Position in THO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$75,081,833
-$4,293,115 QoQ
Shares Held
998,960
+0.5% QoQ
Ownership
1.92%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $552,690,902 across 12 Recreational Vehicles names. THO ranks #4 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
1,216,728 | $102,497,166 | |
| 2 | PII |
Polaris Inc.
|
1,444,365 | $98,852,339 | |
| 3 | PATK |
Patrick Industries Inc
|
863,601 | $77,534,097 | |
| 4 | THO |
Thor Industries Inc
This page
|
998,960 | $75,081,833 | |
| 5 | HOG |
Harley-Davidson, Inc.
|
2,995,865 | $73,278,857 | |
| 6 | LCII |
Lci Industries
|
689,629 | $73,017,917 | |
| 7 | WGO |
Winnebago Industries Inc
|
724,502 | $22,633,441 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
524,052 | $14,374,745 |
All Filings in THO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,081,833 | 998,960 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $79,374,948 | 993,553 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $98,600,366 | 960,362 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $99,740,862 | 961,914 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $80,773,759 | 909,512 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $69,074,736 | 911,156 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $83,281,481 | 870,144 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $100,135,283 | 911,232 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $83,962,394 | 898,474 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $102,430,779 | 872,940 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $97,756,447 | 826,693 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $75,951,887 | 798,401 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $80,754,736 | 780,239 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $59,907,517 | 752,229 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $55,606,160 | 736,603 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $50,908,980 | 727,479 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $54,670,375 | 731,572 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $58,188,655 | 739,373 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $91,226,282 | 879,120 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $86,474,967 | 704,423 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $74,862,161 | 662,497 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $92,155,827 | 683,953 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $59,249,414 | 637,159 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $57,879,404 | 607,594 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $67,136,910 | 630,216 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $27,807,882 | 659,267 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||