Portman Square Capital’s Thor Industries THO Stock Holding History

Portman Square 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 Q1	–	Sell	-9,452	Closed	-$905K	–	355
2024 Q4	$905K	Buy	9,452 +4,243	+81%	+$453K	0.03%	222
2024 Q3	$572K	Sell	5,209 -7,072	-58%	-$719K	0.02%	281
2024 Q2	$1.15M	Buy	12,281 +9,336	+317%	+$933K	0.04%	273
2024 Q1	$346K	Buy	2,945 +608	+26%	+$69.7K	0.01%	276
2023 Q4	$276K	Buy	+2,337	New	+$234K	0.01%	415

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 $34B AUM 6.31% 1-Year Est. Return

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 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Portman Square Capital's THO Position: Q1 2025 in Review

Portman Square Capital sold out of Thor Industries (THO) in Q1 2025, closing a stake of 9,452 shares — an estimated $905K sold.

Portman Square Capital first reported a position in THO in Q4 2023 and held it in 5 quarters. The position peaked at $1.15M in Q2 2024. 403 funds tracked by Wall St. Rank hold THO as of Q1 2025.

Portman Square Capital reported no remaining Thor Industries position as of Q1 2025 after selling out during the quarter.
Portman Square Capital sold 9,452 Thor Industries shares in Q1 2025, an estimated $905K.
Portman Square Capital first reported a position in Thor Industries in Q4 2023 and held it in 5 quarters.
Portman Square Capital's Thor Industries position peaked at $1.15M in Q2 2024.
403 funds tracked by Wall St. Rank held Thor Industries as of Q1 2025.

Based on Portman Square Capital's 13F filing for Q1 2025, filed 2 May 2025.