Telemark Asset Management’s Thor Industries THO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-60,000	Closed	-$6.39M	–	64
2020 Q2	$6.39M	Buy	+60,000	New	+$6.39M	1.01%	35
2014 Q3	–	Sell	-100,000	Closed	-$5.69M	–	48
2014 Q2	$5.69M	Buy	+100,000	New	+$5.69M	1.55%	27