NFAM
THO icon

North Fourth Asset Management’s Thor Industries THO Stock Holding History

North Fourth Asset 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
2022
Q2 		– Sell
-35,000
Closed -$2.75M – 135
2022
Q1 		$2.75M Buy
+35,000
New +$3.22M 0.48% 54

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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

North Fourth Asset Management's THO Position: Q3 2023 in Review

North Fourth Asset Management sold out of Thor Industries (THO) in Q3 2023, closing a stake of 74,000 shares — an estimated $7.66M sold.

North Fourth Asset Management first reported a position in THO in Q1 2018 and held it in 2 quarters. The position peaked at $7.66M in Q2 2023. 398 funds tracked by Wall St. Rank hold THO as of Q3 2023.

  • North Fourth Asset Management reported no remaining Thor Industries position as of Q3 2023 after selling out during the quarter.
  • North Fourth Asset Management sold 74,000 Thor Industries shares in Q3 2023, an estimated $7.66M.
  • North Fourth Asset Management first reported a position in Thor Industries in Q1 2018 and held it in 2 quarters.
  • North Fourth Asset Management's Thor Industries position peaked at $7.66M in Q2 2023.
  • 398 funds tracked by Wall St. Rank held Thor Industries as of Q3 2023.

Based on North Fourth Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.