Walleye Capital’s Thor Industries THO Stock Holding History

Walleye 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	$849K	Buy	11,300 +11,000	+3,667%	+$847K	﹤0.01%	2264
2026 Q1	$24K	Sell	300 -400	-57%	-$40.8K	﹤0.01%	4049
2025 Q4	$71.9K	Sell	700 -500	-42%	-$52K	﹤0.01%	3982
2025 Q3	$124K	Sell	1,200 -6,300	-84%	-$635K	﹤0.01%	3603
2025 Q2	$666K	Buy	7,500 +4,400	+142%	+$348K	﹤0.01%	2396
2025 Q1	$235K	Sell	3,100 -1,000	-24%	-$94K	﹤0.01%	3145
2024 Q4	$392K	Sell	4,100 -5,000	-55%	-$534K	﹤0.01%	3194
2024 Q3	$1,000K	Sell	9,100 -4,900	-35%	-$498K	﹤0.01%	2650
2024 Q2	$1.31M	Buy	14,000 +6,200	+79%	+$620K	﹤0.01%	2558
2024 Q1	$915K	Sell	7,800 -1,600	-17%	-$183K	﹤0.01%	2670
2023 Q4	$1.11M	Buy	9,400 +3,300	+54%	+$330K	﹤0.01%	2248
2023 Q3	$580K	Sell	6,100 -600	-9%	-$62.7K	﹤0.01%	2696
2023 Q2	$693K	Buy	+6,700	New	+$566K	﹤0.01%	2174

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

Walleye Capital's THO Position: Q2 2026 in Review

Walleye Capital reduced its Thor Industries (THO) stake by 98% in Q2 2026, selling an estimated $595K and leaving 142 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4487.

Walleye Capital first reported a position in THO in Q3 2021 and has held it in 16 quarters since. The position peaked at $7.37M in Q2 2025. 409 funds tracked by Wall St. Rank hold THO as of Q2 2026.

Walleye Capital held 142 shares of Thor Industries worth $10.7K as of Q2 2026.
Walleye Capital sold 7,726 Thor Industries shares in Q2 2026, an estimated $595K.
Thor Industries made up ﹤0.01% of Walleye Capital's portfolio in Q2 2026, its #4487 holding.
Walleye Capital first reported a position in Thor Industries in Q3 2021 and has held it in 16 quarters since.
Walleye Capital's Thor Industries position peaked at $7.37M in Q2 2025.
409 funds tracked by Wall St. Rank held Thor Industries as of Q2 2026.

Based on Walleye Capital's 13F filing for Q2 2026, filed 3 Aug 2026.