Seven Eight Capital’s Thor Industries THO Stock Holding History

Seven Eight Capital’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 Q4	–	Sell	-6,100	Closed	-$749K	–	670
2021 Q3	$749K	Buy	+6,100	New	+$696K	0.07%	356
2020 Q4	–	Sell	-9,400	Closed	-$895K	–	626
2020 Q3	$895K	Buy	9,400 +2,500	+36%	+$259K	0.19%	198
2020 Q2	$735K	Sell	6,900 -3,000	-30%	-$235K	0.54%	36
2020 Q1	$414K	Buy	+9,900	New	+$687K	0.11%	251
2019 Q4	–	Sell	-24,989	Closed	-$1.42M	–	770
2019 Q3	$1.42M	Buy	+24,989	New	+$1.31M	0.07%	365
2018 Q3	–	Sell	-32,682	Closed	-$3.18M	–	703
2018 Q2	$3.18M	Buy	+32,682	New	+$3.33M	0.22%	140
2018 Q1	–	Sell	-42,800	Closed	-$6.45M	–	531
2017 Q4	$6.45M	Buy	42,800 +30,000	+234%	+$4.17M	0.66%	34
2017 Q3	$1.61M	Sell	12,800 -27,500	-68%	-$2.97M	0.2%	168
2017 Q2	$4.21M	Buy	40,300 +28,300	+236%	+$2.74M	0.6%	44
2017 Q1	$1.15M	Buy	+12,000	New	+$1.25M	0.22%	156
2016 Q4	–	Sell	-3,000	Closed	-$254K	–	644
2016 Q3	$254K	Sell	3,000 -1,100	-27%	-$85.5K	0.07%	292
2016 Q2	$265K	Buy	4,100 +3,500	+583%	+$224K	0.09%	284
2016 Q1	$38K	Buy	+600	New	+$32.9K	0.02%	452

Other funds holding THO

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

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

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TAM

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Seven Eight Capital's THO Position: Q4 2021 in Review

Seven Eight Capital sold out of Thor Industries (THO) in Q4 2021, closing a stake of 6,100 shares — an estimated $749K sold.

Seven Eight Capital first reported a position in THO in Q1 2016 and held it in 13 quarters. The position peaked at $6.45M in Q4 2017. 435 funds tracked by Wall St. Rank hold THO as of Q4 2021.

Seven Eight Capital reported no remaining Thor Industries position as of Q4 2021 after selling out during the quarter.
Seven Eight Capital sold 6,100 Thor Industries shares in Q4 2021, an estimated $749K.
Seven Eight Capital first reported a position in Thor Industries in Q1 2016 and held it in 13 quarters.
Seven Eight Capital's Thor Industries position peaked at $6.45M in Q4 2017.
435 funds tracked by Wall St. Rank held Thor Industries as of Q4 2021.

Based on Seven Eight Capital's 13F filing for Q4 2021, filed 14 Feb 2022.