SBCM

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

Quarter	Market Value	Status	Shares	Shares Change %	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%	+$2.07M	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%	+$1.93M	1.19%	30
2018 Q4	$7.44M	Buy	143,150 +65,000	+83%	+$3.38M	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%	-$443K	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%	-$5.08M	0.96%	33
2016 Q2	$9.19M	Hold	142,000	–	–	1.32%	27
2016 Q1	$9.06M	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%	+$2.28M	1.08%	29
2014 Q3	$5.21M	Hold	101,200	–	–	0.73%	38
2014 Q2	$5.76M	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%	-$2.12M	0.89%	30
2013 Q2	$6.77M	Buy	+137,730	New	+$6.77M	1.09%	24