Position in THO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$192,428,164
-$11,409,093 QoQ
Shares Held
2,560,247
+0.3% QoQ
Ownership
4.92%
of shares outstanding
% of Portfolio
8.08%
of 13F equity value
Holder Rank
#7
of 405 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026TIMUCUAN ASSET MANAGEMENT INC/FL holds $206,433,844 across 2 Recreational Vehicles names. THO ranks #1 (93.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THO |
Thor Industries Inc
This page
|
2,560,247 | $192,428,164 | |
| 2 | PATK |
Patrick Industries Inc
|
156,000 | $14,005,680 |
All Filings in THO
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,428,164 | 2,560,247 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $203,837,257 | 2,551,474 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $266,887,584 | 2,599,470 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $275,653,228 | 2,658,436 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $237,513,286 | 2,674,398 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $237,513,286 | 2,674,398 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $185,613,279 | 2,448,401 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $195,130,198 | 2,038,765 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $192,859,257 | 1,755,021 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $162,137,432 | 1,735,018 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $201,166,405 | 1,714,389 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $197,652,391 | 1,671,479 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $162,967,583 | 1,713,104 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $178,620,921 | 1,725,806 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $139,000,470 | 1,745,360 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $128,185,945 | 1,698,052 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $121,812,016 | 1,740,669 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $129,007,818 | 1,726,319 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $125,932,041 | 1,600,153 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $158,227,769 | 1,524,793 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $154,369,104 | 1,257,487 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $119,468,007 | 1,057,239 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $86,201,801 | 639,764 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $85,854,412 | 923,265 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $87,733,888 | 920,994 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $113,086,495 | 1,061,546 | 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. | ||||||