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Thomist Capital Management’s Thor Industries THO Stock Holding History

Thomist Capital 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 		– Sell
-18,360
Closed -$1.91M – 98
2025
Q4 		$1.91M Buy
18,360
+9,540
+108% +$991K 0.41% 42
2025
Q3 		$924K Buy
8,820
+3,420
+63% +$344K 0.18% 60
2025
Q2 		$484K Buy
+5,400
New +$427K 0.18% 39

Other funds holding THO

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $21.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Thomist Capital Management's THO Position: Q1 2026 in Review

Thomist Capital Management sold out of Thor Industries (THO) in Q1 2026, closing a stake of 18,360 shares — an estimated $1.91M sold.

Thomist Capital Management first reported a position in THO in Q2 2025 and held it in 3 quarters. The position peaked at $1.91M in Q4 2025. 417 funds tracked by Wall St. Rank hold THO as of Q1 2026.

  • Thomist Capital Management reported no remaining Thor Industries position as of Q1 2026 after selling out during the quarter.
  • Thomist Capital Management sold 18,360 Thor Industries shares in Q1 2026, an estimated $1.91M.
  • Thomist Capital Management first reported a position in Thor Industries in Q2 2025 and held it in 3 quarters.
  • Thomist Capital Management's Thor Industries position peaked at $1.91M in Q4 2025.
  • 417 funds tracked by Wall St. Rank held Thor Industries as of Q1 2026.

Based on Thomist Capital Management's 13F filing for Q1 2026, filed 15 May 2026.