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
2026 Q2	$1.99M	Buy	+26,526	New	+$2.04M	0.15%	57
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

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LCIP

Life Cycle Investment Partners London $21.4B AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tweedy, Browne Co's THO Position: Q2 2026 in Review

Tweedy, Browne Co opened a new position in Thor Industries (THO) in Q2 2026: 26,526 shares worth $1.99M. The stake represents 0.15% of the portfolio and ranks #57 among its holdings. This is a return to the name: Tweedy, Browne Co previously reported a position in THO as recently as Q4 2023.

Tweedy, Browne Co first reported a position in THO in Q1 2022 and has held it in 9 quarters since. The position peaked at $18.2M in Q1 2022. 409 funds tracked by Wall St. Rank hold THO as of Q2 2026.

Tweedy, Browne Co held 26,526 shares of Thor Industries worth $1.99M as of Q2 2026.
Thor Industries was a new Tweedy, Browne Co position in Q2 2026.
Thor Industries made up 0.15% of Tweedy, Browne Co's portfolio in Q2 2026, its #57 holding.
Tweedy, Browne Co first reported a position in Thor Industries in Q1 2022 and has held it in 9 quarters since.
Tweedy, Browne Co's Thor Industries position peaked at $18.2M in Q1 2022.
409 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Tweedy, Browne Co's 13F filing for Q2 2026, filed 7 Aug 2026.