&Partners’s Thor Industries THO Stock Holding History

&Partners’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	$3.68M	Buy	48,996 +2,904	+6%	+$224K	0.02%	720
2026 Q1	$3.71M	Buy	46,092 +6,308	+16%	+$643K	0.02%	631
2025 Q4	$4.08M	Buy	39,784 +9,265	+30%	+$963K	0.02%	568
2025 Q3	$3.16M	Buy	30,519 +1,580	+5%	+$159K	0.02%	574
2025 Q2	$2.57M	Buy	28,939 +4,031	+16%	+$318K	0.02%	569
2025 Q1	$1.92M	Buy	24,908 +4,925	+25%	+$463K	0.02%	555
2024 Q4	$1.93M	Buy	19,983 +9,261	+86%	+$988K	0.02%	513
2024 Q3	$1.18M	Buy	10,722 +4,093	+62%	+$416K	0.02%	510
2024 Q2	$623K	Buy	+6,629	New	+$663K	0.03%	470

Other funds holding THO

AACR

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

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 Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

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 Malvern, Pennsylvania $4.68T 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

&Partners's THO Position: Q2 2026 in Review

&Partners increased its Thor Industries (THO) stake by 6.3% in Q2 2026, buying an estimated $224K and bringing the position to 48,996 shares worth $3.68M. The position accounts for 0.02% of the portfolio, ranked #720.

&Partners first reported a position in THO in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.08M in Q4 2025. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

&Partners held 48,996 shares of Thor Industries worth $3.68M as of Q2 2026.
&Partners bought 2,904 Thor Industries shares in Q2 2026, an estimated $224K.
Thor Industries made up 0.02% of &Partners's portfolio in Q2 2026, its #720 holding.
&Partners first reported a position in Thor Industries in Q2 2024 and has held it in 9 quarters since.
&Partners's Thor Industries position peaked at $4.08M in Q4 2025.
407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.