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Napatree Capital’s Thor Industries THO Stock Holding History

Napatree Capital’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
2025
Q1 		$490K Sell
6,466
-235
-4% -$22.1K 0.28% 98
2024
Q4 		$641K Buy
6,701
+40
+0.6% +$4.27K 0.38% 76
2024
Q3 		$732K Sell
6,661
-98
-1% -$9.96K 0.51% 60
2024
Q2 		$632K Buy
6,759
+248
+4% +$24.8K 0.51% 68
2024
Q1 		$647K Sell
6,511
-266
-4% -$30.5K 0.63% 60
2023
Q4 		$801K Buy
+6,777
New +$678K 0.8% 41

Other funds holding THO

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
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Napatree Capital's THO Position: Q1 2025 in Review

Napatree Capital reduced its Thor Industries (THO) stake by 3.5% in Q1 2025, selling an estimated $22.1K and leaving 6,466 shares worth $490K. The position accounts for 0.28% of the portfolio, ranked #98.

Napatree Capital first reported a position in THO in Q4 2023 and has held it in 6 quarters since. The position peaked at $801K in Q4 2023. 404 funds tracked by Wall St. Rank hold THO as of Q1 2025.

  • Napatree Capital held 6,466 shares of Thor Industries worth $490K as of Q1 2025.
  • Napatree Capital sold 235 Thor Industries shares in Q1 2025, an estimated $22.1K.
  • Thor Industries made up 0.28% of Napatree Capital's portfolio in Q1 2025, its #98 holding.
  • Napatree Capital first reported a position in Thor Industries in Q4 2023 and has held it in 6 quarters since.
  • Napatree Capital's Thor Industries position peaked at $801K in Q4 2023.
  • 404 funds tracked by Wall St. Rank held Thor Industries as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.