Southpoint Capital Advisors’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 | $88.8M | Sell |
1,000,000
-250,000
| -20% | -$22.2M | 2.24% | 21 |
|
|
2025
Q1 | $94.8M | Buy |
1,250,000
+643,851
| +106% | +$48.8M | 2.26% | 22 |
|
|
2024
Q4 | $58M | Buy |
606,149
+256,149
| +73% | +$24.5M | 1.36% | 30 |
|
|
2024
Q3 | $38.5M | Sell |
350,000
-150,000
| -30% | -$16.5M | 0.91% | 35 |
|
|
2024
Q2 | $46.7M | Sell |
500,000
-176,188
| -26% | -$16.5M | 1.16% | 32 |
|
|
2024
Q1 | $79.3M | Buy |
676,188
+321,153
| +90% | +$37.7M | 1.57% | 26 |
|
|
2023
Q4 | $42M | Buy |
+355,035
| New | +$42M | 0.9% | 34 |
|
|
2019
Q1 | – | Sell |
-267,281
| Closed | -$13.9M | – | 32 |
|
|
2018
Q4 | $13.9M | Buy |
+267,281
| New | +$13.9M | 0.67% | 26 |
|