KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Position in THO — Thor Industries Inc

CIK 1021223 LOS ANGELES, CA

Back to THO Full portfolio

Position in THO

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$342,706,129

-$139,499,644 QoQ

Shares Held

4,289,725

-8.7% QoQ

Ownership

8.24%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 76.24899585661183.ToString("F0")% Shared 17.775307793551384.ToString("F0")% None 5.975696349836796.ToString("F0")%

Common Shares in THO Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Mar 31, 2026

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $578,752,974 across 4 Recreational Vehicles names. THO ranks #1 (59.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	THO	Thor Industries Inc This page	4,289,725	$342,706,129
2	LCII	Lci Industries	1,919,273	$236,032,192
3	BC	Brunswick Corp	200	$14,552
4	HOG	Harley-Davidson, Inc.	5	$101

All Filings in THO

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$342,706,129	4,289,725	-8.7%	Shares	Defined	2026-05-14
2025-12-31	$482,205,773	4,696,657	-8.0%	Shares	Defined	2026-02-13
2025-09-30	$529,410,965	5,105,709	-2.0%	Shares	Defined	2025-11-13
2025-06-30	$462,498,678	5,207,732	+1.2%	Shares	Defined	2025-08-13
2025-03-31	$390,106,129	5,145,840	-0.6%	Shares	Defined	2025-05-14
2024-12-31	$495,234,357	5,174,322	-5.0%	Shares	Defined	2025-02-21
2024-09-30	$598,732,587	5,448,472	+1.7%	Shares	Defined	2024-11-13
2024-06-30	$500,590,062	5,356,769	+0.4%	Shares	Defined	2024-08-13
2024-03-31	$626,000,450	5,334,928	+2.6%	Shares	Defined	2024-05-14
2023-12-31	$614,767,796	5,198,882	-0.5%	Shares	Defined	2024-02-13
2023-09-30	$496,911,459	5,223,499	+1.5%	Shares	Defined	2023-11-13
2023-06-30	$532,394,063	5,143,904	-0.4%	Shares	Defined	2023-08-11
2023-03-31	$411,392,046	5,165,646	+0.9%	Shares	Defined	2023-05-16
2022-12-31	$386,616,069	5,121,421	-3.1%	Shares	Defined	2023-02-14
2022-09-30	$369,886,077	5,285,597	+2.6%	Shares	Defined	2022-11-16
2022-06-30	$385,101,325	5,153,236	-8.3%	Shares	Defined	2022-08-12
2022-03-31	$442,164,616	5,618,356	+3.8%	Shares	Defined	2022-05-16
2021-12-31	$561,514,205	5,411,142	-0.0%	Shares	Defined	2022-02-14
2021-09-30	$664,601,034	5,413,824	+4.0%	Shares	Defined	2021-11-12
2021-06-30	$588,130,422	5,204,694	+11.7%	Shares	Defined	2021-08-13
2021-03-31	$627,566,371	4,657,610	+22.9%	Shares	Sole	2021-05-17
2020-12-31	$352,371,283	3,789,346	+12.5%	Shares	Sole	2021-02-12
2020-09-30	$320,900,074	3,368,676	+11.9%	Shares	Defined	2020-11-16
2020-06-30	$320,765,984	3,011,039	-4.8%	Shares	Defined	2020-08-14
2020-03-31	$133,470,806	3,164,315	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.