Position in THO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$72,286,149
+$9,792,461 QoQ
Shares Held
904,821
+48.7% QoQ
Ownership
1.74%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $124,471,013 across 8 Recreational Vehicles names. THO ranks #1 (58.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THO |
Thor Industries Inc
This page
|
904,821 | $72,286,149 | |
| 2 | BC |
Brunswick Corp
|
248,787 | $18,101,742 | |
| 3 | PATK |
Patrick Industries Inc
|
149,466 | $16,601,188 | |
| 4 | LCII |
Lci Industries
|
125,337 | $15,413,944 | |
| 5 | MBUU |
Malibu Boats, Inc.
|
30,268 | $784,546 | |
| 6 | PII |
Polaris Inc.
|
10,295 | $561,077 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
23,177 | $468,638 | |
| 8 | MCFT |
MasterCraft Boat Holdings, Inc.
|
12,371 | $253,729 |
All Filings in THO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $72,286,149 | 904,821 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $62,493,688 | 608,685 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $87,912,218 | 847,837 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $74,871,359 | 843,051 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $59,637,755 | 786,674 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $65,369,164 | 682,992 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $73,402,014 | 667,959 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $59,749,874 | 639,378 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $74,348,618 | 633,617 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $73,048,937 | 617,750 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $56,351,777 | 592,366 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $40,715,244 | 393,384 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $65,805,417 | 826,286 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $22,557,921 | 298,820 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $14,575,224 | 208,277 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $16,976,862 | 227,176 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $18,313,096 | 232,695 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $23,816,667 | 229,514 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $27,907,890 | 227,337 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $24,234,206 | 214,462 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $25,731,836 | 190,974 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $11,449,300 | 123,124 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $10,488,126 | 110,100 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $11,560,635 | 108,520 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $18,476,316 | 438,035 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||