Campbell & CO Investment Adviser LLC

Position in THO — Thor Industries Inc

CIK 1353570 BALTIMORE, MD

Position in THO

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

Position Value

$2,839,210

+$1,571,852 QoQ

Shares Held

35,539

+187.9% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

9 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Campbell & CO Investment Adviser LLC holds $16,358,781 across 7 Recreational Vehicles names. THO ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LCII	Lci Industries	42,492	$5,225,666
2	PATK	Patrick Industries Inc	40,970	$4,550,537
3	THO	Thor Industries Inc This page	35,539	$2,839,210
4	PII	Polaris Inc.	37,091	$2,021,459
5	MCFT	MasterCraft Boat Holdings, Inc.	37,394	$766,950
6	DOO	BRP Inc.	10,013	$719,033
7	HOG	Harley-Davidson, Inc.	11,668	$235,926

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,839,210	35,539	+187.9%	Shares	Sole	2026-05-15
2025-12-31	$1,267,358	12,344	+57.0%	Shares	Sole	2026-02-12
2023-09-30	$747,816	7,861	+92.2%	Shares	Sole	2023-11-08
2022-09-30	$286,148	4,089	-49.8%	Shares	Sole	2022-11-14
2022-06-30	$608,451	8,142	+114.3%	Shares	Sole	2022-08-09
2021-09-30	$466,488	3,800	-54.8%	Shares	Sole	2021-11-10
2021-06-30	$949,200	8,400	+460.0%	Shares	Sole	2021-08-11
2021-03-31	$202,110	1,500	-59.5%	Shares	Sole	2021-05-14
2020-12-31	$344,063	3,700	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.