Neo Ivy Capital Management’s Thor Industries THO Stock Holding History

Neo Ivy Capital 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
2025 Q1	–	Sell	-2,451	Closed	-$234K	–	420
2024 Q4	$234K	Buy	2,451 +257	+12%	+$27.4K	0.05%	219
2024 Q3	$242K	Sell	2,194 -9,482	-81%	-$963K	0.08%	212
2024 Q2	$1.09M	Buy	+11,676	New	+$1.17M	0.21%	137
2023 Q4	–	Sell	-37,716	Closed	-$3.59M	–	445
2023 Q3	$3.59M	Buy	37,716 +37,497	+17,122%	+$3.92M	1.58%	10
2023 Q2	$23K	Buy	+219	New	+$18.5K	0.01%	266
2022 Q4	–	Sell	-151	Closed	-$11K	–	537
2022 Q3	$11K	Buy	151 +89	+144%	+$7.27K	0.03%	319
2022 Q2	$4K	Sell	62 -952	-94%	-$73.8K	0.01%	362
2022 Q1	$80K	Buy	+1,014	New	+$93.2K	0.07%	334
2021 Q4	–	Sell	-3,016	Closed	-$321K	–	627
2021 Q3	$321K	Buy	+3,016	New	+$344K	0.37%	98
2020 Q4	–	Sell	-2,807	Closed	-$267K	–	573
2020 Q3	$267K	Sell	2,807 -209	-7%	-$21.6K	0.27%	137
2020 Q2	$321K	Buy	+3,016	New	+$236K	0.37%	98

Other funds holding THO

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Neo Ivy Capital Management's THO Position: Q1 2025 in Review

Neo Ivy Capital Management sold out of Thor Industries (THO) in Q1 2025, closing a stake of 2,451 shares — an estimated $234K sold.

Neo Ivy Capital Management first reported a position in THO in Q2 2020 and held it in 11 quarters. The position peaked at $3.59M in Q3 2023. 403 funds tracked by Wall St. Rank hold THO as of Q1 2025.

Neo Ivy Capital Management reported no remaining Thor Industries position as of Q1 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 2,451 Thor Industries shares in Q1 2025, an estimated $234K.
Neo Ivy Capital Management first reported a position in Thor Industries in Q2 2020 and held it in 11 quarters.
Neo Ivy Capital Management's Thor Industries position peaked at $3.59M in Q3 2023.
403 funds tracked by Wall St. Rank held Thor Industries as of Q1 2025.

Based on Neo Ivy Capital Management's 13F filing for Q1 2025, filed 6 May 2025.