Semanteon Capital Management’s Thor Industries THO Stock Holding History

Semanteon 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
2026 Q2	$224K	Buy	+2,980	New	+$229K	1.01%	66

Other funds holding THO

AACR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LCIP

Life Cycle Investment Partners London $21.4B AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Semanteon Capital Management's THO Position: Q2 2026 in Review

Semanteon Capital Management opened a new position in Thor Industries (THO) in Q2 2026: 2,980 shares worth $224K. The stake represents 1.01% of the portfolio and ranks #66 among its holdings.

407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

Semanteon Capital Management held 2,980 shares of Thor Industries worth $224K as of Q2 2026.
Thor Industries was a new Semanteon Capital Management position in Q2 2026.
Thor Industries made up 1.01% of Semanteon Capital Management's portfolio in Q2 2026, its #66 holding.
407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Semanteon Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.