Oak Thistle LLC’s Thor Industries THO Stock Holding History

Oak Thistle LLC’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 Q4	–	Sell	-31,410	Closed	-$3.26M	–	648
2025 Q3	$3.26M	Buy	31,410 +28,175	+871%	+$2.84M	0.5%	28
2025 Q2	$287K	Sell	3,235 -7,625	-70%	-$602K	0.04%	419
2025 Q1	$823K	Buy	+10,860	New	+$1.02M	0.17%	226
2024 Q4	–	Sell	-2,849	Closed	-$313K	–	550
2024 Q3	$313K	Buy	+2,849	New	+$289K	0.1%	326
2023 Q4	–	Sell	-7,825	Closed	-$744K	–	638
2023 Q3	$744K	Buy	+7,825	New	+$817K	0.22%	194

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 $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

LCIP

Life Cycle Investment Partners London $21.4B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Oak Thistle LLC's THO Position: Q4 2025 in Review

Oak Thistle LLC sold out of Thor Industries (THO) in Q4 2025, closing a stake of 31,410 shares — an estimated $3.26M sold.

Oak Thistle LLC first reported a position in THO in Q3 2023 and held it in 5 quarters. The position peaked at $3.26M in Q3 2025. 443 funds tracked by Wall St. Rank hold THO as of Q4 2025.

Oak Thistle LLC reported no remaining Thor Industries position as of Q4 2025 after selling out during the quarter.
Oak Thistle LLC sold 31,410 Thor Industries shares in Q4 2025, an estimated $3.26M.
Oak Thistle LLC first reported a position in Thor Industries in Q3 2023 and held it in 5 quarters.
Oak Thistle LLC's Thor Industries position peaked at $3.26M in Q3 2025.
443 funds tracked by Wall St. Rank held Thor Industries as of Q4 2025.

Based on Oak Thistle LLC's 13F filing for Q4 2025, filed 21 Jan 2026.