TIMUCUAN ASSET MANAGEMENT INC/FL

Position in THO — Thor Industries Inc

CIK 1034541 JACKSONVILLE, FL

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Position in THO

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

Position Value

$203,837,257

-$63,050,327 QoQ

Shares Held

2,551,474

-1.8% QoQ

Ownership

4.90%

of shares outstanding

% of Portfolio

7.84%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in THO Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Mar 31, 2026

TIMUCUAN ASSET MANAGEMENT INC/FL holds $220,053,477 across 2 Recreational Vehicles names. THO ranks #1 (92.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	THO	Thor Industries Inc This page	2,551,474	$203,837,257
2	PATK	Patrick Industries Inc	146,000	$16,216,220

All Filings in THO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$203,837,257	2,551,474	-1.8%	Shares	Sole	2026-05-14
2025-12-31	$266,887,584	2,599,470	-2.2%	Shares	Sole	2026-02-13
2025-09-30	$275,653,228	2,658,436	-0.6%	Shares	Sole	2025-11-13
2025-06-30	$237,513,286	2,674,398	0.0%	Shares	Sole	2025-08-13
2025-06-30	$237,513,286	2,674,398	+9.2%	Shares	Sole	2025-08-01
2025-03-31	$185,613,279	2,448,401	+20.1%	Shares	Sole	2025-05-14
2024-12-31	$195,130,198	2,038,765	+16.2%	Shares	Sole	2025-02-13
2024-09-30	$192,859,257	1,755,021	+1.2%	Shares	Sole	2024-11-13
2024-06-30	$162,137,432	1,735,018	+1.2%	Shares	Sole	2024-08-13
2024-03-31	$201,166,405	1,714,389	+2.6%	Shares	Sole	2024-05-14
2023-12-31	$197,652,391	1,671,479	-2.4%	Shares	Sole	2024-02-13
2023-09-30	$162,967,583	1,713,104	-0.7%	Shares	Sole	2023-11-13
2023-06-30	$178,620,921	1,725,806	-1.1%	Shares	Sole	2023-08-11
2023-03-31	$139,000,470	1,745,360	+2.8%	Shares	Sole	2023-05-12
2022-12-31	$128,185,945	1,698,052	-2.4%	Shares	Sole	2023-02-10
2022-09-30	$121,812,016	1,740,669	+0.8%	Shares	Sole	2022-11-14
2022-06-30	$129,007,818	1,726,319	+7.9%	Shares	Sole	2022-08-11
2022-03-31	$125,932,041	1,600,153	+4.9%	Shares	Sole	2022-05-12
2021-12-31	$158,227,769	1,524,793	+21.3%	Shares	Sole	2022-02-11
2021-09-30	$154,369,104	1,257,487	+18.9%	Shares	Sole	2021-11-10
2021-06-30	$119,468,007	1,057,239	+65.3%	Shares	Sole	2021-08-11
2021-03-31	$86,201,801	639,764	-30.7%	Shares	Sole	2021-05-12
2020-12-31	$85,854,412	923,265	+0.2%	Shares	Sole	2021-02-12
2020-09-30	$87,733,888	920,994	-13.2%	Shares	Sole	2020-11-12
2020-06-30	$113,086,495	1,061,546	-10.7%	Shares	Sole	2020-08-07
2020-03-31	$50,166,572	1,189,345	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.