Thor Industries
417 hedge funds and large institutions have $4.3B invested in Thor Industries in 2026 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 69 closing their positions.
2.23% more ownership
Funds ownership: 100.11% → 102.34% (+2.2%)
9% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 136
8% less call options, than puts
Call options by funds: $20.7M | Put options by funds: $22.4M
6% less funds holding
Funds holding: 443 → 417 (-26)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
21% less capital invested
Capital invested by funds: $5.43B → $4.3B (-$1.13B)
28% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCIP
Life Cycle Investment Partners
London,
|
+$80.1M |
| 2 |
AACR
ACR Alpine Capital Research
St. Louis,
Missouri
|
+$78.4M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$63.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$33.5M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$69M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$60.3M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$43.9M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$41.5M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$25.4M |
THO Hedge Fund Activity: Q1 2026 in Review
417 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in Thor Industries (THO) for Q1 2026, worth a combined $4.3B — down 21% from $5.43B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of THO and 50 opened new positions — a net loss of 19 holders — while 136 trimmed existing stakes and 148 added.
The largest buyer was Life Cycle Investment Partners, adding an estimated $80.1M. The largest seller was Balyasny Asset Management, cutting an estimated $69M.
- 417 institutional investors held Thor Industries (THO) as of Q1 2026, down from 443 in Q4 2025.
- Funds reported $4.3B of Thor Industries stock for Q1 2026, down 21% quarter-over-quarter.
- 50 funds opened new Thor Industries positions in Q1 2026 and 69 closed out, a net change of -19 holders.
- The largest Thor Industries buyer in Q1 2026 was Life Cycle Investment Partners, an estimated $80.1M added.
- The largest Thor Industries seller in Q1 2026 was Balyasny Asset Management, an estimated $69M sold.
Based on aggregated 13F filings for Q1 2026.