Rheos Capital Works’s Thor Industries THO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow 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% +$6.23M 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% -$1.28M 0.14% 129
2021
Q4
$5.6M Buy
+54,000
New +$5.6M 0.24% 115