HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

Position in THO — Thor Industries Inc

CIK 1164833 Los Angeles, CA

Position in THO

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

Position Value

$13,558,337

+$3,585,429 QoQ

Shares Held

180,393

+44.5% QoQ

Ownership

0.347%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#48

of 405 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Consumer Cyclical · as of Jun 30, 2026

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC holds $60,625,591 across 5 Recreational Vehicles names. THO ranks #3 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BC	Brunswick Corp	170,580	$14,369,659
2	WGO	Winnebago Industries Inc	454,403	$14,195,549
3	THO	Thor Industries Inc This page	180,393	$13,558,337
4	HOG	Harley-Davidson, Inc.	436,423	$10,674,906
5	PII	Polaris Inc.	114,365	$7,827,140

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,558,337	180,393	+44.5%	Shares	Sole	2026-08-14
2026-03-31	$9,972,908	124,833	+5.0%	Shares	Sole	2026-05-15
2025-12-31	$12,208,284	118,908	+0.2%	Shares	Sole	2026-02-17
2025-09-30	$12,305,825	118,679	-7.2%	Shares	Sole	2025-11-14
2025-06-30	$11,362,351	127,940	+30.1%	Shares	Sole	2025-08-14
2025-03-31	$7,454,397	98,330	-66.2%	Shares	Sole	2025-05-14
2023-06-30	$30,130,402	291,115	-0.7%	Shares	Sole	2023-08-11
2023-03-31	$23,358,013	293,295	+0.8%	Shares	Sole	2023-05-15
2022-12-31	$21,959,663	290,895	+1.9%	Shares	Sole	2023-02-14
2022-09-30	$19,976,490	285,460	+41.6%	Shares	Sole	2022-11-14
2022-06-30	$15,061,831	201,550	+386.4%	Shares	Sole	2022-08-12
2020-06-30	$4,414,603	41,440	-39.9%	Shares	Sole	2020-08-13
2020-03-31	$2,907,889	68,940	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.