Tweedy, Browne Co’s Thor Industries THO Stock Holding History

Tweedy, Browne Co’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
2024 Q1	–	Sell	-96,493	Closed	-$11.4M	–	46
2023 Q4	$11.4M	Sell	96,493 -8,743	-8%	-$874K	0.56%	25
2023 Q3	$10M	Sell	105,236 -4,135	-4%	-$432K	0.54%	26
2023 Q2	$11.3M	Sell	109,371 -209	-0.2%	-$17.7K	0.59%	24
2023 Q1	$8.73M	Sell	109,580 -634	-0.6%	-$55.9K	0.48%	28
2022 Q4	$8.32M	Sell	110,214 -85,370	-44%	-$6.86M	0.44%	30
2022 Q3	$13.7M	Sell	195,584 -95	-0%	-$7.76K	0.6%	27
2022 Q2	$14.6M	Sell	195,679 -35,061	-15%	-$2.72M	0.6%	28
2022 Q1	$18.2M	Buy	+230,740	New	+$21.2M	0.59%	28

Other funds holding THO

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Tweedy, Browne Co's THO Position: Q1 2024 in Review

Tweedy, Browne Co sold out of Thor Industries (THO) in Q1 2024, closing a stake of 96,493 shares — an estimated $11.4M sold.

Tweedy, Browne Co first reported a position in THO in Q1 2022 and held it in 8 quarters. The position peaked at $18.2M in Q1 2022. 412 funds tracked by Wall St. Rank hold THO as of Q1 2024.

Tweedy, Browne Co reported no remaining Thor Industries position as of Q1 2024 after selling out during the quarter.
Tweedy, Browne Co sold 96,493 Thor Industries shares in Q1 2024, an estimated $11.4M.
Tweedy, Browne Co first reported a position in Thor Industries in Q1 2022 and held it in 8 quarters.
Tweedy, Browne Co's Thor Industries position peaked at $18.2M in Q1 2022.
412 funds tracked by Wall St. Rank held Thor Industries as of Q1 2024.

Based on Tweedy, Browne Co's 13F filing for Q1 2024, filed 6 May 2024.