SFE Investment Counsel’s Thor Industries THO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$755K Sell
8,502
-7,743
-48% -$688K 0.13% 91
2025
Q1
$1.23M Sell
16,245
-2,095
-11% -$159K 0.25% 82
2024
Q4
$1.76M Sell
18,340
-388
-2% -$37.1K 0.37% 69
2024
Q3
$2.06M Sell
18,728
-1,027
-5% -$113K 0.43% 67
2024
Q2
$1.85M Sell
19,755
-550
-3% -$51.4K 0.41% 67
2024
Q1
$2.38M Sell
20,305
-6,860
-25% -$805K 0.54% 61
2023
Q4
$3.21M Sell
27,165
-562
-2% -$66.5K 0.84% 43
2023
Q3
$2.64M Sell
27,727
-6,742
-20% -$641K 0.77% 48
2023
Q2
$3.57M Sell
34,469
-3,428
-9% -$355K 1.01% 38
2023
Q1
$3.04M Sell
37,897
-11,754
-24% -$941K 0.94% 38
2022
Q4
$4.28M Sell
49,651
-17,931
-27% -$1.54M 1.33% 27
2022
Q3
$4.73M Sell
67,582
-4,717
-7% -$330K 1.49% 21
2022
Q2
$5.4M Sell
72,299
-1,425
-2% -$106K 1.61% 20
2022
Q1
$5.8M Buy
73,724
+10,600
+17% +$834K 1.47% 21
2021
Q4
$6.55M Buy
63,124
+10,033
+19% +$1.04M 1.68% 16
2021
Q3
$6.52M Buy
53,091
+635
+1% +$77.9K 1.83% 20
2021
Q2
$5.93M Buy
52,456
+570
+1% +$64.4K 1.63% 21
2021
Q1
$6.99M Sell
51,886
-5,143
-9% -$693K 2.03% 13
2020
Q4
$5.3M Buy
57,029
+9,058
+19% +$842K 1.68% 20
2020
Q3
$4.57M Sell
47,971
-6,272
-12% -$598K 1.82% 20
2020
Q2
$5.78M Sell
54,243
-20,069
-27% -$2.14M 2.56% 8
2020
Q1
$3.13M Sell
74,312
-6,348
-8% -$268K 1.72% 21
2019
Q4
$5.99M Sell
80,660
-3,239
-4% -$241K 2.45% 10
2019
Q3
$4.75M Buy
83,899
+7,297
+10% +$413K 2.01% 18
2019
Q2
$4.48M Buy
76,602
+17,698
+30% +$1.03M 1.92% 18
2019
Q1
$3.67M Buy
58,904
+8,512
+17% +$531K 1.66% 22
2018
Q4
$2.62M Sell
50,392
-21,979
-30% -$1.14M 1.34% 25
2018
Q3
$6.06M Buy
72,371
+6,404
+10% +$536K 2.33% 12
2018
Q2
$6.43M Buy
65,967
+10,706
+19% +$1.04M 2.66% 10
2018
Q1
$6.36M Sell
55,261
-388
-0.7% -$44.7K 3.3% 7
2017
Q4
$8.39M Sell
55,649
-6,044
-10% -$911K 3.39% 2
2017
Q3
$7.77M Sell
61,693
-5,700
-8% -$718K 3.27% 2
2017
Q2
$7.04M Sell
67,393
-2,603
-4% -$272K 2.86% 6
2017
Q1
$6.73M Sell
69,996
-4,220
-6% -$406K 2.47% 11
2016
Q4
$7.53M Sell
74,216
-19,759
-21% -$2M 2.9% 4
2016
Q3
$6.08M Hold
93,975
2.92% 10
2016
Q2
$6.08M Sell
93,975
-11,936
-11% -$773K 2.83% 11
2016
Q1
$6.75M Buy
105,911
+8,110
+8% +$517K 3.12% 9
2015
Q4
$5.49M Buy
97,801
+10,571
+12% +$594K 2.61% 12
2015
Q3
$4.52M Sell
87,230
-1,760
-2% -$91.2K 2.16% 17
2015
Q2
$5.01M Buy
88,990
+10,130
+13% +$570K 2.04% 18
2015
Q1
$4.99M Buy
78,860
+5,725
+8% +$362K 2.02% 22
2014
Q4
$4.09M Buy
73,135
+30,925
+73% +$1.73M 1.69% 23
2014
Q3
$2.17M Buy
42,210
+15,390
+57% +$793K 0.94% 39
2014
Q2
$1.53M Buy
26,820
+14,440
+117% +$821K 0.62% 47
2014
Q1
$756K Buy
+12,380
New +$756K 0.33% 57