Shayne & Jacobs LLC’s Thor Industries THO Stock Holding History

Shayne & Jacobs LLC’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	$2.67M	Buy	35,491 +13,740	+63%	+$1.06M	0.79%	25
2026 Q1	$1.74M	Hold	21,751	–	–	0.54%	36
2025 Q4	$2.23M	Sell	21,751 -100	-0.5%	-$10.4K	0.68%	29
2025 Q3	$2.27M	Buy	21,851 +500	+2%	+$50.4K	0.7%	29
2025 Q2	$1.9M	Hold	21,351	–	–	0.63%	30
2025 Q1	$1.62M	Sell	21,351 -110	-0.5%	-$10.3K	0.4%	35
2024 Q4	$2.05M	Sell	21,461 -640	-3%	-$68.3K	0.54%	27
2024 Q3	$2.43M	Buy	22,101 +380	+2%	+$38.6K	0.61%	22
2024 Q2	$2.03M	Buy	21,721 +520	+2%	+$52K	0.56%	25
2024 Q1	$2.49M	Sell	21,201 -580	-3%	-$66.5K	0.68%	21
2023 Q4	$2.58M	Hold	21,781	–	–	0.8%	18
2023 Q3	$2.07M	Buy	+21,781	New	+$2.28M	0.69%	20

Other funds holding THO

AACR

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

QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

TIM

Triad Investment Management Newport Beach, California $90.7M AUM

SWM

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Shayne & Jacobs LLC's THO Position: Q2 2026 in Review

Shayne & Jacobs LLC increased its Thor Industries (THO) stake by 63% in Q2 2026, buying an estimated $1.06M and bringing the position to 35,491 shares worth $2.67M. The position accounts for 0.79% of the portfolio, ranked #25.

Shayne & Jacobs LLC first reported a position in THO in Q3 2023 and has held it in 12 quarters since. 129 funds tracked by Wall St. Rank hold THO as of Q2 2026.

Shayne & Jacobs LLC held 35,491 shares of Thor Industries worth $2.67M as of Q2 2026.
Shayne & Jacobs LLC bought 13,740 Thor Industries shares in Q2 2026, an estimated $1.06M.
Thor Industries made up 0.79% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #25 holding.
Shayne & Jacobs LLC first reported a position in Thor Industries in Q3 2023 and has held it in 12 quarters since.
129 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.