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Rheos Capital Works’s Thor Industries THO Stock Holding History

Rheos Capital Works’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
Q2 		– Sell
-120,200
Closed -$9.57M – 112
2023
Q1 		$9.57M Hold
120,200
– – 0.53% 68
2022
Q4 		$9.07M Buy
120,200
+82,500
+219% +$6.63M 0.55% 66
2022
Q3 		$2.64M Hold
37,700
– – 0.18% 128
2022
Q2 		$2.82M Hold
37,700
– – 0.21% 119
2022
Q1 		$2.97M Sell
37,700
-16,300
-30% -$1.5M 0.14% 129
2021
Q4 		$5.6M Buy
+54,000
New +$5.86M 0.24% 115

Other funds holding THO

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Rheos Capital Works's THO Position: Q2 2023 in Review

Rheos Capital Works sold out of Thor Industries (THO) in Q2 2023, closing a stake of 120,200 shares — an estimated $9.57M sold.

Rheos Capital Works first reported a position in THO in Q4 2021 and held it in 6 quarters. The position peaked at $9.57M in Q1 2023. 401 funds tracked by Wall St. Rank hold THO as of Q2 2023.

  • Rheos Capital Works reported no remaining Thor Industries position as of Q2 2023 after selling out during the quarter.
  • Rheos Capital Works sold 120,200 Thor Industries shares in Q2 2023, an estimated $9.57M.
  • Rheos Capital Works first reported a position in Thor Industries in Q4 2021 and held it in 6 quarters.
  • Rheos Capital Works's Thor Industries position peaked at $9.57M in Q1 2023.
  • 401 funds tracked by Wall St. Rank held Thor Industries as of Q2 2023.

Based on Rheos Capital Works's 13F filing for Q2 2023, filed 2 Aug 2023.