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Shellback Capital’s Thor Industries THO Stock Holding History

Shellback 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
2024
Q4 		– Sell
-15,000
Closed -$1.65M – 146
2024
Q3 		$1.65M Sell
15,000
-5,000
-25% -$508K 0.13% 92
2024
Q2 		$1.87M Hold
20,000
– – 0.14% 105
2024
Q1 		$2.35M Buy
+20,000
New +$2.29M 0.16% 110
2023
Q4 		– Sell
-20,000
Closed -$1.9M – 118
2023
Q3 		$1.9M Hold
20,000
– – 0.18% 78
2023
Q2 		$2.07M Hold
20,000
– – 0.18% 76
2023
Q1 		$1.59M Hold
20,000
– – 0.18% 80
2022
Q4 		$1.51M Sell
20,000
-10,000
-33% -$804K 0.27% 66
2022
Q3 		$2.1M Buy
30,000
+5,000
+20% +$409K 0.3% 66
2022
Q2 		$1.87M Hold
25,000
– – 0.32% 55
2022
Q1 		$1.97M Sell
25,000
-100,000
-80% -$9.2M 0.26% 65
2021
Q4 		$13M Buy
125,000
+20,000
+19% +$2.17M 0.75% 48
2021
Q3 		$12.9M Sell
105,000
-35,000
-25% -$4M 0.75% 48
2021
Q2 		$15.8M Buy
140,000
+127,600
+1,029% +$16.2M 0.86% 43
2021
Q1 		$1.67M Sell
12,400
-107,600
-90% -$13M 0.1% 107
2020
Q4 		$11.2M Buy
+120,000
New +$11.2M 0.89% 46
2019
Q2 		– Sell
-44,200
Closed -$2.76M – 125
2019
Q1 		$2.76M Buy
+44,200
New +$2.8M 0.33% 79
2018
Q4 		– Sell
-80,971
Closed -$6.78M – 92
2018
Q3 		$6.78M Buy
80,971
+39,313
+94% +$3.76M 0.61% 49
2018
Q2 		$4.06M Sell
41,658
-179,858
-81% -$18.4M 0.3% 74
2018
Q1 		$25.5M Buy
221,516
+198,700
+871% +$26.5M 1.86% 16
2017
Q4 		$3.44M Buy
+22,816
New +$3.17M 0.26% 73
2017
Q2 		– Sell
-275,680
Closed -$26.5M – 100
2017
Q1 		$26.5M Buy
275,680
+220,819
+403% +$22.9M 2.38% 13
2016
Q4 		$5.49M Sell
54,861
-265,139
-83% -$23.9M 0.56% 54
2016
Q3 		$27.1M Buy
320,000
+245,000
+327% +$19M 2.29% 13
2016
Q2 		$4.86M Sell
75,000
-27,466
-27% -$1.76M 0.62% 45
2016
Q1 		$6.53M Sell
102,466
-290,000
-74% -$15.9M 0.7% 47
2015
Q4 		$22M Buy
+392,466
New +$21.8M 1.77% 24

Other funds holding THO

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Shellback Capital's THO Position: Q4 2024 in Review

Shellback Capital sold out of Thor Industries (THO) in Q4 2024, closing a stake of 15,000 shares — an estimated $1.65M sold.

Shellback Capital first reported a position in THO in Q4 2015 and held it in 26 quarters. The position peaked at $27.1M in Q3 2016. 421 funds tracked by Wall St. Rank hold THO as of Q4 2024.

  • Shellback Capital reported no remaining Thor Industries position as of Q4 2024 after selling out during the quarter.
  • Shellback Capital sold 15,000 Thor Industries shares in Q4 2024, an estimated $1.65M.
  • Shellback Capital first reported a position in Thor Industries in Q4 2015 and held it in 26 quarters.
  • Shellback Capital's Thor Industries position peaked at $27.1M in Q3 2016.
  • 421 funds tracked by Wall St. Rank held Thor Industries as of Q4 2024.

Based on Shellback Capital's 13F filing for Q4 2024, filed 14 Feb 2025.