JANUS HENDERSON GROUP PLC

Position in THO — Thor Industries Inc

CIK 1274173 LONDON, X0

Back to THO Full portfolio

Position in THO

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$16,710,750

+$424,107 QoQ

Shares Held

209,172

+31.9% QoQ

Ownership

0.402%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 89.74289101791827.ToString("F0")% None 10.257108982081732.ToString("F0")%

Common Shares in THO Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Mar 31, 2026

JANUS HENDERSON GROUP PLC holds $34,842,392 across 8 Recreational Vehicles names. THO ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	THO	Thor Industries Inc This page	209,172	$16,710,750
2	MBUU	Malibu Boats, Inc.	391,750	$10,154,159
3	BC	Brunswick Corp	29,145	$2,120,590
4	PATK	Patrick Industries Inc	14,365	$1,595,520
5	LCII	Lci Industries	11,489	$1,412,917
6	PII	Polaris Inc.	25,246	$1,375,907
7	HOG	Harley-Davidson, Inc.	52,099	$1,053,441
8	WGO	Winnebago Industries Inc	13,524	$419,108

All Filings in THO

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,710,750	209,172	+31.9%	Shares	Defined	2026-05-18
2025-12-31	$16,286,643	158,631	-72.5%	Shares	Defined	2026-02-17
2025-09-30	$59,896,112	577,646	-1.5%	Shares	Defined	2025-11-14
2025-06-30	$52,065,749	586,260	+33.7%	Shares	Defined	2025-08-14
2025-03-31	$33,231,008	438,346	+1.1%	Shares	Defined	2025-05-15
2024-12-31	$41,515,933	433,768	+1.0%	Shares	Defined	2025-02-14
2024-09-30	$47,182,149	429,358	+0.0%	Shares	Defined	2024-11-14
2024-06-30	$40,105,094	429,161	+0.0%	Shares	Defined	2024-08-14
2024-03-31	$50,336,628	428,981	+1.0%	Shares	Defined	2024-05-15
2023-12-31	$50,229,760	424,776	-16.4%	Shares	Defined	2024-02-14
2023-09-30	$48,321,377	507,951	-29.6%	Shares	Defined	2023-11-14
2023-06-30	$74,716,546	721,899	-5.8%	Shares	Defined	2023-08-14
2023-03-31	$61,005,274	766,013	-11.9%	Shares	Defined	2023-05-15
2022-12-31	$65,661,956	869,810	+0.3%	Shares	Defined	2023-02-14
2022-09-30	$60,708,488	867,512	-1.5%	Shares	Defined	2023-01-13
2022-06-30	$65,849,832	881,170	-11.9%	Shares	Defined	2022-08-15
2022-03-31	$78,671,430	999,637	-0.4%	Shares	Defined	2022-05-16
2021-12-31	$104,178,023	1,003,932	-1.8%	Shares	Defined	2022-02-14
2021-09-30	$125,476,187	1,022,126	-4.6%	Shares	Defined	2021-11-16
2021-06-30	$121,047,860	1,071,220	-0.1%	Shares	Defined	2021-08-16
2021-03-31	$144,520,641	1,072,589	+28.7%	Shares	Defined	2021-05-17
2020-12-31	$77,501,399	833,438	+0.2%	Shares	Defined	2021-02-16
2020-09-30	$79,258,510	832,023	-16.5%	Shares	Defined	2020-11-16
2020-06-30	$106,143,828	996,375	-7.3%	Shares	Defined	2020-08-14
2020-03-31	$45,331,394	1,074,713	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.