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VarCov Co’s Thor Industries THO Stock Holding History

VarCov 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 		$278K Sell
3,702
-6,726
-64% -$518K 0.11% 286
2026
Q1 		$833K Buy
+10,428
New +$1.06M 0.31% 116

Other funds holding THO

AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
BlackRock
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
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

VarCov Co's THO Position: Q2 2026 in Review

VarCov Co reduced its Thor Industries (THO) stake by 64% in Q2 2026, selling an estimated $518K and leaving 3,702 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #286.

VarCov Co first reported a position in THO in Q1 2026 and has held it in 2 quarters since. The position peaked at $833K in Q1 2026. 404 funds tracked by Wall St. Rank hold THO as of Q2 2026.

  • VarCov Co held 3,702 shares of Thor Industries worth $278K as of Q2 2026.
  • VarCov Co sold 6,726 Thor Industries shares in Q2 2026, an estimated $518K.
  • Thor Industries made up 0.11% of VarCov Co's portfolio in Q2 2026, its #286 holding.
  • VarCov Co first reported a position in Thor Industries in Q1 2026 and has held it in 2 quarters since.
  • VarCov Co's Thor Industries position peaked at $833K in Q1 2026.
  • 404 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.