Schwerin Boyle Capital Management’s Thor Industries THO Stock Holding History

Schwerin Boyle Capital 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
2020 Q2	–	Sell	-201,947	Closed	-$8.52M	–	48
2020 Q1	$8.52M	Hold	201,947	–	–	1.19%	26
2019 Q4	$15M	Buy	201,947 +27,797	+16%	+$1.79M	1.43%	23
2019 Q3	$9.86M	Hold	174,150	–	–	1.02%	31
2019 Q2	$10.2M	Hold	174,150	–	–	1.06%	31
2019 Q1	$10.9M	Buy	174,150 +31,000	+22%	+$1.96M	1.19%	30
2018 Q4	$7.44M	Buy	143,150 +65,000	+83%	+$4.4M	0.93%	36
2018 Q3	$6.54M	Hold	78,150	–	–	0.69%	41
2018 Q2	$7.61M	Hold	78,150	–	–	0.83%	34
2018 Q1	$9M	Sell	78,150 -3,850	-5%	-$514K	0.99%	31
2017 Q4	$12.4M	Hold	82,000	–	–	1.35%	25
2017 Q3	$10.3M	Hold	82,000	–	–	1.16%	29
2017 Q2	$8.57M	Hold	82,000	–	–	1.01%	31
2017 Q1	$7.88M	Hold	82,000	–	–	0.96%	35
2016 Q4	$8.2M	Hold	82,000	–	–	1.02%	33
2016 Q3	$6.95M	Sell	82,000 -60,000	-42%	-$4.66M	0.96%	33
2016 Q2	$9.19M	Hold	142,000	–	–	1.32%	27
2016 Q1	$9.05M	Hold	142,000	–	–	1.27%	27
2015 Q4	$7.97M	Hold	142,000	–	–	1.11%	33
2015 Q3	$7.36M	Hold	142,000	–	–	1.06%	33
2015 Q2	$7.99M	Hold	142,000	–	–	1.05%	31
2015 Q1	$8.98M	Hold	142,000	–	–	1.26%	26
2014 Q4	$7.93M	Buy	142,000 +40,800	+40%	+$2.2M	1.08%	29
2014 Q3	$5.21M	Hold	101,200	–	–	0.73%	38
2014 Q2	$5.75M	Hold	101,200	–	–	0.83%	34
2014 Q1	$6.18M	Hold	101,200	–	–	0.88%	33
2013 Q4	$5.59M	Hold	101,200	–	–	0.78%	34
2013 Q3	$5.87M	Sell	101,200 -36,530	-27%	-$1.94M	0.89%	30
2013 Q2	$6.77M	Buy	+137,730	New	+$5.65M	1.09%	24

Other funds holding THO

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

TAM

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

Schwerin Boyle Capital Management's THO Position: Q2 2020 in Review

Schwerin Boyle Capital Management sold out of Thor Industries (THO) in Q2 2020, closing a stake of 201,947 shares — an estimated $8.52M sold.

Schwerin Boyle Capital Management first reported a position in THO in Q2 2013 and held it in 28 quarters. The position peaked at $15M in Q4 2019. 381 funds tracked by Wall St. Rank hold THO as of Q2 2020.

Schwerin Boyle Capital Management reported no remaining Thor Industries position as of Q2 2020 after selling out during the quarter.
Schwerin Boyle Capital Management sold 201,947 Thor Industries shares in Q2 2020, an estimated $8.52M.
Schwerin Boyle Capital Management first reported a position in Thor Industries in Q2 2013 and held it in 28 quarters.
Schwerin Boyle Capital Management's Thor Industries position peaked at $15M in Q4 2019.
381 funds tracked by Wall St. Rank held Thor Industries as of Q2 2020.

Based on Schwerin Boyle Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.