 2019 and held it in 1 quarter. The position peaked at $10.3M in Q4 2019. 317 funds tracked by Wall St. Rank hold THO as of Q1 2020.

Munro Partners reported no remaining Thor Industries position as of Q1 2020 after selling out during the quarter.
Munro Partners sold 138,750 Thor Industries shares in Q1 2020, an estimated $10.3M.
Munro Partners first reported a position in Thor Industries in Q4 2019 and held it in 1 quarter.
Munro Partners's Thor Industries position peaked at $10.3M in Q4 2019.
317 funds tracked by Wall St. Rank held Thor Industries as of Q1 2020.

Based on Munro Partners's 13F filing for Q1 2020, filed 28 Oct 2025.