Royal London Asset Management
THO icon

Royal London Asset Management’s Thor Industries THO Stock Holding History

Royal London Asset Management’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
Q1 		$19.1M Sell
239,394
-25,203
-10% -$2.57M 0.04% 330
2025
Q4 		$27.2M Sell
264,597
-4,582
-2% -$476K 0.06% 265
2025
Q3 		$27.9M Sell
269,179
-464,719
-63% -$46.8M 0.06% 261
2025
Q2 		$64.8M Sell
733,898
-625,503
-46% -$49.4M 0.15% 133
2025
Q1 		$103M Sell
1,359,401
-552,665
-29% -$52M 0.24% 81
2024
Q4 		$183M Sell
1,912,066
-263,192
-12% -$28.1M 0.45% 41
2024
Q3 		$239M Sell
2,175,258
-386,843
-15% -$39.3M 0.59% 32
2024
Q2 		$239M Sell
2,562,101
-422,298
-14% -$42.2M 0.61% 29
2024
Q1 		$350M Sell
2,984,399
-46,552
-2% -$5.33M 0.87% 20
2023
Q4 		$358M Sell
3,030,951
-148,295
-5% -$14.8M 1.02% 16
2023
Q3 		$302M Sell
3,179,246
-71,830
-2% -$7.5M 0.98% 21
2023
Q2 		$337M Buy
3,251,076
+600,585
+23% +$50.7M 1.09% 16
2023
Q1 		$211M Sell
2,650,491
-1,128
-0% -$99.5K 0.85% 22
2022
Q4 		$200M Buy
2,651,619
+720,584
+37% +$57.9M 0.9% 24
2022
Q3 		$135M Buy
1,931,035
+440,696
+30% +$36M 0.68% 31
2022
Q2 		$112M Buy
1,490,339
+897,730
+151% +$69.6M 0.51% 43
2022
Q1 		$46.6M Buy
+592,609
New +$54.5M 0.18% 109

Other funds holding THO

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal London Asset Management's THO Position: Q1 2026 in Review

Royal London Asset Management reduced its Thor Industries (THO) stake by 9.5% in Q1 2026, selling an estimated $2.57M and leaving 239,394 shares worth $19.1M. The position accounts for 0.04% of the portfolio, ranked #330.

Royal London Asset Management first reported a position in THO in Q1 2022 and has held it in 17 quarters since. The position peaked at $358M in Q4 2023. 416 funds tracked by Wall St. Rank hold THO as of Q1 2026.

  • Royal London Asset Management held 239,394 shares of Thor Industries worth $19.1M as of Q1 2026.
  • Royal London Asset Management sold 25,203 Thor Industries shares in Q1 2026, an estimated $2.57M.
  • Thor Industries made up 0.04% of Royal London Asset Management's portfolio in Q1 2026, its #330 holding.
  • Royal London Asset Management first reported a position in Thor Industries in Q1 2022 and has held it in 17 quarters since.
  • Royal London Asset Management's Thor Industries position peaked at $358M in Q4 2023.
  • 416 funds tracked by Wall St. Rank held Thor Industries as of Q1 2026.

Based on Royal London Asset Management's 13F filing for Q1 2026, filed 1 May 2026.