Schwartz Investment Counsel’s Thor Industries THO Stock Holding History

Schwartz Investment Counsel’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
2024 Q2	–	Sell	-55,100	Closed	-$6.47M	–	141
2024 Q1	$6.47M	Sell	55,100 -100,000	-64%	-$11.5M	0.24%	78
2023 Q4	$18.3M	Hold	155,100	–	–	0.72%	44
2023 Q3	$14.8M	Sell	155,100 -600	-0.4%	-$62.7K	0.63%	47
2023 Q2	$16.1M	Buy	155,700 +200	+0.1%	+$16.9K	0.68%	48
2023 Q1	$12.4M	Hold	155,500	–	–	0.54%	52
2022 Q4	$11.7M	Buy	155,500 +700	+0.5%	+$56.3K	0.53%	51
2022 Q3	$10.8M	Buy	154,800 +1,300	+0.8%	+$106K	0.56%	51
2022 Q2	$11.5M	Buy	153,500 +52,300	+52%	+$4.06M	0.56%	51
2022 Q1	$7.96M	Buy	+101,200	New	+$9.31M	0.33%	60
2014 Q2	–	Sell	-3,600	Closed	-$220K	–	182
2014 Q1	$220K	Sell	3,600 -300	-8%	-$16.7K	0.02%	178
2013 Q4	$215K	Sell	3,900 -1,600	-29%	-$88.3K	0.02%	199
2013 Q3	$319K	Sell	5,500 -50,550	-90%	-$2.68M	0.03%	192
2013 Q2	$2.76M	Buy	+56,050	New	+$2.3M	0.27%	98

Other funds holding THO

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

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

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

Schwartz Investment Counsel's THO Position: Q2 2024 in Review

Schwartz Investment Counsel sold out of Thor Industries (THO) in Q2 2024, closing a stake of 55,100 shares — an estimated $6.47M sold.

Schwartz Investment Counsel first reported a position in THO in Q2 2013 and held it in 13 quarters. The position peaked at $18.3M in Q4 2023. 407 funds tracked by Wall St. Rank hold THO as of Q2 2024.

Schwartz Investment Counsel reported no remaining Thor Industries position as of Q2 2024 after selling out during the quarter.
Schwartz Investment Counsel sold 55,100 Thor Industries shares in Q2 2024, an estimated $6.47M.
Schwartz Investment Counsel first reported a position in Thor Industries in Q2 2013 and held it in 13 quarters.
Schwartz Investment Counsel's Thor Industries position peaked at $18.3M in Q4 2023.
407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2024.

Based on Schwartz Investment Counsel's 13F filing for Q2 2024, filed 24 Jul 2024.