Balyasny Asset Management L.P.

Position in THO — Thor Industries Inc

CIK 1218710 Chicago, IL

Back to THO Full portfolio

Position in THO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$32,308,075

-$78,702,630 QoQ

Shares Held

404,407

-62.6% QoQ

Ownership

0.777%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in THO Over Time

Shares Held

Position Value (USD)

Derivatives in THO

reported options exposure · as of Mar 31, 2025

CallValue

$2,842,875

CallShares

37,500

PutValue

PutShares

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 Jun 30, 2026

Balyasny Asset Management L.P. holds $113,765,964 across 5 Recreational Vehicles names.

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc.	1,079,296	$73,867,018
2	LCII	Lci Industries	182,042	$19,274,606
3	BC	Brunswick Corp	208,458	$17,560,501
4	DOO	BRP Inc.	42,328	$2,582,854
5	MBUU	Malibu Boats, Inc.	17,535	$480,985

All Filings in THO

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,308,075	404,407	-62.6%	Shares	Sole	2026-05-15
2025-12-31	$111,010,705	1,081,238	+130.2%	Shares	Sole	2026-02-17
2025-09-30	$48,692,720	469,599	-32.5%	Shares	Sole	2025-11-14
2025-06-30	$61,777,568	695,615	-10.1%	Shares	Sole	2025-08-14
2025-03-31	$2,842,875	37,500	-75.0%	Call	Sole	2025-05-15
2025-03-31	$58,629,482	773,374	-17.4%	Shares	Sole	2025-05-15
2024-12-31	$14,356,500	150,000	+1385.1%	Call	Sole	2025-02-14
2024-12-31	$89,582,262	935,976	+112.9%	Shares	Sole	2025-02-14
2024-09-30	$384,615	3,500	-65.3%	Put	Sole	2024-11-14
2024-09-30	$48,314,457	439,662	+739.9%	Shares	Sole	2024-11-14
2024-06-30	$4,891,640	52,345	-90.6%	Shares	Sole	2024-08-14
2024-03-31	$65,511,039	558,301	+13.7%	Shares	Sole	2024-05-13
2023-12-31	$58,061,341	491,005	+166.6%	Shares	Other	2024-02-14
2023-12-31	$1,194,325	10,100	—	Put	Sole	2024-02-14
2023-12-31	$1,194,325	10,100	-19.2%	Call	Sole	2024-02-14
2023-06-30	$19,061,491	184,169	+2937.1%	Shares	Other	2023-08-14
2021-06-30	$685,232	6,064	-97.3%	Shares	Sole	2021-08-16
2020-09-30	$1,190,750	12,500	—	Call	Sole	2020-11-16
2020-03-31	$9,569,924	226,883	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.