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Novare Capital Management’s Thor Industries THO Stock Holding History

Novare 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
2026
Q2 		– Sell
-4,970
Closed -$397K – 216
2026
Q1 		$397K Sell
4,970
-675
-12% -$68.8K 0.03% 148
2025
Q4 		$580K Sell
5,645
-4,674
-45% -$486K 0.04% 134
2025
Q3 		$1.07M Sell
10,319
-95,693
-90% -$9.64M 0.08% 115
2025
Q2 		$9.41M Buy
106,012
+1,884
+2% +$149K 0.77% 51
2025
Q1 		$7.89M Buy
104,128
+1,603
+2% +$151K 0.69% 57
2024
Q4 		$9.81M Buy
102,525
+1,893
+2% +$202K 0.83% 45
2024
Q3 		$11.1M Buy
100,632
+1,044
+1% +$106K 0.94% 39
2024
Q2 		$9.31M Sell
99,588
-2,340
-2% -$234K 0.84% 45
2024
Q1 		$12M Buy
101,928
+3,524
+4% +$404K 1.08% 32
2023
Q4 		$11.6M Sell
98,404
-2,161
-2% -$216K 1.18% 28
2023
Q3 		$9.57M Sell
100,565
-6,395
-6% -$668K 1.08% 32
2023
Q2 		$11.1M Sell
106,960
-2,866
-3% -$242K 1.19% 23
2023
Q1 		$8.75M Sell
109,826
-947
-0.9% -$83.5K 0.99% 39
2022
Q4 		$8.36M Buy
110,773
+2,729
+3% +$219K 0.99% 42
2022
Q3 		$7.56M Buy
108,044
+9,469
+10% +$774K 0.97% 43
2022
Q2 		$7.37M Buy
+98,575
New +$7.65M 0.91% 45

Other funds holding THO

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $21.4B AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Novare Capital Management's THO Position: Q2 2026 in Review

Novare Capital Management sold out of Thor Industries (THO) in Q2 2026, closing a stake of 4,970 shares — an estimated $397K sold.

Novare Capital Management first reported a position in THO in Q2 2022 and held it in 16 quarters. The position peaked at $12M in Q1 2024. 408 funds tracked by Wall St. Rank hold THO as of Q2 2026.

  • Novare Capital Management reported no remaining Thor Industries position as of Q2 2026 after selling out during the quarter.
  • Novare Capital Management sold 4,970 Thor Industries shares in Q2 2026, an estimated $397K.
  • Novare Capital Management first reported a position in Thor Industries in Q2 2022 and held it in 16 quarters.
  • Novare Capital Management's Thor Industries position peaked at $12M in Q1 2024.
  • 408 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.