&PARTNERS

Position in THO — Thor Industries Inc

CIK 107136 NASHVILLE, TN

Position in THO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,682,539

+$250 QoQ

Shares Held

48,996

+6.3% QoQ

Ownership

0.094%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#84

of 404 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

&PARTNERS holds $7,516,226 across 6 Recreational Vehicles names. THO ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	THO	Thor Industries Inc This page	48,996	$3,682,539
2	LCII	Lci Industries	15,543	$1,645,692
3	BC	Brunswick Corp	11,209	$944,246
4	HOG	Harley-Davidson, Inc.	32,803	$802,361
5	PATK	Patrick Industries Inc	2,480	$222,654
6	PII	Polaris Inc.	3,196	$218,734

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,682,539	48,996	+6.3%	Shares	Sole	2026-08-14
2026-03-31	$3,682,289	46,092	+15.9%	Shares	Sole	2026-05-15
2025-12-31	$4,084,623	39,784	+30.4%	Shares	Sole	2026-02-17
2025-09-30	$3,164,515	30,519	+5.5%	Shares	Sole	2025-11-14
2025-06-30	$2,570,072	28,939	+16.2%	Shares	Sole	2025-08-14
2025-03-31	$1,888,275	24,908	+24.6%	Shares	Sole	2025-05-15
2024-12-31	$1,912,572	19,983	+86.4%	Shares	Sole	2025-02-14
2024-09-30	$1,178,240	10,722	+61.7%	Shares	Sole	2024-11-14
2024-06-30	$619,480	6,629	—	Shares	Sole	2024-07-24
No filing history on record for this holder in this stock.