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 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 $6.7B AUM 33.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

Walleye Capital's THO Position: Q1 2026 in Review

Walleye Capital increased its Thor Industries (THO) stake by 65% in Q1 2026, buying an estimated $316K and bringing the position to 7,868 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

Walleye Capital first reported a position in THO in Q3 2021 and has held it in 15 quarters since. The position peaked at $7.37M in Q2 2025. 416 funds tracked by Wall St. Rank hold THO as of Q1 2026.

Walleye Capital held 7,868 shares of Thor Industries worth $629K as of Q1 2026.
Walleye Capital bought 3,100 Thor Industries shares in Q1 2026, an estimated $316K.
Thor Industries made up ﹤0.01% of Walleye Capital's portfolio in Q1 2026, its #2479 holding.
Walleye Capital first reported a position in Thor Industries in Q3 2021 and has held it in 15 quarters since.
Walleye Capital's Thor Industries position peaked at $7.37M in Q2 2025.
416 funds tracked by Wall St. Rank held Thor Industries as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.