Position in THO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,213,714
-$4,556,206 QoQ
Shares Held
122,588
-28.9% QoQ
Ownership
0.235%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#57
of 405 holders
Holding Since
Jun 2020
23 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 Jun 30, 2026Gotham Asset Management, LLC holds $122,839,897 across 7 Recreational Vehicles names. THO ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
650,520 | $44,521,588 | |
| 2 | HOG |
Harley-Davidson, Inc.
|
1,334,328 | $32,637,662 | |
| 3 | BC |
Brunswick Corp
|
386,225 | $32,535,594 | |
| 4 | THO |
Thor Industries Inc
This page
|
122,588 | $9,213,714 | |
| 5 | DOO |
BRP Inc.
|
52,578 | $3,208,309 | |
| 6 | PATK |
Patrick Industries Inc
|
4,992 | $448,181 | |
| 7 | WGO |
Winnebago Industries Inc
|
8,798 | $274,849 |
All Filings in THO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,213,714 | 122,588 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,769,920 | 172,361 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $38,017,366 | 370,287 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $39,515,740 | 381,095 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,783,140 | 267,798 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,246,468 | 16,442 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,418,173 | 87,955 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,112,188 | 82,921 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,794,452 | 51,305 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,146,091 | 35,334 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,001,502 | 42,296 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,746,137 | 60,403 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,167,824 | 30,607 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,683,430 | 21,138 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,906,348 | 25,253 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,553,500 | 36,489 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,540,184 | 47,373 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,314,173 | 29,405 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,574,190 | 15,170 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $329,487 | 2,684 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $729,692 | 7,847 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,314,023 | 66,282 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $757,641 | 7,112 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||