Timucuan Asset Management’s Thor Industries THO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $192M | Buy |
2,560,247
+8,773
| +0.3% | +$675K | 7.08% | 5 |
|
|
2026
Q1 | $204M | Sell |
2,551,474
-47,996
| -2% | -$4.89M | 7.5% | 5 |
|
|
2025
Q4 | $267M | Sell |
2,599,470
-58,966
| -2% | -$6.13M | 8.66% | 3 |
|
|
2025
Q3 | $276M | Sell |
2,658,436
-15,962
| -0.6% | -$1.61M | 8.08% | 2 |
|
|
2025
Q2 | $238M | Buy |
2,674,398
+225,997
| +9% | +$17.9M | 6.95% | 6 |
|
|
2025
Q1 | $186M | Buy |
2,448,401
+409,636
| +20% | +$38.5M | 5.77% | 9 |
|
|
2024
Q4 | $195M | Buy |
2,038,765
+283,744
| +16% | +$30.3M | 5.97% | 7 |
|
|
2024
Q3 | $193M | Buy |
1,755,021
+20,003
| +1% | +$2.03M | 5.85% | 8 |
|
|
2024
Q2 | $162M | Buy |
1,735,018
+20,629
| +1% | +$2.06M | 5.57% | 9 |
|
|
2024
Q1 | $201M | Buy |
1,714,389
+42,910
| +3% | +$4.92M | 6.79% | 7 |
|
|
2023
Q4 | $198M | Sell |
1,671,479
-41,625
| -2% | -$4.16M | 6.91% | 6 |
|
|
2023
Q3 | $163M | Sell |
1,713,104
-12,702
| -0.7% | -$1.33M | 6.53% | 6 |
|
|
2023
Q2 | $179M | Sell |
1,725,806
-19,554
| -1% | -$1.65M | 7.02% | 3 |
|
|
2023
Q1 | $139M | Buy |
1,745,360
+47,308
| +3% | +$4.17M | 5.82% | 8 |
|
|
2022
Q4 | $128M | Sell |
1,698,052
-42,617
| -2% | -$3.43M | 5.56% | 7 |
|
|
2022
Q3 | $122M | Buy |
1,740,669
+14,350
| +0.8% | +$1.17M | 5.82% | 7 |
|
|
2022
Q2 | $129M | Buy |
1,726,319
+126,166
| +8% | +$9.79M | 5.99% | 4 |
|
|
2022
Q1 | $126M | Buy |
1,600,153
+75,360
| +5% | +$6.93M | 4.89% | 11 |
|
|
2021
Q4 | $158M | Buy |
1,524,793
+267,306
| +21% | +$29M | 5.8% | 5 |
|
|
2021
Q3 | $154M | Buy |
1,257,487
+200,248
| +19% | +$22.9M | 5.98% | 4 |
|
|
2021
Q2 | $119M | Buy |
1,057,239
+417,475
| +65% | +$53.1M | 4.73% | 11 |
|
|
2021
Q1 | $86.2M | Sell |
639,764
-283,501
| -31% | -$34.4M | 3.81% | 17 |
|
|
2020
Q4 | $85.9M | Buy |
923,265
+2,271
| +0.2% | +$213K | 4.39% | 14 |
|
|
2020
Q3 | $87.7M | Sell |
920,994
-140,552
| -13% | -$14.6M | 5.12% | 8 |
|
|
2020
Q2 | $113M | Sell |
1,061,546
-127,799
| -11% | -$10M | 7.31% | 3 |
|
|
2020
Q1 | $50.2M | Buy |
1,189,345
+142,957
| +14% | +$9.93M | 4.06% | 14 |
|
|
2019
Q4 | $77.7M | Buy |
1,046,388
+802
| +0.1% | +$51.7K | 4.03% | 13 |
|
|
2019
Q3 | $59.2M | Buy |
1,045,586
+457,249
| +78% | +$24M | 3.27% | 15 |
|
|
2019
Q2 | $34.4M | Buy |
+588,337
| New | +$35.7M | 1.95% | 18 |
|
|
2018
Q4 | – | Sell |
-2,400
| Closed | -$201K | – | 26 |
|
|
2018
Q3 | $201K | Sell |
2,400
-646
| -21% | -$61.8K | 0.01% | 24 |
|
|
2018
Q2 | $297K | Hold |
3,046
| – | – | 0.02% | 23 |
|
|
2018
Q1 | $351K | Hold |
3,046
| – | – | 0.03% | 19 |
|
|
2017
Q4 | $459K | Hold |
3,046
| – | – | 0.04% | 18 |
|
|
2017
Q3 | $384K | Hold |
3,046
| – | – | 0.03% | 17 |
|
|
2017
Q2 | $318K | Hold |
3,046
| – | – | 0.03% | 18 |
|
|
2017
Q1 | $293K | Sell |
3,046
-590
| -16% | -$61.2K | 0.03% | 20 |
|
|
2016
Q4 | $364K | Hold |
3,636
| – | – | 0.03% | 21 |
|
|
2016
Q3 | $308K | Hold |
3,636
| – | – | 0.03% | 28 |
|
|
2016
Q2 | $235K | Hold |
3,636
| – | – | 0.02% | 31 |
|
|
2016
Q1 | $232K | Sell |
3,636
-1,000
| -22% | -$54.8K | 0.02% | 31 |
|
|
2015
Q4 | $260K | Hold |
4,636
| – | – | 0.03% | 31 |
|
|
2015
Q3 | $240K | Hold |
4,636
| – | – | 0.02% | 31 |
|
|
2015
Q2 | $261K | Hold |
4,636
| – | – | 0.03% | 29 |
|
|
2015
Q1 | $293K | Sell |
4,636
-800
| -15% | -$47.6K | 0.03% | 28 |
|
|
2014
Q4 | $304K | Hold |
5,436
| – | – | 0.03% | 27 |
|
|
2014
Q3 | $280K | Hold |
5,436
| – | – | 0.03% | 33 |
|
|
2014
Q2 | $309K | Hold |
5,436
| – | – | 0.03% | 31 |
|
|
2014
Q1 | $332K | Hold |
5,436
| – | – | 0.04% | 27 |
|
|
2013
Q4 | $300K | Hold |
5,436
| – | – | 0.04% | 30 |
|
|
2013
Q3 | $316K | Sell |
5,436
-900
| -14% | -$47.7K | 0.04% | 30 |
|
|
2013
Q2 | $312K | Buy |
+6,336
| New | +$260K | 0.05% | 36 |
|
Other funds holding THO
AACR
LCIP
Timucuan Asset Management's THO Position: Q2 2026 in Review
Timucuan Asset Management increased its Thor Industries (THO) stake by 0.34% in Q2 2026, buying an estimated $675K and bringing the position to 2,560,247 shares worth $192M. The position accounts for 7.08% of the portfolio, ranked #5.
Timucuan Asset Management first reported a position in THO in Q2 2013 and has held it in 51 quarters since. The position peaked at $276M in Q3 2025. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.
- Timucuan Asset Management held 2,560,247 shares of Thor Industries worth $192M as of Q2 2026.
- Timucuan Asset Management bought 8,773 Thor Industries shares in Q2 2026, an estimated $675K.
- Thor Industries made up 7.08% of Timucuan Asset Management's portfolio in Q2 2026, its #5 holding.
- Timucuan Asset Management first reported a position in Thor Industries in Q2 2013 and has held it in 51 quarters since.
- Timucuan Asset Management's Thor Industries position peaked at $276M in Q3 2025.
- 407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.
Based on Timucuan Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.