TwinBeech Capital’s Thor Industries THO Stock Holding History

TwinBeech Capital’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	–	Sell	-16,521	Closed	-$1.32M	–	686
2026 Q1	$1.32M	Buy	+16,521	New	+$1.68M	0.14%	205
2024 Q3	–	Sell	-5,705	Closed	-$533K	–	892
2024 Q2	$533K	Buy	+5,705	New	+$570K	0.01%	448
2023 Q3	–	Sell	-36,156	Closed	-$3.74M	–	893
2023 Q2	$3.74M	Buy	+36,156	New	+$3.05M	0.07%	289
2020 Q3	–	Sell	-12,034	Closed	-$1.28M	–	579
2020 Q2	$1.28M	Buy	+12,034	New	+$942K	0.28%	113

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

TwinBeech Capital's THO Position: Q2 2026 in Review

TwinBeech Capital sold out of Thor Industries (THO) in Q2 2026, closing a stake of 16,521 shares — an estimated $1.32M sold.

TwinBeech Capital first reported a position in THO in Q2 2020 and held it in 4 quarters. The position peaked at $3.74M in Q2 2023. 407 funds tracked by Wall St. Rank hold THO as of Q2 2026.

TwinBeech Capital reported no remaining Thor Industries position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 16,521 Thor Industries shares in Q2 2026, an estimated $1.32M.
TwinBeech Capital first reported a position in Thor Industries in Q2 2020 and held it in 4 quarters.
TwinBeech Capital's Thor Industries position peaked at $3.74M in Q2 2023.
407 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.