Scopus Asset Management’s Thor Industries THO Stock Holding History

Scopus 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
2021 Q3	–	Sell	-200,000	Closed	-$22.6M	–	451
2021 Q2	$22.6M	Sell	200,000 -175,000	-47%	-$22.2M	0.29%	104
2021 Q1	$50.5M	Buy	+375,000	New	+$45.5M	0.64%	55
2020 Q4	–	Sell	-625,000	Closed	-$58.6M	–	376
2020 Q3	$59.5M	Buy	625,000 +162,500	+35%	+$16.8M	1.16%	20
2020 Q2	$49.3M	Buy	+462,500	New	+$36.2M	1.39%	12
2018 Q2	–	Sell	-625,000	Closed	-$72M	–	375
2018 Q1	$72M	Buy	625,000 +455,000	+268%	+$60.8M	0.67%	34
2017 Q4	$25.6M	Sell	170,000 -638,685	-79%	-$88.8M	0.24%	132
2017 Q3	$102M	Sell	808,685 -166,315	-17%	-$17.9M	1.05%	26
2017 Q2	$102M	Buy	975,000 +360,000	+59%	+$34.9M	1.1%	24
2017 Q1	$59.1M	Buy	+615,000	New	+$63.8M	0.9%	34

Other funds holding THO

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Scopus Asset Management's THO Position: Q3 2021 in Review

Scopus Asset Management sold out of Thor Industries (THO) in Q3 2021, closing a stake of 200,000 shares — an estimated $22.6M sold.

Scopus Asset Management first reported a position in THO in Q1 2017 and held it in 9 quarters. The position peaked at $102M in Q2 2017. 428 funds tracked by Wall St. Rank hold THO as of Q3 2021.

Scopus Asset Management reported no remaining Thor Industries position as of Q3 2021 after selling out during the quarter.
Scopus Asset Management sold 200,000 Thor Industries shares in Q3 2021, an estimated $22.6M.
Scopus Asset Management first reported a position in Thor Industries in Q1 2017 and held it in 9 quarters.
Scopus Asset Management's Thor Industries position peaked at $102M in Q2 2017.
428 funds tracked by Wall St. Rank held Thor Industries as of Q3 2021.

Based on Scopus Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.