Position in THO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,215,716
-$7,895,481 QoQ
Shares Held
29,480
-76.7% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#104
of 401 holders
Holding Since
Mar 2020
24 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, 2025CallValue
$0
CallShares
0
PutValue
$371,469
PutShares
4,900
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, 2026MILLENNIUM MANAGEMENT LLC holds $53,209,556 across 7 Recreational Vehicles names. THO ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOO |
BRP Inc.
|
275,152 | $16,789,775 | |
| 2 | HOG |
Harley-Davidson, Inc.
|
616,757 | $15,085,876 | |
| 3 | PII |
Polaris Inc.
|
212,063 | $14,513,591 | |
| 4 | THO |
Thor Industries Inc
This page
|
29,480 | $2,215,716 | |
| 5 | MBUU |
Malibu Boats, Inc.
|
79,396 | $2,177,832 | |
| 6 | WGO |
Winnebago Industries Inc
|
62,482 | $1,951,937 | |
| 7 | MCFT |
MasterCraft Boat Holdings, Inc.
|
18,390 | $474,829 |
All Filings in THO
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,215,716 | 29,480 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,111,197 | 126,564 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,390,016 | 130,418 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $662,164 | 6,386 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,228,331 | 13,831 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,332,067 | 30,762 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $371,469 | 4,900 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $20,201,413 | 211,069 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $823,106 | 8,600 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $6,967,026 | 63,400 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $38,191,720 | 347,545 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $21,086,244 | 225,642 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $4,747,260 | 50,800 | Call | Sole | 2024-08-14 | |
| 2024-06-30 | $9,429,105 | 100,900 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $13,564,504 | 115,600 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $6,277,690 | 53,500 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $4,117,695 | 35,092 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,690,975 | 14,300 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $9,095,435 | 76,917 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $1,951,125 | 16,500 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $18,702,558 | 196,600 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $24,477,044 | 257,301 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $390,033 | 4,100 | Call | Sole | 2023-11-14 | |
| 2023-06-30 | $2,023,528 | 19,551 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $14,697,000 | 142,000 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $227,700 | 2,200 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $1,157,089 | 14,529 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $466,766 | 6,670 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,188,988 | 109,581 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,740,000 | 200,000 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $12,379,431 | 157,299 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $21,909,271 | 211,133 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,498,821 | 134,399 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,880,772 | 16,644 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $16,339,923 | 175,717 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,142,873 | 22,495 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,797,791 | 45,037 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $12,646,702 | 299,827 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||