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NZS Capital’s Thor Industries THO Stock Holding History

NZS 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
Q3 		– Sell
-112,845
Closed -$10M – 66
2025
Q2 		$10M Buy
112,845
+10,105
+10% +$798K 0.34% 55
2025
Q1 		$7.79M Sell
102,740
-1,337
-1% -$126K 0.35% 53
2024
Q4 		$9.96M Buy
104,077
+4,645
+5% +$496K 0.42% 55
2024
Q3 		$10.9M Buy
99,432
+2,756
+3% +$280K 0.43% 55
2024
Q2 		$9.03M Buy
96,676
+320
+0.3% +$32K 0.37% 54
2024
Q1 		$11.3M Buy
96,356
+17,764
+23% +$2.04M 0.47% 50
2023
Q4 		$9.29M Buy
78,592
+804
+1% +$80.4K 0.49% 47
2023
Q3 		$7.4M Sell
77,788
-132
-0.2% -$13.8K 0.4% 57
2023
Q2 		$8.06M Sell
77,920
-6,203
-7% -$524K 0.4% 56
2023
Q1 		$6.7M Buy
84,123
+13,513
+19% +$1.19M 0.35% 55
2022
Q4 		$5.33M Sell
70,610
-15,486
-18% -$1.24M 0.46% 48
2022
Q3 		$6.03M Buy
86,096
+1,715
+2% +$140K 0.56% 46
2022
Q2 		$6.31M Buy
84,381
+50,325
+148% +$3.9M 0.67% 45
2022
Q1 		$2.68M Buy
34,056
+12,152
+55% +$1.12M 0.27% 57
2021
Q4 		$2.27M Buy
21,904
+1,825
+9% +$198K 0.2% 61
2021
Q3 		$2.46M Buy
20,079
+811
+4% +$92.6K 0.24% 63
2021
Q2 		$2.18M Buy
+19,268
New +$2.45M 0.2% 60

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 $6.7B AUM 33.44% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NZS Capital's THO Position: Q3 2025 in Review

NZS Capital sold out of Thor Industries (THO) in Q3 2025, closing a stake of 112,845 shares — an estimated $10M sold.

NZS Capital first reported a position in THO in Q2 2021 and held it in 17 quarters. The position peaked at $11.3M in Q1 2024. 416 funds tracked by Wall St. Rank hold THO as of Q3 2025.

  • NZS Capital reported no remaining Thor Industries position as of Q3 2025 after selling out during the quarter.
  • NZS Capital sold 112,845 Thor Industries shares in Q3 2025, an estimated $10M.
  • NZS Capital first reported a position in Thor Industries in Q2 2021 and held it in 17 quarters.
  • NZS Capital's Thor Industries position peaked at $11.3M in Q1 2024.
  • 416 funds tracked by Wall St. Rank held Thor Industries as of Q3 2025.

Based on NZS Capital's 13F filing for Q3 2025, filed 12 Nov 2025.