Reinhart Partners’s Thor Industries THO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-382,754
| Closed | -$29M | – | 82 |
|
|
2025
Q1 | $29M | Buy |
382,754
+22,612
| +6% | +$2.13M | 1.06% | 33 |
|
|
2024
Q4 | $34.5M | Buy |
360,142
+40,868
| +13% | +$4.36M | 1.33% | 30 |
|
|
2024
Q3 | $35.1M | Buy |
319,274
+32,165
| +11% | +$3.27M | 1.33% | 30 |
|
|
2024
Q2 | $26.8M | Sell |
287,109
-419
| -0.1% | -$41.9K | 1.11% | 35 |
|
|
2024
Q1 | $33.7M | Sell |
287,528
-8,517
| -3% | -$976K | 1.37% | 30 |
|
|
2023
Q4 | $35M | Buy |
296,045
+13,849
| +5% | +$1.38M | 1.54% | 28 |
|
|
2023
Q3 | $26.8M | Sell |
282,196
-1,336
| -0.5% | -$140K | 1.39% | 30 |
|
|
2023
Q2 | $29.3M | Buy |
283,532
+3,450
| +1% | +$291K | 1.49% | 26 |
|
|
2023
Q1 | $22.3M | Sell |
280,082
-9,764
| -3% | -$861K | 1.21% | 30 |
|
|
2022
Q4 | $21.9M | Sell |
289,846
-10,736
| -4% | -$863K | 1.19% | 28 |
|
|
2022
Q3 | $21M | Sell |
300,582
-1,292
| -0.4% | -$106K | 1.3% | 28 |
|
|
2022
Q2 | $22.6M | Buy |
301,874
+2,566
| +0.9% | +$199K | 1.24% | 32 |
|
|
2022
Q1 | $23.6M | Buy |
299,308
+14,320
| +5% | +$1.32M | 1.14% | 31 |
|
|
2021
Q4 | $29.6M | Sell |
284,988
-92,778
| -25% | -$10.1M | 1.42% | 23 |
|
|
2021
Q3 | $34.1M | Buy |
377,766
+99,747
| +36% | +$11.4M | 1.73% | 17 |
|
|
2021
Q2 | $31.4M | Buy |
278,019
+34,981
| +14% | +$4.45M | 1.56% | 20 |
|
|
2021
Q1 | $32.7M | Sell |
243,038
-4,073
| -2% | -$494K | 1.7% | 20 |
|
|
2020
Q4 | $23M | Buy |
247,111
+19,719
| +9% | +$1.85M | 1.4% | 26 |
|
|
2020
Q3 | $21.7M | Buy |
227,392
+15,718
| +7% | +$1.63M | 1.63% | 16 |
|
|
2020
Q2 | $22.6M | Sell |
211,674
-3,666
| -2% | -$287K | 1.71% | 13 |
|
|
2020
Q1 | $9.08M | Sell |
215,340
-173,228
| -45% | -$12M | 0.88% | 60 |
|
|
2019
Q4 | $28.9M | Sell |
388,568
-37,932
| -9% | -$2.45M | 2.12% | 9 |
|
|
2019
Q3 | $24.2M | Sell |
426,500
-4,383
| -1% | -$230K | 2.25% | 17 |
|
|
2019
Q2 | $25.2M | Buy |
430,883
+23,686
| +6% | +$1.44M | 2.22% | 17 |
|
|
2019
Q1 | $25.4M | Buy |
407,197
+30,687
| +8% | +$1.94M | 2.37% | 17 |
|
|
2018
Q4 | $19.6M | Buy |
376,510
+344,720
| +1,084% | +$23.3M | 2.09% | 20 |
|
|
2018
Q3 | $2.66M | Buy |
+31,790
| New | +$3.04M | 0.24% | 61 |
|
|
2017
Q1 | – | Sell |
-11,400
| Closed | -$1.14M | – | 114 |
|
|
2016
Q4 | $1.14M | Sell |
11,400
-30
| -0.3% | -$2.71K | 0.1% | 75 |
|
|
2016
Q3 | $968K | Sell |
11,430
-17,530
| -61% | -$1.36M | 0.1% | 74 |
|
|
2016
Q2 | $1.88M | Sell |
28,960
-2,940
| -9% | -$188K | 0.19% | 60 |
|
|
2016
Q1 | $2.03M | Sell |
31,900
-1,930
| -6% | -$106K | 0.21% | 60 |
|
|
2015
Q4 | $1.9M | Buy |
+33,830
| New | +$1.88M | 0.2% | 62 |
|
Other funds holding THO
AACR
TAM
Reinhart Partners's THO Position: Q2 2025 in Review
Reinhart Partners sold out of Thor Industries (THO) in Q2 2025, closing a stake of 382,754 shares — an estimated $29M sold.
Reinhart Partners first reported a position in THO in Q4 2015 and held it in 32 quarters. The position peaked at $35.1M in Q3 2024. 402 funds tracked by Wall St. Rank hold THO as of Q2 2025.
- Reinhart Partners reported no remaining Thor Industries position as of Q2 2025 after selling out during the quarter.
- Reinhart Partners sold 382,754 Thor Industries shares in Q2 2025, an estimated $29M.
- Reinhart Partners first reported a position in Thor Industries in Q4 2015 and held it in 32 quarters.
- Reinhart Partners's Thor Industries position peaked at $35.1M in Q3 2024.
- 402 funds tracked by Wall St. Rank held Thor Industries as of Q2 2025.
Based on Reinhart Partners's 13F filing for Q2 2025, filed 9 Jul 2025.