Value Holdings Management Company’s Thor Industries THO Stock Holding History

Value Holdings Management Company’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 Q1	$14.4M	Sell	180,484 -15,000	-8%	-$1.53M	2.34%	16
2025 Q4	$20.1M	Hold	195,484	–	–	3.36%	12
2025 Q3	$20.3M	Hold	195,484	–	–	3.25%	12
2025 Q2	$17.4M	Hold	195,484	–	–	3.07%	12
2025 Q1	$14.8M	Hold	195,484	–	–	2.78%	16
2024 Q4	$18.7M	Sell	195,484 -11,500	-6%	-$1.23M	3.27%	12
2024 Q3	$22.7M	Hold	206,984	–	–	3.98%	12
2024 Q2	$19.3M	Hold	206,984	–	–	3.54%	13
2024 Q1	$24.3M	Hold	206,984	–	–	4.3%	11
2023 Q4	$24.5M	Hold	206,984	–	–	4.95%	11
2023 Q3	$19.7M	Hold	206,984	–	–	4.34%	11
2023 Q2	$21.4M	Hold	206,984	–	–	4.78%	10
2023 Q1	$16.5M	Hold	206,984	–	–	3.92%	11
2022 Q4	$15.6M	Hold	206,984	–	–	3.53%	11
2022 Q3	$14.5M	Hold	206,984	–	–	3.6%	11
2022 Q2	$15.5M	Hold	206,984	–	–	3.68%	11
2022 Q1	$16.3M	Buy	206,984 +10,000	+5%	+$920K	3.38%	12
2021 Q4	$20.4M	Buy	196,984 +1,500	+0.8%	+$163K	4.36%	9
2021 Q3	$24M	Hold	195,484	–	–	5.42%	6
2021 Q2	$22.1M	Hold	195,484	–	–	4.97%	5
2021 Q1	$26.3M	Buy	195,484 +54,408	+39%	+$6.6M	6%	5
2020 Q4	$13.1M	Sell	141,076 -51,408	-27%	-$4.82M	4.74%	6
2020 Q3	$18.3M	Hold	192,484	–	–	6.25%	5
2020 Q2	$20.5M	Hold	192,484	–	–	7.32%	5
2020 Q1	$8.12M	Hold	192,484	–	–	3.86%	9
2019 Q4	$14.3M	Hold	192,484	–	–	5.02%	9
2019 Q3	$10.9M	Hold	192,484	–	–	3.75%	9
2019 Q2	$11.3M	Hold	192,484	–	–	3.65%	11
2019 Q1	$12M	Hold	192,484	–	–	4.01%	11
2018 Q4	$10M	Buy	192,484 +10,000	+5%	+$677K	4.03%	11
2018 Q3	$15.3M	Buy	182,484 +1,008	+0.6%	+$96.5K	4.8%	9
2018 Q2	$17.7M	Buy	181,476 +8,000	+5%	+$816K	5.71%	8
2018 Q1	$20M	Hold	173,476	–	–	6.64%	6
2017 Q4	$26.1M	Hold	173,476	–	–	9.16%	2
2017 Q3	$21.8M	Hold	173,476	–	–	8.28%	2
2017 Q2	$18.1M	Sell	173,476 -36,100	-17%	-$3.5M	7.76%	6
2017 Q1	$16.6M	Buy	209,576 +33,100	+19%	+$3.44M	6.94%	2
2016 Q4	$17.7M	Buy	176,476 +47,400	+37%	+$4.28M	7.03%	2
2016 Q3	$10.9M	Hold	129,076	–	–	6.42%	5
2016 Q2	$8.36M	Hold	129,076	–	–	5.37%	9
2016 Q1	$8.23M	Buy	129,076 +3,000	+2%	+$164K	5.41%	8
2015 Q4	$7.08M	Hold	126,076	–	–	5.16%	9
2015 Q3	$6.53M	Buy	126,076 +1,496	+1%	+$81.9K	4.73%	8
2015 Q2	$7.01M	Hold	124,580	–	–	4.78%	9
2015 Q1	$7.88M	Hold	124,580	–	–	5.2%	6
2014 Q4	$6.96M	Buy	124,580 +3,500	+3%	+$189K	4.93%	7
2014 Q3	$6.24M	Hold	121,080	–	–	4.48%	10
2014 Q2	$6.89M	Hold	121,080	–	–	4.72%	9
2014 Q1	$7.39M	Sell	121,080 -2,000	-2%	-$111K	5.37%	5
2013 Q4	$6.8M	Hold	123,080	–	–	5.01%	8
2013 Q3	$7.14M	Hold	123,080	–	–	5.95%	4
2013 Q2	$6.05M	Buy	+123,080	New	+$5.05M	5.32%	7

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

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

LCIP

Life Cycle Investment Partners London $15.7B AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TAM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Value Holdings Management Company's THO Position: Q1 2026 in Review

Value Holdings Management Company reduced its Thor Industries (THO) stake by 7.7% in Q1 2026, selling an estimated $1.53M and leaving 180,484 shares worth $14.4M. The position accounts for 2.34% of the portfolio, ranked #16.

Value Holdings Management Company first reported a position in THO in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.3M in Q1 2021. 416 funds tracked by Wall St. Rank hold THO as of Q1 2026.

Value Holdings Management Company held 180,484 shares of Thor Industries worth $14.4M as of Q1 2026.
Value Holdings Management Company sold 15,000 Thor Industries shares in Q1 2026, an estimated $1.53M.
Thor Industries made up 2.34% of Value Holdings Management Company's portfolio in Q1 2026, its #16 holding.
Value Holdings Management Company first reported a position in Thor Industries in Q2 2013 and has held it in 52 quarters since.
Value Holdings Management Company's Thor Industries position peaked at $26.3M in Q1 2021.
416 funds tracked by Wall St. Rank held Thor Industries as of Q1 2026.

Based on Value Holdings Management Company's 13F filing for Q1 2026, filed 11 May 2026.