Position in THO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,341,029
+$85,962 QoQ
Shares Held
79,372
+30.3% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 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)
Derivatives in THO
reported options exposure · as of Dec 31, 2021CallValue
$892,422
CallShares
8,600
PutValue
$2,428,218
PutShares
23,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $199,825,249 across 8 Recreational Vehicles names. THO ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOG |
Harley-Davidson, Inc.
|
3,042,450 | $61,518,339 | |
| 2 | DOO |
BRP Inc.
|
781,831 | $56,143,284 | |
| 3 | PII |
Polaris Inc.
|
668,333 | $36,424,148 | |
| 4 | BC |
Brunswick Corp
|
435,369 | $31,677,448 | |
| 5 | THO |
Thor Industries Inc
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|
79,372 | $6,341,029 | |
| 6 | WGO |
Winnebago Industries Inc
|
190,319 | $5,897,985 | |
| 7 | MBUU |
Malibu Boats, Inc.
|
39,967 | $1,035,944 | |
| 8 | LCII |
Lci Industries
|
6,400 | $787,072 |
All Filings in THO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,341,029 | 79,372 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,255,067 | 60,924 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,320,576 | 99,533 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,420,965 | 117,340 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $219,849 | 2,900 | Shares | Sole | 2025-05-15 | |
| 2021-12-31 | $2,428,218 | 23,400 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $892,422 | 8,600 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $1,534,500 | 12,500 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $1,497,672 | 12,200 | Call | Sole | 2021-11-15 | |
| 2021-06-30 | $1,751,500 | 15,500 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $1,480,300 | 13,100 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $1,845,938 | 13,700 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $1,482,140 | 11,000 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $3,012,876 | 32,400 | Call | Sole | 2021-02-16 | |
| 2020-12-31 | $2,436,338 | 26,200 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $809,710 | 8,500 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $1,324,114 | 13,900 | Put | Sole | 2020-11-16 | |
| 2020-06-30 | $745,710 | 7,000 | Put | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||