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Triad Investment Management’s Thor Industries THO Stock Holding History

Triad Investment 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
Q2 		$3.9M Buy
51,900
+5,088
+11% +$392K 4.3% 11
2026
Q1 		$3.74M Buy
46,812
+5,160
+12% +$526K 4.42% 9
2025
Q4 		$4.28M Buy
+41,652
New +$4.33M 4.33% 9
2024
Q1 		$3.77M Buy
32,123
+1,553
+5% +$178K 4.57% 7
2023
Q4 		$3.61M Sell
30,570
-118
-0.4% -$11.8K 4.75% 5
2023
Q3 		$2.92M Buy
30,688
+273
+0.9% +$28.5K 4.26% 5
2023
Q2 		$3.15M Buy
30,415
+19
+0.1% +$1.6K 4.38% 6
2023
Q1 		$2.42M Buy
30,396
+1,836
+6% +$162K 3.52% 9
2022
Q4 		$2.16M Buy
28,560
+1,994
+8% +$160K 3.37% 11
2022
Q3 		$1.86M Buy
26,566
+1,368
+5% +$112K 3.23% 11
2022
Q2 		$1.88M Sell
25,198
-8,437
-25% -$654K 2.79% 15
2022
Q1 		$2.65M Buy
33,635
+8,476
+34% +$779K 2.5% 21
2021
Q4 		$2.61M Buy
+25,159
New +$2.73M 2.37% 22
2020
Q4 		$1.58M Sell
16,965
-170
-1% -$15.9K 1.75% 27
2020
Q3 		$1.63M Sell
17,135
-37
-0.2% -$3.83K 2.31% 22
2020
Q2 		$1.83M Sell
17,172
-28,663
-63% -$2.24M 2.48% 21
2020
Q1 		$1.93M Sell
45,835
-15,194
-25% -$1.05M 3.36% 15
2019
Q4 		$4.53M Buy
61,029
+17,217
+39% +$1.11M 4.39% 4
2019
Q3 		$2.48M Buy
43,812
+17,384
+66% +$912K 2.7% 18
2019
Q2 		$1.54M Buy
26,428
+3,846
+17% +$233K 1.6% 28
2019
Q1 		$1.41M Buy
22,582
+2,739
+14% +$173K 1.43% 30
2018
Q4 		$1.04M Buy
+19,843
New +$1.34M 1.36% 32

Other funds holding THO

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Triad Investment Management's THO Position: Q2 2026 in Review

Triad Investment Management increased its Thor Industries (THO) stake by 11% in Q2 2026, buying an estimated $392K and bringing the position to 51,900 shares worth $3.9M. The position accounts for 4.3% of the portfolio, ranked #11.

Triad Investment Management first reported a position in THO in Q4 2018 and has held it in 22 quarters since. The position peaked at $4.53M in Q4 2019. 121 funds tracked by Wall St. Rank hold THO as of Q2 2026.

  • Triad Investment Management held 51,900 shares of Thor Industries worth $3.9M as of Q2 2026.
  • Triad Investment Management bought 5,088 Thor Industries shares in Q2 2026, an estimated $392K.
  • Thor Industries made up 4.3% of Triad Investment Management's portfolio in Q2 2026, its #11 holding.
  • Triad Investment Management first reported a position in Thor Industries in Q4 2018 and has held it in 22 quarters since.
  • Triad Investment Management's Thor Industries position peaked at $4.53M in Q4 2019.
  • 121 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Triad Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.