Position in THO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,248,118
-$7,860,469 QoQ
Shares Held
322,620
-19.7% QoQ
Ownership
0.620%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 405 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Derivatives in THO
reported options exposure · as of Sep 30, 2023CallValue
$1,141,560
CallShares
12,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026ROYAL BANK OF CANADA holds $95,454,216 across 12 Recreational Vehicles names. THO ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOO |
BRP Inc.
|
475,500 | $29,015,008 | |
| 2 | THO |
Thor Industries Inc
This page
|
322,620 | $24,248,118 | |
| 3 | LCII |
Lci Industries
|
139,735 | $14,795,139 | |
| 4 | BC |
Brunswick Corp
|
166,629 | $14,036,824 | |
| 5 | PATK |
Patrick Industries Inc
|
53,160 | $4,772,703 | |
| 6 | HOG |
Harley-Davidson, Inc.
|
177,060 | $4,330,885 | |
| 7 | PII |
Polaris Inc.
|
39,944 | $2,733,764 | |
| 8 | WGO |
Winnebago Industries Inc
|
44,870 | $1,401,737 |
All Filings in THO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,248,118 | 322,620 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $32,108,587 | 401,910 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $43,817,397 | 426,779 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $70,601,482 | 680,890 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $49,395,853 | 556,197 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $47,205,509 | 493,214 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $51,186,758 | 465,800 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $41,329,101 | 442,259 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $37,466,072 | 319,295 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $35,599,514 | 301,053 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $28,649,253 | 301,159 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $1,141,560 | 12,000 | Call | Sole | 2023-11-14 | |
| 2023-06-30 | $5,175,000 | 50,000 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $30,329,534 | 293,039 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $23,193,314 | 291,227 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $21,106,776 | 279,597 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $19,535,755 | 279,162 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,987,505 | 320,989 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $26,190,256 | 332,786 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $26,404,792 | 254,455 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $30,693,190 | 250,026 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $26,455,334 | 234,118 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $31,501,535 | 233,795 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $20,534,330 | 220,823 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $17,317,219 | 181,789 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $20,920,252 | 196,379 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,521,619 | 178,322 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||