Wedge Capital Management’s Thor Industries THO Stock Holding History

Wedge Capital Management’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
2022 Q1	–	Sell	-355,749	Closed	-$36.9M	–	446
2021 Q4	$36.9M	Buy	355,749 +110,715	+45%	+$12M	0.46%	76
2021 Q3	$30.1M	Sell	245,034 -6,477	-3%	-$739K	0.39%	95
2021 Q2	$28.4M	Buy	251,511 +27,831	+12%	+$3.54M	0.35%	131
2021 Q1	$30.1M	Buy	+223,680	New	+$27.1M	0.36%	133
2018 Q2	–	Sell	-412,712	Closed	-$47.5M	–	618
2018 Q1	$47.5M	Buy	412,712 +219,287	+113%	+$29.3M	0.46%	58
2017 Q4	$29.2M	Buy	+193,425	New	+$26.9M	0.26%	124

Other funds holding THO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wedge Capital Management's THO Position: Q1 2022 in Review

Wedge Capital Management sold out of Thor Industries (THO) in Q1 2022, closing a stake of 355,749 shares — an estimated $36.9M sold.

Wedge Capital Management first reported a position in THO in Q4 2017 and held it in 6 quarters. The position peaked at $47.5M in Q1 2018. 431 funds tracked by Wall St. Rank hold THO as of Q1 2022.

Wedge Capital Management reported no remaining Thor Industries position as of Q1 2022 after selling out during the quarter.
Wedge Capital Management sold 355,749 Thor Industries shares in Q1 2022, an estimated $36.9M.
Wedge Capital Management first reported a position in Thor Industries in Q4 2017 and held it in 6 quarters.
Wedge Capital Management's Thor Industries position peaked at $47.5M in Q1 2018.
431 funds tracked by Wall St. Rank held Thor Industries as of Q1 2022.

Based on Wedge Capital Management's 13F filing for Q1 2022, filed 12 Apr 2022.