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Palestra Capital Management’s Thor Industries THO Stock Holding History

Palestra 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
2023
Q4 		– Sell
-716,779
Closed -$68.2M – 28
2023
Q3 		$68.2M Buy
+716,779
New +$74.9M 3.6% 18

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

Palestra Capital Management's THO Position: Q4 2023 in Review

Palestra Capital Management sold out of Thor Industries (THO) in Q4 2023, closing a stake of 716,779 shares — an estimated $68.2M sold.

Palestra Capital Management first reported a position in THO in Q3 2023 and held it in 1 quarter. The position peaked at $68.2M in Q3 2023. 423 funds tracked by Wall St. Rank hold THO as of Q4 2023.

  • Palestra Capital Management reported no remaining Thor Industries position as of Q4 2023 after selling out during the quarter.
  • Palestra Capital Management sold 716,779 Thor Industries shares in Q4 2023, an estimated $68.2M.
  • Palestra Capital Management first reported a position in Thor Industries in Q3 2023 and held it in 1 quarter.
  • Palestra Capital Management's Thor Industries position peaked at $68.2M in Q3 2023.
  • 423 funds tracked by Wall St. Rank held Thor Industries as of Q4 2023.

Based on Palestra Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.