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Telemark Asset Management’s Thor Industries THO Stock Holding History

Telemark 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
2020
Q3 		– Sell
-60,000
Closed -$6.39M – 64
2020
Q2 		$6.39M Buy
+60,000
New +$4.69M 1.01% 35
2014
Q3 		– Sell
-100,000
Closed -$5.69M – 48
2014
Q2 		$5.69M Buy
+100,000
New +$5.99M 1.55% 27

Other funds holding THO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Telemark Asset Management's THO Position: Q3 2020 in Review

Telemark Asset Management sold out of Thor Industries (THO) in Q3 2020, closing a stake of 60,000 shares — an estimated $6.39M sold.

Telemark Asset Management first reported a position in THO in Q2 2014 and held it in 2 quarters. The position peaked at $6.39M in Q2 2020. 394 funds tracked by Wall St. Rank hold THO as of Q3 2020.

  • Telemark Asset Management reported no remaining Thor Industries position as of Q3 2020 after selling out during the quarter.
  • Telemark Asset Management sold 60,000 Thor Industries shares in Q3 2020, an estimated $6.39M.
  • Telemark Asset Management first reported a position in Thor Industries in Q2 2014 and held it in 2 quarters.
  • Telemark Asset Management's Thor Industries position peaked at $6.39M in Q2 2020.
  • 394 funds tracked by Wall St. Rank held Thor Industries as of Q3 2020.

Based on Telemark Asset Management's 13F filing for Q3 2020, filed 12 Nov 2020.