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Southernsun Asset Management’s Thor Industries THO Stock Holding History

Southernsun Asset 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
Q1 		$10.5M Sell
131,107
-11,367
-8% -$1.16M 1.52% 23
2025
Q4 		$14.6M Sell
142,474
-8,546
-6% -$888K 2.04% 22
2025
Q3 		$15.7M Sell
151,020
-3,266
-2% -$329K 2.03% 22
2025
Q2 		$13.7M Sell
154,286
-7,929
-5% -$626K 1.92% 23
2025
Q1 		$12.3M Sell
162,215
-10,150
-6% -$955K 1.78% 21
2024
Q4 		$16.5M Buy
172,365
+6,412
+4% +$684K 2.06% 19
2024
Q3 		$18.2M Sell
165,953
-92,278
-36% -$9.38M 2.16% 20
2024
Q2 		$24.1M Buy
258,231
+15,495
+6% +$1.55M 2.91% 19
2024
Q1 		$28.5M Sell
242,736
-29,338
-11% -$3.36M 3.17% 19
2023
Q4 		$32.2M Sell
272,074
-43,728
-14% -$4.37M 3.71% 16
2023
Q3 		$30M Sell
315,802
-33,533
-10% -$3.5M 3.52% 17
2023
Q2 		$36.2M Sell
349,335
-39,190
-10% -$3.31M 3.81% 15
2023
Q1 		$30.9M Sell
388,525
-39,975
-9% -$3.53M 3.53% 17
2022
Q4 		$32.3M Sell
428,500
-38,583
-8% -$3.1M 3.69% 17
2022
Q3 		$32.7M Sell
467,083
-10,517
-2% -$859K 4.04% 15
2022
Q2 		$35.7M Sell
477,600
-587
-0.1% -$45.5K 4.42% 14
2022
Q1 		$37.6M Sell
478,187
-49,724
-9% -$4.57M 4.06% 12
2021
Q4 		$54.8M Buy
527,911
+22,779
+5% +$2.47M 5.48% 2
2021
Q3 		$62M Buy
505,132
+45,384
+10% +$5.18M 6.55% 2
2021
Q2 		$52M Buy
459,748
+34,561
+8% +$4.39M 5.69% 4
2021
Q1 		$57.3M Buy
425,187
+1,101
+0.3% +$134K 5.94% 5
2020
Q4 		$39.4M Buy
424,086
+133,328
+46% +$12.5M 4.52% 9
2020
Q3 		$27.7M Sell
290,758
-29,656
-9% -$3.07M 3.63% 10
2020
Q2 		$34.1M Sell
320,414
-305,415
-49% -$23.9M 4.61% 7
2020
Q1 		$26.4M Sell
625,829
-24,013
-4% -$1.67M 3.91% 10
2019
Q4 		$48.3M Sell
649,842
-295,186
-31% -$19M 4.4% 9
2019
Q3 		$53.5M Buy
945,028
+27,996
+3% +$1.47M 4.44% 8
2019
Q2 		$53.6M Sell
917,032
-45,235
-5% -$2.74M 4.13% 8
2019
Q1 		$60M Sell
962,267
-155,991
-14% -$9.88M 4.3% 9
2018
Q4 		$58.1M Buy
1,118,258
+192,960
+21% +$13.1M 4.26% 7
2018
Q3 		$77.4M Sell
925,298
-264,808
-22% -$25.3M 3.54% 11
2018
Q2 		$116M Buy
1,190,106
+72,855
+7% +$7.43M 3.78% 12
2018
Q1 		$129M Sell
1,117,251
-48,623
-4% -$6.5M 3.62% 13
2017
Q4 		$176M Sell
1,165,874
-245,857
-17% -$34.2M 4.48% 8
2017
Q3 		$178M Sell
1,411,731
-281,186
-17% -$30.3M 4.37% 8
2017
Q2 		$177M Sell
1,692,917
-17,914
-1% -$1.74M 4.53% 9
2017
Q1 		$164M Sell
1,710,831
-349,909
-17% -$36.3M 4.2% 10
2016
Q4 		$206M Sell
2,060,740
-304,901
-13% -$27.5M 5.27% 3
2016
Q3 		$200M Sell
2,365,641
-284,813
-11% -$22.1M 5% 5
2016
Q2 		$172M Sell
2,650,454
-43,879
-2% -$2.81M 4.51% 10
2016
Q1 		$172M Sell
2,694,333
-359,557
-12% -$19.7M 4.34% 8
2015
Q4 		$171M Sell
3,053,890
-199,613
-6% -$11.1M 4.13% 8
2015
Q3 		$169M Sell
3,253,503
-501,625
-13% -$27.5M 3.71% 12
2015
Q2 		$211M Buy
3,755,128
+206,898
+6% +$12.5M 3.83% 6
2015
Q1 		$224M Sell
3,548,230
-70,600
-2% -$4.2M 4.2% 6
2014
Q4 		$202M Sell
3,618,830
-254,829
-7% -$13.7M 3.93% 6
2014
Q3 		$199M Buy
3,873,659
+370,027
+11% +$19.8M 3.91% 8
2014
Q2 		$199M Buy
3,503,632
+417,928
+14% +$25.1M 3.62% 9
2014
Q1 		$188M Sell
3,085,704
-353,697
-10% -$19.7M 3.77% 9
2013
Q4 		$190M Buy
3,439,401
+477,246
+16% +$26.3M 3.87% 7
2013
Q3 		$172M Buy
2,962,155
+136,061
+5% +$7.22M 4.24% 7
2013
Q2 		$139M Buy
+2,826,094
New +$116M 4.23% 8

Other funds holding THO

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Southernsun Asset Management's THO Position: Q1 2026 in Review

Southernsun Asset Management reduced its Thor Industries (THO) stake by 8% in Q1 2026, selling an estimated $1.16M and leaving 131,107 shares worth $10.5M. The position accounts for 1.52% of the portfolio, ranked #23.

Southernsun Asset Management first reported a position in THO in Q2 2013 and has held it in 52 quarters since. The position peaked at $224M in Q1 2015. 415 funds tracked by Wall St. Rank hold THO as of Q1 2026.

  • Southernsun Asset Management held 131,107 shares of Thor Industries worth $10.5M as of Q1 2026.
  • Southernsun Asset Management sold 11,367 Thor Industries shares in Q1 2026, an estimated $1.16M.
  • Thor Industries made up 1.52% of Southernsun Asset Management's portfolio in Q1 2026, its #23 holding.
  • Southernsun Asset Management first reported a position in Thor Industries in Q2 2013 and has held it in 52 quarters since.
  • Southernsun Asset Management's Thor Industries position peaked at $224M in Q1 2015.
  • 415 funds tracked by Wall St. Rank held Thor Industries as of Q1 2026.

Based on Southernsun Asset Management's 13F filing for Q1 2026, filed 13 May 2026.