Southpoint Capital Advisors’s Thor Industries THO Stock Holding History

Southpoint Capital Advisors’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
2025 Q3	–	Sell	-1,000,000	Closed	-$88.8M	–	47
2025 Q2	$88.8M	Sell	1,000,000 -250,000	-20%	-$19.7M	2.24%	21
2025 Q1	$94.8M	Buy	1,250,000 +643,851	+106%	+$60.6M	2.26%	22
2024 Q4	$58M	Buy	606,149 +256,149	+73%	+$27.3M	1.36%	30
2024 Q3	$38.5M	Sell	350,000 -150,000	-30%	-$15.2M	0.91%	35
2024 Q2	$46.7M	Sell	500,000 -176,188	-26%	-$17.6M	1.16%	32
2024 Q1	$79.3M	Buy	676,188 +321,153	+90%	+$36.8M	1.57%	26
2023 Q4	$42M	Buy	+355,035	New	+$35.5M	0.9%	34
2019 Q1	–	Sell	-267,281	Closed	-$13.9M	–	33
2018 Q4	$13.9M	Buy	+267,281	New	+$18.1M	0.67%	26

Other funds holding THO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Southpoint Capital Advisors's THO Position: Q3 2025 in Review

Southpoint Capital Advisors sold out of Thor Industries (THO) in Q3 2025, closing a stake of 1,000,000 shares — an estimated $88.8M sold.

Southpoint Capital Advisors first reported a position in THO in Q4 2018 and held it in 8 quarters. The position peaked at $94.8M in Q1 2025. 416 funds tracked by Wall St. Rank hold THO as of Q3 2025.

Southpoint Capital Advisors reported no remaining Thor Industries position as of Q3 2025 after selling out during the quarter.
Southpoint Capital Advisors sold 1,000,000 Thor Industries shares in Q3 2025, an estimated $88.8M.
Southpoint Capital Advisors first reported a position in Thor Industries in Q4 2018 and held it in 8 quarters.
Southpoint Capital Advisors's Thor Industries position peaked at $94.8M in Q1 2025.
416 funds tracked by Wall St. Rank held Thor Industries as of Q3 2025.

Based on Southpoint Capital Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.